RH has this very interesting strategy to invest in real estate. of a capital intensive company when you compare it to an L M V H which has a history of acquiring small fashion houses and just cultivating those brands Ricky: I wouldn't fall in love with this business because they are getting very ambitious and taking some risks but if you're not going to acquire all these small houses then you've got to build your cache some way.
The New York Times leaves its sports desk behind as it puts its might behind The Athletic.
(00:21) Jim Mueller and Deidre Woollard discuss: - Why the New York Times announced it is shutting down its sports department. - The future of sports coverage and sports entertainment. - The Barbie movie and the potential value of Mattel’s intellectual property.
(15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market.
Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT
Host: Deidre Woollard Guests: Jim Mueller, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd
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