Why Lululemon Isn’t Under Armour
Lululemon’s implied 11.5% revenue growth for 2024 is a notable deceleration from years prior; having averaged an annual revenue growth rate of...
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Europe's Magnificent Eleven
The GRANOLAS Dubbed the “Granolas” by Goldman Sachs in 2020, this basket was chosen because it echoed themes present amongst the Mag 7 (back then...
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Is Chipotle Squeezing too Hard?
Chipotle has notoriously been somewhat of a perpetually “expensive” stock if you take an optical approach. Today it trades at ~49x forward...
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The Reality of Mixed Reality
I have the right to be wrong. The revenue share of Meta’s FRL is so small it might seem redundant to give it so much limelight.
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Picking a Benchmark
I don’t spend a lot of time thinking about my chosen benchmark, the S&P 500.I occasionally think as an international investor I should change it.
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