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Jim Gillie: I was wowed by just how modern and how beautiful the design of the furniture was in that store. Our House is a bit unique in its value proposition based on just kind of the designs that they offer are much more modern, he says. The luxury consumer tends not to be as affected by a cyclical downturn of the economy than your average middle class consumer,. Anything on valuation? Right. Jim Gillie: Let's put a small position in this one because it could either survive or go completely to zero over the next few years.
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