🧠 The Takeaways Today, we’re acquiring Moncler to juice it up before LVMH comes in and eventually acquires it. Focus more on Women since that’s where 69% of their customer base is. Acquire ...

🧠 The Takeaways Today we’re shorting RH ($6.1B). A Brand w/ falling sales + collapsing earnings shouldn’t be trading at a P/E ratio of 203x. They claim their consumers buy in line with ...

TL;DR – Why Income always beats equity – Creating the New Bank of Affirm 🧠 The Takeaways Today we’re buying Affirm for $15.9B to dominate the future of consumer financing. Affirm needs to ...

TL;DR – Bryan’s 9 best threads building Simple Modern to $200m+. – Casper to raid of Sleep Number bankruptcy – The 5 Profits Hacks to be cash rich this holiday. 🧠 The Takeaways ...

TL;DR – Quick Thoughts on Fed Rate Cuts – Passing on Micro-cap Laird Superfood – Have a Profitable Holiday with these 5 AOV Hacks 🧠 The Takeaways Today we’re passing on micro brand ...