FredMertz

Will Someone Please Explain Lululemon's Outrageous Valuation?

UA is a terrible comparison. Not a retailer so they must share margins with another party and already dramatically overdistrubuted. There are no retailers with any market cap that have the growth potential for stores and sales that LULU has. Comparative multiples is a wasted exercise as there is nobody who matches LULU on opportunity going forward.

Was Peter Lynch Wrong? Crocs and Other Trendy Companies

Peter Lynch made those comments 20+ years ago, before there were 3 million hedge funds trying to get ahead of every stock move. It really doesn't apply anymore and is a very dangerous way to invest.