David Rosenthal
👤 SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
So, you know, of the current market cap, that's what, probably close to 10% of the current market cap is just the value of the team.
And again, you can't really extricate one from the other.
And one of the very, very best luxury companies, not just a luxury company, but an apex luxury company, like valued on a multiple on par with the two very best luxury brands in the entire world.
Which actually for the long term is probably healthy for the company and the brand.
in recent years, that a period of slower growth probably is the right thing to do in terms of luxury strategy management here.
But yeah, the stock really took a hit after that investor day last fall.
Well, one more thing before we get to analysis and powers and quintessence.