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.
Play episode from 24:54
Transcript
