u/Ambitious-Toe7345

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d000———
1w1100%-4.1%-4.1%
1m1100%-9.7%-9.7%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$LULUr/ValueInvestingDiscussionbullish
u/Ambitious-Toe7345 · 48d agono track record yet

Lululemon.

Despite terrible recent earnings, Lululemon trades at an attractive 9 P/E multiple that is cheap relative to size and brand moat. The company's dominant market position and consumer ubiquity suggest mean reversion potential, especially compared to peers like Colgate which command much higher valuations.

At post $103.19Now $99.01-4.0% since postedas of Oct 23, 4:45 PM ET
1d—
3d—
1w-4.1%
1m-9.7%
3m—
6m—
1y—
original post →

End of results.