In assessing the performance of our business, we consider a variety of operating and financial measures. These key measures include: HOUSE MEMBERSHIP REVENUES. House Membership Revenues are comprised ...
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Market dispersion is increasing, making active stock-picking and profit-taking on recent winners like Soho House more important now. Soho House's membership growth has stalled, undermining my previous ...
Soho House trades ~15% below the recent $9/share takeover offer from Third Point. The offer values Soho House at ~14x adjusted EBITDA, but the company has vast avenues to boost its bottom line. The ...
In assessing the performance of our business, we consider a variety of operating and financial measures. These key measures include: HOUSE MEMBERSHIP REVENUES. House Membership Revenues are comprised ...
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