Why Dan Loeb's Third Point Is Bullish On Restoration Hardware Stock

Benzinga2021-08-09

Daniel Loeb, the CEO and founder of New York-based hedge fund Third Point,on Friday revealed a new position in luxury furniture and home furnishings chain Restoration Hardware Holdings(NYSE:RH). What ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Heidit
2021-08-09
Heidit
Oh
Eugoon
2021-08-09
Eugoon
Yes agree
- Robinshk:
  Hi
- kevinlaisq:
  hi
junfong
2021-08-09
junfong
Hi
- JimmyT:
  ok

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1163903635?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-08-09 16:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1163903635","market":"us","top_or_hot":-1,"title":"Why Dan Loeb's Third Point Is Bullish On Restoration Hardware Stock","media":"Benzinga","content":"<div>\n<p>Daniel Loeb, the CEO and founder of New York-based hedge fund Third Point,on Friday revealed a new position in luxury furniture and home furnishings chain Restoration Hardware Holdings(NYSE:RH).\nWhat ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/08/22392958/why-dan-loebs-third-point-is-bullish-on-restoration-hardware-stock\">网页链接</a>\n\n</div>\n","source":"lsy1606299360108","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Dan Loeb's Third Point Is Bullish On Restoration Hardware Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Dan Loeb's Third Point Is Bullish On Restoration Hardware Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 16:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/21/08/22392958/why-dan-loebs-third-point-is-bullish-on-restoration-hardware-stock><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Daniel Loeb, the CEO and founder of New York-based hedge fund Third Point,on Friday revealed a new position in luxury furniture and home furnishings chain Restoration Hardware Holdings(NYSE:RH).\nWhat ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/08/22392958/why-dan-loebs-third-point-is-bullish-on-restoration-hardware-stock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"RH","symbol_name":"Restoration Hardware Holdings","start_time":0,"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/08/22392958/why-dan-loebs-third-point-is-bullish-on-restoration-hardware-stock","article_id":"1163903635","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1163903635","pubTimestamp":1628499521,"sourceInfo":{"source_id":"lsy1606299360108","name":"Benzinga"},"weMediaInfo":null,"summary":"Daniel Loeb, the CEO and founder of New York-based hedge fund Third Point,on Friday revealed a new p","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"RH":"Restoration Hardware Holdings"},"translate_title":"为什么丹·勒布的第三点看好修复硬件股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RH":0.9},"content_text":"Daniel Loeb, the CEO and founder of New York-based hedge fund Third Point,on Friday revealed a new position in luxury furniture and home furnishings chain Restoration Hardware Holdings(NYSE:RH).\nWhat Happened:In a letter to investors, Loeb revealed that the hedge fund started building a position in RH in the final quarter of last year as it believes the high-quality underlying business is at a fundamental “inflection point.”\nLoeb said he believes the furniture company is “well-positioned” to yield benefits as it looks to implement its aggressive international expansion strategy and growth should happen “regardless of the political landscape or housing cycle.”\nAs per Loeb, RH is not a traditional furniture company and any comparison with other furniture companies is not fair to the brand just like one cannot compare Ferrari with the rest of the automakers.\n“Furniture companies are not known for theirhigh returns on invested capital, and a common bear thesis on RH was that furniture companies had never sustainably earned >10% EBIT margins (which RH had recently exceeded),” Loeb said.\nThe hedge fund, which holds stake in SentinelOne Inc(NYSE:S),Intuit Inc(NASDAQ:INTU) and Danaher Corp(NYSE:DHR) among others, noted that RH CEO Gary Friedman is a once-in-a-generation leader who is both an innovator and effective capital allocator.\nAccording to Loeb, RH commands higher product gross margins, better leverage on fixed costs, and a unique advantage in retail, where landlords basically pay RH to anchor retail properties, as RH’s stores draw high-income traffic and create a “halo effect.”\nPrice Action:RH shares closed 0.7% lower at $674.99 on Friday.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":898224443,"gmtCreate":1628503277182,"gmtModify":1633746631233,"author":{"id":"3585567341976837","authorId":"3585567341976837","authorIdStr":"3585567341976837","name":"Heidit","avatar":"https://static.tigerbbs.com/b15a14bcb1e7c71684448d84f3e500e7","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3585567341976837"},"htmlText":"Oh&nbsp;","listText":"Oh&nbsp;","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898224443","repostId":1163903635,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":898281382,"gmtCreate":1628500693846,"gmtModify":1633746645426,"author":{"id":"3586840317906264","authorId":"3586840317906264","authorIdStr":"3586840317906264","name":"Eugoon","avatar":"https://static.tigerbbs.com/746ba933647ea8e54908ee44d0c24a3c","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3586840317906264"},"htmlText":"Yes agree&nbsp;","listText":"Yes agree&nbsp;","text":"Yes agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898281382","repostId":1163903635,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5471307,"gmtCreate":1628500822561,"gmtModify":1635156259377,"authorId":3583719339427406,"author":{"id":3583719339427406,"authorId":3583719339427406,"name":"Robinshk","avatar":"https://static.tigerbbs.com/c1089a1858cf641f8680d8015659c00d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":898281382,"type":1,"supId":0,"prevId":0,"content":"Hi","text":"Hi","html":"Hi"},{"id":5471324,"gmtCreate":1628500972287,"gmtModify":1635156258365,"authorId":3572874548548490,"author":{"id":3572874548548490,"authorId":3572874548548490,"name":"kevinlaisq","avatar":"https://static.tigerbbs.com/329de1199f764a89b7cadf50308e183d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":898281382,"type":1,"supId":5471307,"prevId":0,"content":"<u>hi</u>","text":"<u>hi</u>","html":"<u>hi</u>"}],"langContent":"EN"},{"id":898289085,"gmtCreate":1628500510947,"gmtModify":1631889841021,"author":{"id":"3581796144696297","authorId":"3581796144696297","authorIdStr":"3581796144696297","name":"junfong","avatar":"https://static.tigerbbs.com/687a1b28933ed90c0ea82b317d853609","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581796144696297"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898289085","repostId":1163903635,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5472807,"gmtCreate":1628513934345,"gmtModify":1631889841059,"authorId":3581661369298834,"author":{"id":3581661369298834,"authorId":3581661369298834,"name":"JimmyT","avatar":"https://static.tigerbbs.com/748bb288232d8c7092b92b303f282d6e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":898289085,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":40,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.1","shortVersion":"4.28.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1163903635"}