If you think that you don’t need you understand the different stages of RH since the IPO in order to make money (long or short) then I’d argue that you're delusional. In our Black Book on Wednesday at 2pm, we’re doing the deep dive on the decisions that led to the execution plans/changes/pivots/gaffes, and why those should manifest themselves over the course of FY (Jan) ’19 that should make this stock work – again. The reality, imho, is that if this stock blows up again, it’s in ‘who will ever care again’ purgatory. We’ll risk-manage that in our deck – including every single put and take by quarter – along with how the TAIL opportunity has evolved (and in some cases de-volved).
Fundamentals matter again folks…game on. Black Book on Wednesday.
Call Details
Time: Wednesday, December 13th at 2:00PM EST
Toll Free:
Toll:
UK: 0
Confirmation Number: 13673468
Live Video Link: CLICK HERE