Chris Judd's Talk Ya Book Podcast · Chris Judd's Talk Ya Book
Tom Lambeth
April 16, 2024·17 min·1 clip
Temple & Webster trades at a staggering 200 times earnings and 70 times EBITDA.
As heard by us
A short Temple & Webster thesis built on valuation, margins, and downside risk.
Chris Judd and Tom Lambeth spend the episode on a practical question: when does a fast-growing business start to look expensive? VP Capital's first short position on the show is Temple & Webster, and the case is laid out patiently through penetration rates, gross margin, EBITDA…
Why you'd press play
You want a disciplined short case on Temple & Webster, laid out without hype.
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