Luxi

includes Luxi One

0 statements across 0 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 3, 2018 by David Farley · said 21 times in 1 episodes since 2018 · across every show →

Mentions by year, the whole family

brought up most by Nathan Latka (21)

mentionsepisodesper episode tap a year for its mentions

2018 21 mentions in 1 episode

1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him Oct 3, 2018 · 21 mentions · from 0:20
every mention in 2018, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Luxi, oldest first

Oct 3, 2018

Assertion Not checkable as stated

Luxi maintained manufacturing gross margins in the high 50 percent range

“Our gross margins on, on manufacturing are run in the high 50% range.”

David Farley Oct 3, 2018 ▶ 7:58 1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him

Oct 3, 2018

Assertion Not checkable as stated

Farley manufactured compressed boxed mattresses for hospitals 25 years ago

“We also eventually became the manufacturers of some hospital or healthcare mattress products that we put in a compressed format for distribution to the acute care hospitals around the country almost 25 years ago.”

David Farley Oct 3, 2018 ▶ 2:53 1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him

Oct 3, 2018

Assertion Not checkable as stated

Luxi averaged a $200 customer acquisition cost across all mattress products

“A couple hundred bucks. There's cost of acquisition today for all of our products averaged across all the, all of the items.”

David Farley Oct 3, 2018 ▶ 8:11 1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him

Oct 3, 2018

Disclosure

Luxi bootstrapped its mattress business entirely without outside capital

“No, we bootstrapped the whole thing.”

David Farley Oct 3, 2018 ▶ 10:45 1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him

Oct 3, 2018 bullish

Prediction Not checkable as stated

Bootstrapped mattress brand Luxi projected $5M in revenue for 2018

“We're projecting five for the end of the year.”

David Farley Oct 3, 2018 ▶ 6:37 1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him

Oct 3, 2018 neutral

Assertion Contradicted

Mattress companies typically traded at 3x to 4x revenue in 2018

“It's valued on the basis of maybe three or four times revenue.”

David Farley Oct 3, 2018 ▶ 14:11 1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him

Luxi

Mentions by year, the whole family

Everything said about Luxi, oldest first

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