What was said about RH

The host selects RH as one of his three highest-upside stocks over the next three years. He expects a stronger housing market and smaller store formats to improve demand, construction economics and margins.

The host is building RH for substantial upside over three to five years, while limiting its portfolio weight because of its risk. He sees a realistic downside range of $102–107 and expects a rate bottom to support a recovery.

The host has started buying RH as a discounted turnaround opportunity despite meaningful financial and housing-market risks. He expects improving margins, housing activity, European galleries, and a more financeable compound format to drive long-term value.

The host bought another 100 RH shares and sees a possible tripling over 12 to 24 months if housing recovers in 2027 and 2028. He accepts substantial downside risk in exchange for what he considers unusually large cyclical upside.

Jeremy views RH as a compelling multi-year turnaround opportunity after the stock fell over 80% in five years, though he defers detailed reasoning to other videos.

Jeremy calls RH the stock that will see the most severe rally once oil and rates officially peak, projecting a major move higher from current levels.

The YouTuber spent $150,000 buying RH across accounts, calling it a high-conviction cyclical bet after a 10+ year following of the stock. He believes new lower-cost 'RH Compound' store formats (single-story buildings, ~50% cheaper to build) and RH Estates could be major margin and expansion catalysts once real estate recovers between 2027 and 2030.

He sees RH as a contrarian buy given its improved balance sheet (around $125 million in cash) despite the beaten-down real estate/mortgage environment, and plans to build out a position over the coming months. He notes the stock has fallen sharply from $700 five years ago to around $100 today.

Jeremy views RH as a beaten-down cyclical stock that reported a mixed quarter but is showing early signs of financial discipline (falling CapEx, rebuilding cash balance). He plans to start and scale a position over the next 6-9 months, believing the stock offers an attractive long-term return after an 80% five-year decline.

Jeremy started a new starter position in RH ahead of earnings, citing significant upside from newly-opened flagship locations (Paris, Milan, London) turning profitable and strong ancillary revenue from memberships and restaurants. He acknowledges a weak balance sheet and meaningful downside/bankruptcy risk but sees the stock as a rare potential triple-up opportunity over the next three years.

The host sees recovery potential in RH's affluent customer base, premium positioning, and return to positive free cash flow. He would consider buying after a market pullback and further balance-sheet improvement, with substantial valuation upside if profitability recovers.

RH is one of three housing-sensitive stocks the host expects could rise dramatically if interest rates remain lower and real estate activity improves. The thesis has a two- to three-year investment horizon.

RH earns a 7.5 investment rating and favorable company commentary. The host's enthusiasm is constrained by his reluctance to own a furniture business.