Solity (@solityhq) 's Twitter Profile
Solity

@solityhq

Value investor | Reading through the noise | Sharing my thesis, tracking my journey

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calendar_today10-12-2022 12:31:22

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Solity
@solityhq

24 days ago

I’d be lying if I said I didn’t find this drawdown on $LULU at ~15x P/E…compelling for a premium apparel brand. 20% revenue CAGR, debt-free balance sheet, and global growth potential are hard to ignore.

I’d be lying if I said I didn’t find this drawdown on $LULU at ~15x P/E…compelling for a premium apparel brand. 20% revenue CAGR, debt-free balance sheet, and global growth potential are hard to ignore.