Why The "Big Short" Guy Bet Big on LULULEMON

Описание: 👉🏽 Try Screenwich now! - https://screenwich.com/

📝 DESCRIPTION:
Lululemon stock has crashed significantly, shrinking 4% in the US market while facing a massive $240 million tariff hit. But is the business actually broken, or is this a rare buying opportunity for value investors? In this analysis, we break down the "tale of two companies" - the shrinking American giant vs. the high-growth international beast - and run a full Discounted Cash Flow (DCF) valuation to find the true fair value.

What you will learn:
The specific financial impact of the "de minimis" loophole closing.
Why Michael Burry just bought 100,000 shares of LULU.
The "Power of Three x2" growth strategy explained.
A conservative fair value calculation (is it really worth $213?).

📬 Newsletter: https://coldbrewmoney.substack.com/
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⏱ Timestamps:
00:00 The Tale of Two Lululemons
00:53 Business Model & "Power of Three" Strategy
02:11 International Growth vs. US Shrinkage
03:14 The $240M Tariff Hit Risk
04:08 Michael Burry's Big Bet
05:22 Lululemon Valuation (DCF Model)
06:40 Final Fair Value Price Target

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😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/

🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit, Tapan, Screenwich, or Cold Brew Money. Atit, Tapan, Screenwich, or Cold Brew Money are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit, Tapan, Screenwich, or Cold Brew Money are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.