u/a1broker

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-6.1%-6.1%
1w1100%-2.8%-2.8%
1m1100%-11.0%-11.0%
3m000———
6m000———
1y000———

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

Thesis history

$LULUr/ValueInvestingStock Analysisbullish
u/a1broker · 47d agono track record yet

LULU to be scooped up by Private Equity Funds

Lululemon has become a prime private equity takeover target due to severe valuation compression (P/E 8-10x vs. historical highs), a fortress balance sheet with $1.3-1.4B cash and zero debt, and strong cash generation ($1B+ annual FCF). A PE-backed buyout is positioned as a highly viable long-term outcome that would unlock significant shareholder value.

At post $103.19Now $99.01-4.0% since postedas of Oct 23, 4:45 PM ET
1d—
3d-6.1%
1w-2.8%
1m-11.0%
3m—
6m—
1y—
original post →

End of results.