seeing this stock at $235 today is blowing my mind. it makes me want to buy as much shares as i can!
@CheesumX4 ай бұрын
Great analysis and commentary. Thanks for your work. The explanations are nice reminders or learning bits for your viewers, too. I'm sure it's repetitive for you to dish them out almost every video but it's appreciated as it helps hammer in principles and attach them to a concrete example.
@CstewartCFA4 ай бұрын
Glad you like them!
@rikiieiam4 ай бұрын
Missed these vids, Cameron!
@Yunggrippacuz4 ай бұрын
timely and awesome. Appreciate your insight 🙌
@Bhongkc4 ай бұрын
2% fcf yield seems a bit aggressive no ? Given the maturity of the business by then with probably mid single digit growth
@harjotbrar19844 ай бұрын
I was thinking the same thing. Cannot call 2% conservative. But great video though 😊
@asrfarinha4 ай бұрын
That's what I thought too. Sure 2% is in line with the last 10 years, but the growth was much higher than what's expected going forward. If one forecasts declining growth then the FCF yield should be adjusted accordingly.
@maximepoirier35894 ай бұрын
Reducing the yield would increase the 10 year stock price, which is less conservative than the 2% yield. The stock price is derived from the 10 year FCF of 17$ divided by the yield.
@asrfarinha4 ай бұрын
@@maximepoirier3589 No one said anything about reducing the yield
@k13team554 ай бұрын
@@harjotbrar1984good to see punjabi here😅.khich ke
@Antares-rt5ub4 ай бұрын
Great video as always. It would be cool to see you do Nike so we can compare them and see which company is better.
@CstewartCFA4 ай бұрын
I posted Nike in the cash flow club.
@HumblePeon24 ай бұрын
I just found your channel yesterday after searching for Lockheed Martin analysis. Your analysis is incredible, thanks for posting these videos for us.
@CstewartCFA4 ай бұрын
Welcome aboard!
@anders_mark4 ай бұрын
Appreciate your content ❤ especially like you shorts about stock picks. Have a great day
@CstewartCFA4 ай бұрын
Thanks for saying that
@jeffpesos84044 ай бұрын
What do you think of their total addressable market? Is it really that big?
@deadmanwalking2134 ай бұрын
Amazing work as always. Thanks for the Education 🏆
@amc76154 ай бұрын
Thanks sir for the very detailed break down.
@Ammar232174 ай бұрын
thank you for being teacher and explaining things.
@ramza6753 ай бұрын
appreciate the analysis and explanation good stuff
@nonexistent50304 ай бұрын
Either it's an LVMH or its a VFC. Fashion is fleeting and unpredictable. But it is compelling.
@srgriffiths4 ай бұрын
Thanks for such an educational and clear description of your analysis. Subscribed.
@CstewartCFA4 ай бұрын
Welcome aboard!
@MrGiggity8907 күн бұрын
Time to buy LULU down here in the mid-250s
@wademartin882214 күн бұрын
awesome video
@207jАй бұрын
Thank you! I've bought shares at 307, definitely going to get more.. Could you do an analysis of LNTH? It has an amazing growth in the past few years, it has an estimated growth of over 30% annually for the next 5 years, and it's undervalued - PE of 12 and PEG of 0.6
@MrFrescocotone4 ай бұрын
Amazing analysis. Still over-priced stock though
@clarkroberts56034 ай бұрын
As a value investor id like it better if it was trading for $50, good businesses and i understand paying a premium for growth but they are a retailer.
@clarkroberts56034 ай бұрын
I do like the aggressive stock repurchase program though.
@Chrishousden244 ай бұрын
You have earned a subscription. Great content!!
@hawtwax3 ай бұрын
I’m trying to understand the consumer strength and preferences. To me it seems consumer weakness is a risk to consider. Whereas preferences, it’s seems very strong with women, Nike is the comparably strong brand for men. Any thoughts?
@Theamanhanda4 ай бұрын
Can you pls make a video on khc
@Pizza-gb1chАй бұрын
@27:03 Not very conservative to average $7, $2 & $12 when $12 and $7 appear to be outliers. At the very least U should skip $12 (I'd remive $7 too).
@RodSerling-y6p23 күн бұрын
Whether you bought it at 300, or 247 today, or maybe 220 tomorrow, it's going over 300 and more later. Be careful if you're trying to 'time the market' low. You may miss out on the uptrend.
@Just-In-Credible4 ай бұрын
Liked, I'm shocked you are not talking about Nike and UPS
@CstewartCFA4 ай бұрын
Nike still looks over priced to me.
@InVirginia3 ай бұрын
LULU seems to be experiencing a lack of confidence as the talking heads worry about the strength of the consumer as the kids call them not politically correct. So how long can mood overwhelm fundamentals?
@leswhynin9134 ай бұрын
It's a compounder. It has higher risk than stocks youve examined recently (Cisco and ADP), and i dont like recent stock repurchases at high prices, but it has upside potential associated with growth in asia pacific
@Winston0Boogie4 ай бұрын
Great video,man. Thanks! I bought your educational videos. I use it when i buy stocks.
@CstewartCFA4 ай бұрын
Glad to hear it!
@FilmsOfGreatness234 ай бұрын
Excellent work Cam. Just picked up some shares today. Of course I made my own decision.
@CstewartCFA4 ай бұрын
Fantastic!
@MrYas184 ай бұрын
Current $366 now, would that take it to 13/14% IRR
@locdoctorfell4 ай бұрын
Ok dude! I’ve always liked your skew on things, and not I dig it even more! Thank you for the history lesson🙌
@Dan-wg5gq4 ай бұрын
Very good. Thank you!
@CstewartCFA4 ай бұрын
Thank you too!
@frossato4 ай бұрын
Great company, but keep it to the future. It is reaching its 200SMA on the weekly chart. It bounced 7 time in the last three years
@jackbrown51844 ай бұрын
What do you think about BLK stock? I believe they meet the 5 criteria. Or at least 60 percent of them. Always appreciate the videos!
@timclark2925Ай бұрын
so I'm guessing you really love it today at $252/shr? thinking about buying here
@CstewartCFAАй бұрын
price is what you pay, value is what you get
@akis2854 ай бұрын
If you say that a valid use of free cashflow is acquisitions then how should we value businesses that only grow through acquisitions?
@adc65774 ай бұрын
It can be a great business. Many businesses have done this incredibly successfully. The execution becomes a much bigger risk, though. Management would need to continue to do it properly which is harder than organic growth
@jamesoconnor8024 ай бұрын
Hi Cameron - what investing books could you recommend?
@ramesha66274 ай бұрын
They mentioned growth will slow down in recent quarter results.
@ichoudhury0074 ай бұрын
This caught my eyes as I couldn’t make sense why it went down when their ER wasn’t bad and guidance wasn’t horrible. So why Wall Street hating it? Did JK praised it😅😂 Your videos is timely; thank you!
@FKAS84104 ай бұрын
I agree about the bit concerning analysts estimates. Around 2021 40 analysts had an average price target of $350 on Carvana when it was clear to anybody with two brain halves that it was a dumpster fire. They just follow price trends.
@NOXkaz4 ай бұрын
Love the company personally, but this falls into the category of stocks that I’d never pay more than 15 times earnings for like Ben Graham says.
@JWSpaceX4 ай бұрын
can you make a video about FIGS? heavy cash on hand, lululemon of healthcare segment
@No-lack0984 ай бұрын
Figs needs better management end of discussion.
@InvestingEasy_4 ай бұрын
i love that shirt
@benheynderickx17294 ай бұрын
deeply appreciate this thesis and analysis , "no nonce and to the point" , thanks and I'm not going to panic on my investment on LULU
@chunwong7205Ай бұрын
295.87 on 7/8/2024
@cristianvenegas92674 ай бұрын
Bought some shares today, lets hope for the best!
@CstewartCFA4 ай бұрын
Fingers crossed!
@RodSerling-y6p23 күн бұрын
Hang in there. This is a solid company. If you are down today, remember to avoid the pitfall of being short sighted on financially strong growth companies like $LULU. Patience my friend. I legged in to a bunch of $LULU also.
@davidlemmon46034 ай бұрын
The ladies love lululemons, it’s like a status symbol… they keep buying them non stop.
@Pizza-gb1chАй бұрын
How are they going to afford them now they must repay their student loans?
@mohmamedahmed50184 ай бұрын
is it possible to review RACE "Ferrari" would it bear lululemon or lemon remains better
@toddmullis80514 ай бұрын
Love your analysis
@randysaur3 ай бұрын
the deal just got sweeter. 348$ per share now.
@brunoradovanovic240821 күн бұрын
-100$ today
@natekennedy16684 ай бұрын
"For all of you fellow degenerate gamblers out there kudos to you" LOL
@a.ringson4 ай бұрын
I still don't get why we treat all FCF as it'd be dividends. Imagine a company that is growing 5%, does not pay dividends, uses all FCF for acquisitions to support that 5% growth. Going forward we assume that 5% growth will be there due to acquisitions and we count FCF as dividends, but it will be spent for acquisitions. Sounds like it's counted twice which boots the IRR artificially.
@alwarithalkhusaibi7902Ай бұрын
Now it's about $300
@iakobkv27122 күн бұрын
1k$ for LULU dawg? :D
@RayRay793 ай бұрын
I like LULU!
@martinithechobit2 ай бұрын
Time to buy now?.hahah.
@ai77834 ай бұрын
Can you do allbirds $BIRD
@somchai90334 ай бұрын
Like it at $400, you’ll love it at $357
@ttsvlog31914 ай бұрын
Like it at $357, you’ll love it at $335
@Dr.Dumpnpump4 ай бұрын
Wait until it hits 250, like it, live it, love it.
@theresamorgavi91963 ай бұрын
312 now going under 300 soon CPO leaving… will buy lulu soon
@Dr.Dumpnpump3 ай бұрын
@@theresamorgavi9196 I’d consider it at $250.
@sloppyjoehillups3 ай бұрын
How about 299?
@RafitoMembroza4 ай бұрын
I agree with other people that your cashflow yield assumptions are too aggressive. I would have said 4-5%. Plus, forward earnings is not 17x, but 27x, at least according to Yahoo Finance for end 2024.
@lumpenstumper61513 ай бұрын
Yum 299$ 🔥
@23pinkpear4 ай бұрын
at my daughters school alo yoga is in lululemon is out
@niklas57714 ай бұрын
alo yoga seems to have worse quality than lululemon
@ttoo64634 ай бұрын
The Numbers say different
@Pizza-gb1chАй бұрын
Elementary school? 💁 It woyld be more helpful if u provided details.
@Jan-rk8gs4 ай бұрын
Opportunity
@seonggkim4 ай бұрын
Seems like a too good to be true company. Wow…
@georgesamaras2922Ай бұрын
ULTA vs LULU
@CBLE4 ай бұрын
All my homies hate the mouse.
@CstewartCFA4 ай бұрын
Hahahahahahah yess
@dr.ptrkjc4 ай бұрын
I hope it's not just a fad and will laat long like Nike
@jeremyreinhold362012 күн бұрын
Buy costco. Theyre gonna eat lulus lunch
@InvestingCatalysts4 ай бұрын
building brick and mortar stores is bad. It was for amazon, tesla and other new companies whose customers all came from the web. Why waste margin on real estate and retail employees, and make it easy for customers to do returns. When, they can just stay on the web. Bad move
@leegengxiang21734 ай бұрын
Apparel business can hardly avoid brick and mortar. Sizing and how it looks will never be completely online. To a certain extent, even cars like Tesla can avoid the showroom but I don;t think clothing, footwear and apparel will ever reach that state completely.
@samyueldanyo86794 ай бұрын
The above comment is correct but also look it from the Apple prism. They are trying to emulate a premium brand with a community.
@InvestingCatalysts4 ай бұрын
@@leegengxiang2173 Bezos famously said internally, "we do want our customers who need handholding to go to our competitors, it reduces our costs and increases theirs at the same time". every professional I know under the age of 30 hasn't been in a clothing store since precovid. they are brand loyal and know the fit of the brands they are loyal to. Brands like Columbia, Levis, Lulu and Zenni have proven that detailed consistent sizing and fitment lets them grow on platforms like Amazon without brick and mortar. Lulu would be better off expanding into more international markets by mail. Places like Brazil, Southern Europe. There is low hanging fruit and management is building expensive stores. Bad move. That is why its on sale. The story has run to its conclusion. Until management comes with a new geography, or new products (make up or jewelry or shoes or . . . ); its gonna be a value trap.
@resipsaloquitur177517 күн бұрын
What about the fickleness of the typical consumer...? Do you really think that Lululemon will be a popular brand 10 years from now? I doubt it. Look at every other "brand retailer" over the last 20 years... Eddie Bauer, American Eagle, Aeropostale, GAP, etc. etc. they don't hold out over time.
@Paul-ul7tv12 күн бұрын
Debt is zero😂? I saw balance sheet. lululemon has the liabilities.😅 What's level of liabilities can be judged to zero debt?
@TheKolopololo12 күн бұрын
Jesus, debt and liabilities are definitely not the same thing. I suggest educating yourself on the matter.
@Paul-ul7tv12 күн бұрын
@@TheKolopololo Okey, I know where I am wrong. Here is cash flow. I am sorry bro.