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The 10 Most Recent Messages By TMFOnparole

Take me back to where I was.
  • Date: 12/8/21 7:04 AM
  • Number: 249
  • Recommendations: 0
Hello, All,

I apologize as I am a bit late with my coverage here.

This quarter represented yet another great quarter by the WSM team. Some highlights include:

- 17% Same store sales (enterprise wide)
- 29% EPS
(Continued...)
  • Date: 8/31/21 7:17 AM
  • Number: 246
  • Recommendations: 0
Hello, All,

WSM continued their trend of outstanding results!

Here are my thoughts on the quarter:

(Continued...)
  • Date: 6/8/21 7:03 AM
  • Number: 243
  • Recommendations: 0
Hello, All,

The company has reported another gangbusters quarter! The transformation that this company (from slow grower with deteriorating margins to an operationally efficient monster) over the past year has been nothing short of
(Continued...)
  • Date: 3/21/21 10:17 AM
  • Number: 241
  • Recommendations: 0
Hello, All,

Here are my thoughts of the latest quarter from WSM:
(Continued...)
  • Date: 12/5/20 5:38 PM
  • Number: 12677
  • Recommendations: 0
Hello Fuskie

I wasn't saying that DIS couldn't do what they want with Hulu.  They absolutely have a controlling stake. I was saying that if they work to increase the value of the Hulu brand then they will have to pay a higher price 

(Continued...)
  • Date: 12/5/20 2:08 PM
  • Number: 12675
  • Recommendations: 0
Hello, Starrob,

My memory is terrible, but I would suspect the folding of Hulu into Disney+ would occur AFTER Disney owns 100% of Hulu.

If Disney spends money to ramp up the subscriber count now (increasing the value of Hulu) then
(Continued...)
  • Date: 11/23/20 3:05 PM
  • Number: 239
  • Recommendations: 0
Hello, All,

WSM turned in a ridiculous quarter! I am talking ridiculousness such as:

-24% increase in revenues
-enterprise-wide same store sales up 24% (in fact, West Elm had the lowest SSS of all the brands!)
-repayment
(Continued...)
  • Date: 8/30/20 10:51 AM
  • Number: 236
  • Recommendations: 2
Hello, All,

Here are my thoughts concerning Q2 for WSM.


(Continued...)
  • Date: 6/14/20 6:25 PM
  • Number: 234
  • Recommendations: 1
Hello, All,

Here are my thoughts on the quarter. Please feel free to comment!

(Continued...)
  • Date: 3/23/20 8:16 AM
  • Number: 232
  • Recommendations: 2
Hello, All,

Here are my thoughts on WSM:

https://docs.google.com/document/d/1mflYoHNT7nkueGCuTCD-L-MQ...

Here is the TLDR
(Continued...)
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Take me back to where I was.
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