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Tom Wharram
North American analyst at Marathon (Marathon Asset Management) focused on capital-cycle driven investment ideas; discusses Richelieu Hardware and its strategy in this episode.
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Sep 30, 2025
• 13min
The Long Tail
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Tom Wharram, a North American analyst at Marathon Asset Management, dives into the strategic inspiration behind Richelieu Hardware, highlighting its niche in the cabinet-making sector. He reveals how the book 'The Long Tail' influenced the CEO’s approach to targeting niche markets, supported by democratized production and distribution. Wharram discusses Richelieu's extensive SKU range and supply-chain efficiency. He also addresses current market challenges like the housing downturn and explains why the company remains a compelling investment, showcasing the CEO's visionary leadership.
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