In a collaboration between Rijnberk InvestInsights and My Weekly Stock, we revisit our Lululemon investment thesis following the company's Q1 results, released last week.
Creating Wealth With Creative Thinking https://open.substack.com/pub/michael880/p/creating-wealth-with-creative-thinking?r=3b6pw1&utm_campaign=post&utm_medium=web
What a fall from grace on this one, even though all I see on a weekend afternoon walking in the city is women in their LULU’s!
Let’s see if it can stage a comeback!
Great analysis! Is there a catalyst event in the near future that might unlock this value?
Not in my eyes. My analysis is long-term oriented and a bit of patience might be needed.
Creating Wealth With Creative Thinking https://open.substack.com/pub/michael880/p/creating-wealth-with-creative-thinking?r=3b6pw1&utm_campaign=post&utm_medium=web
What a fall from grace on this one, even though all I see on a weekend afternoon walking in the city is women in their LULU’s!
Let’s see if it can stage a comeback!
Great analysis! Is there a catalyst event in the near future that might unlock this value?
Not in my eyes. My analysis is long-term oriented and a bit of patience might be needed.