On this Dialogue episode of The Synopsis, we talk about the the potential impact of tarifs and the trade war, in addition to a RH 4Q24 Business Update.

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Show Notes

(0:00) — Macro, Trade War, and Tarrifs

(10:24) — RH 2024 Overview

(16:19) — Worst Case Downside Scenario, Tariffs, Debt

(28:40) — Large Stock Repurchase

(33:22) — Upside and Why RH is Special

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has 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/

Dialogue. Tariffs, Trade War, and RH Business Update