Hello everyone, and welcome back to The Stanza. I’m in a fantastic mood today because I received some early Christmas gifts - one of them being the Alaia Le Teckel bag - to match my dachshund puppy Miuccia. More fun colors here.
I’ll be answering your questions from the comments section of this video I posted earlier this week sharing more about me and what The Stanza is all about (+ celebrating hitting 50K on Instagram).
Next week I’ll be posting a deep dive on investing in distressed fashion brands, based on my experience this year underwriting several companies. Last chance to submit your questions in the comments section of this newsletter.
In today’s newsletter: Tao Group & OKO Group, Ramdane Touhami and Officine Universelle Buly, the profitability of wellness businesses, should you live in a fashion capital to start a fashion brand, Alex Cooper’s Unwell Hydration, Hyatt Hotels, Crunch Fitness, Remo Ruffini & Moncler, Aritizia’s Brian Hill, Skims, Kiko Kostadinov
VISUALLY INTERESTING
If I sold a company to LVMH, my Parisian apartment would also look like Ramdane Touhami’s…more in the curation bullets below.
ASK ME ANYTHING
Thanks to everyone who commented their questions! Answering them below: