Lululemon: Second Thoughts

Why I exited in April — and why I'm back in at ~$117.

Aug 16

18

1

2

May 2026

Airbnb: What the Bears Are Missing (Part 1)

An accelerating flywheel, a widening moat—and a market still extrapolating the past.

May 10

11

1

1

December 2025

Lululemon: Pulse Check

LULU up ~20% since publication, CEO stepping down—what now?

Dec 14, 2025

6

1

November 2025

Three Stock Ideas

Months of research condensed into ~3,000 words

Nov 26, 2025

14

2

2

Lululemon: An Asymmetric Bet

Why I think LULU offers >50% upside from here

Nov 16, 2025

9

1

4