lululemon athletica inc. ( LULU ) is at an interesting point in time. The athleisure brand’s U.S. performance has continued to show weakness, now leading to leadership changes as Calvin McDonald is stepping down from the CEO position. lululemon is in theI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by u ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

The U.S. stock market has had an interesting year in 2025. The focus point has been between surging AI investments, President Trump’s quickly changing tariff policies, higher-for-longer interest rates, geopolitical risks and defense stocks, and increasing economic uncertainty in aI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifyin ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

Oxford Industries, Inc. ( OXM ) reported the company’s fiscal Q3 results for the August-October period on the 10 th of December. The apparel brand owner’s retail performance has remained weak, now leading the company toI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a c ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

公司财务表现 - Academy Sports and Outdoors Inc (ASO) 于12月9日报告了其8月至10月期间的2024财年第三季度业绩 [1] - 该零售商的同店销售表现仍然相对疲软 [1] 作者背景与投资方法论 - 作者是一位专注于小盘股投资的活跃投资者 在美国 加拿大和欧洲市场拥有投资经验 [1] - 其投资理念是通过理解公司财务背后的驱动因素来识别错误定价的证券 最终通常通过贴现现金流模型估值来揭示 [1] - 该方法论不拘泥于传统的价值 股息或增长投资 而是综合考虑股票的所有前景以确定风险回报比 [1]

公司业绩与品牌表现 - Victoria's Secret & Co (VSCO) 于12月5日公布了其8月至10月期间的2024财年第三季度业绩 [1] - 该零售商的品牌在经历成功的转型后正明显重焕活力 [1] 作者背景与投资方法论 - 作者是一位专注于小盘股投资的活跃投资者，在美国、加拿大和欧洲市场拥有投资经验 [1] - 其投资理念是通过理解公司财务背后的驱动因素来识别错误定价的证券，最终通常通过贴现现金流模型估值来揭示投资机会 [1] - 该方法论不拘泥于传统的价值、股息或增长投资，而是综合考虑股票的所有前景以确定风险回报比 [1]

投资理念与方法论 - 投资策略专注于识别被错误定价的证券 通过深入理解公司财务背后的驱动因素来实现 其核心估值工具是贴现现金流模型[1] - 该方法论不局限于传统的价值、股息或增长投资 而是综合考虑股票的所有前景以确定风险回报比[1] - 投资重点区域覆盖美国、加拿大和欧洲市场 主要关注小盘股公司[1]