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Special Report: Restoration Hardware Has $10T TAM With New European Expansion
Restoration Hardware ($RH) is a luxury lifestyle brand that is expanding its ecosystem of products, places, services, and spaces. This expansion is strengthening its moat making it difficult for competitors to replicate its success.
Farfetch - Richemont Partnership to Deliver Industry Changing SaaS, 50% Upside
FTCH’s long-discussed partnership expansion with Richemont was officially announced on August 24th. This transaction financially transforms FTCH’s business, validates its preeminent technology, and furthers its ambitions of becoming the unassailable platform solution for the entire luxury goods industry ($300B TAM).
Looking Back At 20 Years of Tesla
As early as 2006, Musk acknowledged the future Model S — a sporty family car. It was a move that eyed a much larger market, but still kept the focus on creating a luxury brand with low-volume production. After all, mass production was still years and billions of dollars in CAPEX away.
The European Energy Calamity
There is an energy crisis in Europe, and it’s getting dangerous. Finnish Economic Affairs Minister Mika Lintila believes it will be the “Lehman Brothers of the energy industry”, and Norway’s Equinor says energy companies need more than €1.5T ($1.51T) to avert a potential meltdown.