))
Episode 4: Is $LULU a "Lemon", or a "Peach"? Deep Dive into the Master of Yoga Pants!
Manage episode 436470619 series 3595562
Το περιεχόμενο παρέχεται από το The Stock Jocks. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον The Stock Jocks ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In Episode 4 (recorded 4/21/2024), we address a topic that is near and dear to Gordon’s heart: the master of yoga pants, Lululemon Athletica ($LULU). As per our usual format, we give $LULU the bull/bear treatment, with Georgie (he started calling himself that - waiting for him to show up to the Pod with a diaper and bonnet…) tries to bull us up that $LULU can evangelize its magical booty-support/presentation technology to new corners of the globe on its path to becoming the next $NKE, while Brucie makes the case that $LULU a “Lemon”.
Highlights:
(1:09) Deep dive on Bruce’s obsession with Taylor Swift (man card: revoked!)
(5:29) Bruce news drop intro is a baffling techno remix; $RBRK IPO (the subject of our next episode!)
(6:38) Is $RBRK a storage company or a security company?
(18:05) Georgie tees up the bull case for $LULU
(26:03) Gordon inquires: do men really wear $LULU?
(30:04) Gordon asserts: $LULU is best known for “booty optics” (making women’s (?) butt’s look good!); the Stock Jocks address the underlying fabric technology and sustainability of $LULU’s competitive advantage
(50:32) Bruce aims to “dismantle” the bull case with the “bear” view: “$LULU is a lemon”(1:00:01) What are the right “comps” (comparable companies for valuation); does $LULU have a public peer? Is it $NKE?
(1:07:35) $LULU is “losing on the Street, and losing in the Streets” (nice one, Brucie!)(1:10:40) Georgie nervously discusses his $LULU “wife channel check” and his observations of emerging brands (Aloe) supporting Silicon Valley booties in his area
(1:15:21) Bruce unveils decidedly un-woke quotes from the $LULU founder and ex-CEO (cringe! Say it ain’t so, $LULU!)
(1:17:29) Conclusions / “actual” views
15 επεισόδια
Μοίρασέ το
