HomeInvestingFundamental AnalysisIra Rothberg Covers RH And KMX

Ira Rothberg Covers RH And KMX

Ira Rothberg, Co-Portfolio Manager of the Hennessy Focus Fund, discusses RH and thinks they are in their early innings of its growth story. They believe RH can double their sales in the United States over time with the increase in the size of their stores from 8.000 square foot stores to 38,000 square foot prototype stores. He adds they will be expand into to England. He explains they are revolutionizing the shopping experience by adding restaurants and barista bars. He also discusses CarMax, after reaching a recent all-time high.

Morning Trade Live

22 Mar 2021

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