Consumer Durables U.S. Community
Our community narratives are driven by numbers and valuation.
Consumer Durables U.S. Investing Ideas
lululemon athletica
40.1% undervalued intrinsic discount
Quantifying the Transition: Why Lululemon’s Moat Remains Intact
View narrativeHA
Published 10 Jun
SharkNinja
46.8% overvalued intrinsic discount
Everyone Owns a Ninja. That Doesn't Make It Cheap.
View narrativeAS
Published 5 Jun
Crocs
100.0% undervalued intrinsic discount
Crocs will step into the future with revenue growth
View narrativeOL
Published 15 Jul
lululemon athletica
63.4% undervalued intrinsic discount
China Is Growing 46%, The Stock Is Down 47%. Growth and Value Outside the US Market.
View narrativeSE
Published 14 Mar
NIKE
24.1% undervalued intrinsic discount
My long-term take on Nike: A global sports brand with steady growth potential but margin challenges to solve.
View narrativeNA
Published 24 Feb
lululemon athletica
58.9% undervalued intrinsic discount
Lululemon (LULU): Undervalued Growth in Premium Athleisure – High ROIC and Strong Cash Flow Support a Compelling Buy Thesis
View narrativeDS
Published 10 Jan
lululemon athletica
58.7% undervalued intrinsic discount
Lululemon’s Chinese stores are getting better as Lulu US stores have a chance to become a contender in retail if they fix some flaws.
View narrativeFI
Published 3 Jan
