TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke
Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player
You're listening to TIP. I just I don't know. I think I get it. It's a lot to process.
For us as value investors, to be fair. I mean you're really just gonna have to To sell me on this old yard thing. I mean, not being able to fully wrap our heads around the luxury industry. It's kind of why we didn't invest in You know, the bluest of the blue bloods in LBMH.
But now you've got me Googling pictures of Yas. That we can charter for a hundred thirty K a week. Look, a good deal is a good deal. What do you write about that? So what do you say? Shall we start? I'm ready. Let's do it.
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