Insider Stocks · For members
An entry from my investing journal, for members.
After the company's third-quarter results, Mr. Market found its groove and sent Lululemon’s share price soaring over 20%. Concerns about intense competition in the high-end athleisure market seem to have faded as many investors adjust their narratives, which are driven by the upward price movement. This phenomenon, known as price-driven narrative bias, is where falling […]
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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