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u/Furious_Tuguy
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-10.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 мая
$135.20
-10.4%
LULU trades at ~10x P/E with a $16B market cap, historically low multiple for a premium apparel brand. If growth stabilizes or the CEO transition resolves positively, valuation could re-rate to historical average ~20x P/E, offering substantial upside. Deep value play based on mean reversion of earnings multiples; author sees asymmetric risk/reward. Brand irrelevance (noted by top comment), weakening consumer spending, and insider turmoil could further depress earnings and multiple. Proxy battle may distract management.
LULU trades at ~10x P/E with a $16B market cap, historically low multiple for a premium apparel brand. If growth stabilizes or the CEO transition resolves positively, valuation could re-rate to historical average ~20x P/E, offering substantial upside. Deep value play based on mean reversion of earnings multiples; author sees asymmetric risk/reward. Brand irrelevance (noted by top comment), weakening consumer spending, and insider turmoil could further depress earnings and multiple. Proxy battle may distract management.
Ритейл и мобильность
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/Furious_Tuguy на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: LULU.
