Mario Cibelli - Seeing Value in SMID
The Business Brew
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The Importance of Discipline in Investing
You've met, you mentioned margins twice. Have you had experience in your career that has, I just listened to Gary Friedman on restoration, hardware is called talk about margins and how he's going to be disciplined on margins. It is that a tell when a management team is really focused on margins and not willing to get promotional to dry volumes that they're focused on the right thing or am I taking something a little bit too blankety, like away from the market? No, I think they're really saying I want to preserve the integrity of the brand. I don't want people to, you know, think that it's, it's a commodity.
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