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We Study Billionaires - The Investor’s Podcast
Guest
On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2024. This quarter, they discuss Lululemon.
Lululemon is well-known in the world of quality investors, and the share price has recently declined by over 30%. Tune into today’s episode to hear Clay and Kyle’s thoughts on Lululemon’s business and what the prospective returns might look like going forward.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
09:09 - The competitive advantages of Lululemon.
21:53 - How Lululemon’s margins compare to their competitors.
33:24 - What will drive Lululemon’s future growth.
37:46 - How large Lululemon’s total addressable market is.
44:13 - Our assessment of the management team and balance sheet.
60:24 - Our thoughts on the valuation.
67:29 - Lululemon’s most important key performance indicators.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
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HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...
Lululemon is well-known in the world of quality investors, and the share price has recently declined by over 30%. Tune into today’s episode to hear Clay and Kyle’s thoughts on Lululemon’s business and what the prospective returns might look like going forward.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
09:09 - The competitive advantages of Lululemon.
21:53 - How Lululemon’s margins compare to their competitors.
33:24 - What will drive Lululemon’s future growth.
37:46 - How large Lululemon’s total addressable market is.
44:13 - Our assessment of the management team and balance sheet.
60:24 - Our thoughts on the valuation.
67:29 - Lululemon’s most important key performance indicators.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Books mentioned: The Story of Lululemon, 7 Powers
- Related Episode TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve | YouTube Video.
- Related Episode: TIP587: Dino Polska: A Polish Compounder w/ Clay Finck & Kyle Grieve | YouTube Video.
- Follow Kyle on Twitter.
- Follow Clay on Twitter.
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SPONSORS
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- Toyota
- CI Financial
- AT&T
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- Long Angle
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- American Express
- USPS
- NerdWallet
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...