Archive - Aquitaine Equity Research

Portfolio Performance Review

Up 140% since inception vs. 52% for the S&P 500

Jan 5

December 2025

Pulse Check on $LULU

Up $35/share since publication, CEO stepping down—what now?

Dec 14, 2025

November 2025

The Aquitaine Model Portfolio (AMP)

Outperformed the S&P500 by 60% over two years.*

Nov 29, 2025

Three Interesting Stocks

Months of research condensed into ~3,000 words

Nov 26, 2025

Lululemon (LULU): An Asymmetric Bet

Why I think the stock offers >50% upside from here

Nov 16, 2025

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