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2 Comments

    • UBS Analyst: Expect Significant Growth in Lululemon 4Q Earnings [view article]
      I'm really glad the previous person had great experience in the store! Congratulations. It has always been my experience to swing by an athletic store to relax.

      It's important to remember there is nothing proprietary about LULU product. It's nike / Underarmor with their logo on it. If Nike / Adidas / Underarm they can start making new products tomorrow. There are no barriers to entry. What is there sustainable competitive advantage? Can anybody really answer that question?

      In addition, I might not be the hippest person in the room, since when did Yoga become a 2 billion dollar industry? Has Yoga become the next big fitness craze? Not really... Unlike Starbucks, anybody can learn to drink coffee. Does this mean that all out of shape Americans are going to put down there Carls Jr. chili cheese burgers and start doing yoga?

      Obviously I’m short on this stock. I have seen new trends come and go. (KKD, CROX, UA) If your long and you keep acting like it will return $50. Hey good luck. In this economy that old t-shirt and sweat pants will do just fine.
      Apr 02 03:23 PM
    • Chipotle Mexican Grill: Spicing Up Fast Casual [view article]
      Did you buy at $150? Feb 25 09:09 AM
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