Insider Stocks · For members
An entry from my investing journal, for members.
In April 2025, I argued that Lululemon's challenges were temporary rather than structural, in Lululemon: The Tide Isn't Turning (Yet): “The key question is whether these issues are temporary or permanent. I’m leaning toward temporary. They’ve addressed matters within their control impressively well, especially against the backdrop of weak U.S. consumer sentiment and in comparison […]
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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