Insider Stocks · For members
An entry from my investing journal, for members.
In a previous article ($), Market is Optimistic About Lululemon, I highlighted how management had promised business would return to normal once inventory levels improved and new products hit the shelves: “Lululemon’s U.S. sales remain underwhelming—but there are signs that the tide could turn in Q4 and beyond. Management has reiterated in the past two […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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