I was under the impression RH and W serve a different demographic. RH changed its marketing model - total Ron Johnson move. Don't have time to address bobva's conclusions or concerns - but needless to say that not all correct.
123 and bear - not so guys. ARI, if all goes as planned, is raising capital at a discount. As for AMTG - not a bad liquidation for shareholders. The viability for entities like AMTG had changed. If it was such a raw deal where were the better offers? Looking at the way AINV has performed over the years it might not be a bad idea to liquidate that one as well.