The Meb Faber Show - Better Investing cover image

Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329

The Meb Faber Show - Better Investing

00:00

Is the Same Thesus for the Real Real?

We ended up with a number of these e commere plays, not because we thought from a top down perspective. We just, we bought each of them on weekness. The real real focuses on consignment. There's a lot of focus now on the circular economy and how beneficial that is for the overall environment. They've done a great job growing this business. So again, it's not one of these groth companies that has a really high valuation.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner