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Episodes Watched This Week: George LopezS2E1 Who's Your DaddyS2E12 This Old CasaS2E19 Secrets and LiesS2E24 Long Time No SeeS4E14 George Gets AssistanceS5E2 You Dropped a Mom on MeMomS1E1 PilotS1E15 Fireballs and Bullet HolesS2E1 Hepatitis and Lemon ZestS2E12 Kitty Litter and Class A FeloniesS2E19 Mashed Potatoes and a Little NitrisS3E1 Terrorists and GingerbreadS3E20 Pure Evil and a Free Piece of CheesecakeMelissa Harris Perry Open LetterSupport the showPlease consider supporting the show on Patreon.Follow us on social media:TikTok (this is where we are most active!)FacebookInstagram
In this podcast on RH, Speedwell Research covers everything from Restoration Hardware's beginnings as just a catalog in a personal living room to massive multi-story Galleries with restaurants that generate >$10mn. Investors can learn much from the early business failings, as well as the incredible turnaround and business transformation Gary Friedman led. We draw on Speedwell's 86 page research report, released in March 2023, to teach you not just about RH, but also about novel customer acquisition strategies, the dangers of promotions, how to build a coherent consumer value prop, and show how changing a business's strategy requires reworking every element of the company. Enjoy! -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:31) Early Founding History, Novel Customer Acquisition Strategy (5:48) First IPO in 1998 (8:23) Restoration Hardware Model Starts to Break (9:29) Gary Friedman Background and Takeover of Restoration Hardware (14:43) Initial Business Changes Friedman Makes (18:32) Second IPO in 2012, Starting to Envision a Luxury Retailer (24:27) Ascent of Luxury Mountain, The Mega Gallery Strategy (26:43) Solving a Key Business Shortcoming, The King Midas Problem, What Meituan has in Common with RH (32:26) Source Book Strategy and When Mailing a 540 Page Catalog Makes Sense (35:12) Growing Pain Period, Reworking Key Elements of the Business (45:13) RH Membership and the Problems with Promotions (52:07) What Job RH Does, The Consumer's Hierarchy of Preference (54:35) The Value Capture Index and How to Assess Retailer's Pricing Strategies, Competition, Disadvantages of Ecommerce (1:06:03) ROIC and Margins, Reverse DCF, Revenue Build (1:14:50) RH Brand Extensions, Private Jets and Yacht, Guesthouse (1:20:45) Acquisitions, Waterworks, Apple vs LVMH Model (1:26:05) What Could the Business Look Like in 10 Years? (1:27:46) Pre-Mortem -*-*-*-*-*-*-*-*-*-*- Purchase Speedwell's full ~21,000 word RH report here: https://speedwellresearch.com/2023/03/22/rh-deep-dive/ Speedwell's free newsletter: https://speedwellsnippets.substack.com/ Free Piece on The Value Capture Index: https://speedwellsnippets.substack.com/p/the-consumers-hierarchy-of-preferences-dc6 More on Speedwell: https://speedwellsnippets.substack.com/p/speedwell-research-process-and-philosophy Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. At the time of publishing, one or more contributors to the podcast had a position in RH. Furthermore, accounts one or more contributors advise on may also have a position in RH. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
As is so often the case, the right-wing are cleverly leveraging one of the left's most currently-cherished mean of expression - performative fragility - in order to promote, as the left has, the banning of books and butchering of curricula across the country. The right used to make fun of the left's protestations of fragility, but now they're joining in, proclaiming that white folks, especially Christian white folks, will feel unacceptable shame if forced to look at America's brutal history towards non-whites and non-Christians. All of these complaints, on the right and the left, are based un a fundamental misunderstanding of what education, and in an even broader sense, knowledge, are for...
Dan, Alan, Kieron and Ryan listen and respond to the flood of solicited voicemails from the WiFi community. --- Send in a voice message: https://anchor.fm/wirelesspubcast/message
George Washington became America's first President in April of 1789. From that day on, every decision he made, from minor things like what to wear and how to be addressed, to fatal decisions on slavery and war, broke new ground. His actions in that first term would set the precedent that every leader from then on would follow and build upon. MUSIC BY: Soft and Furious, Lee Rosevere, Komiku, The US Army Old Guard Fife and Drum Corps, Kosta T, Free Piece of Tape, Nettle, Sam Shalabi, and Sergey Cheremisinov
The prince was murdered, and the princess given two demands: surrender the kingdom, and marry the enemy prince. She said yes—but what she did instead, nobody saw coming. If this were a video podcast, it'd be banned in all territories. Read a full transcript of this episode on the Something True website. Follow Something true on Twitter @atruepodcast. (Or just follow Duncan and Alex.) Music on this week’s episode: Kosta T – Red in Black Jon Luc Hefferman – Ascent* Free Piece of Tape – Burning School* Paniks – Homage* Kosta T – The Spirit of Russian Love (violin) Paniks – Jelena* *modified for the podcast.
Anna realises that labyrinths have many different kinds of monsters. Featuring: a bad dream, a strange reality, a mythology lesson, a horticultural intrusion, a cryptic clue, a promise. www.mabelpodcast.com Music: Anxiety Remains by Ars Sonor, Burning School by Free Piece of Tape, Otis Walks into the Woods by Mary Lattimore, Injured by Yrrow, lost soul by Blue Dressed Man, когда же это было, Чайка by смерть в летнюю полночь, and M Volume II by (morse). Written by Becca De La Rosa. Performed by [REDACTED] and Becca De La Rosa.
Big Tone and Bob Freeman talk to Ro Hurley and Chris Otto from the San Francisco Tea Party protest of Obama's Tax plan. Intro song "Time" by The Last Poets. Segue song "Free Piece" by The Red Krayola. Closing song "The Revolution Will Not Be Televised" by Gil Scott Heron.