2 Comments

Haven't read it yet, but is the conclusion different from “good company, but investing in clothing industry sucks and is too unpredictable “? Just curious.

Expand full comment

I do think it is large part of the conclusion. However, I'll argue that the road to the conclusion is more valuable, as you can challenge my approach and figure out if you disagree with me. I do think there are plenty of business and marketing lessons that the company teaches and that's where I find the value in analysing a company of this kind.

Expand full comment