Knockout Analyst

Will Someone Please Explain Lululemon's Outrageous Valuation?

Gents, please excuse me here, but I'd like to clarify a few things.

1. I have been to the stores, and while larger individuals are buying, please, spare us all. (oh, and its called sarcasm, btw, maybe some of you have heard of that before, no?)

2. I understand its a 'lifestyle' brand - so is UA friends. The business model (apparel vs. retailer) is apparent, and wasn't lost on me. The point was to compare two BRANDS who do - more or less - the same thing and are traded (high-growth retail/apparel) similarly.

3. Scoreboard! I shorted at 36ish, the stock today stands at about 1/2 of that. Clearly, I wasn't the only one who noticed the company was so grossly overvalued.f

Setting the Record Straight: Taxpayers Not Funding JP Morgan's Bear Buyout

Gentlement what you are all forgetting is that the Fed is not OBLIGATED to remit a single dollar to the Treasury. Just because they happen to have done so in the past does not mean that - for whatever reason - they must, or should continue to do so.

Seth Klarman: Second Coming of Benjamin Graham?

@ Rainmaker

Did you not see the shoutout to Dr. Saville on the last line of the article? Nice, smart guy though.