Published: June 26, 2015
Any time a business sells a product that you’re intimately familiar with, where you understand pricing power and competition, I think an investor should always carefully evaluate it. In my case, many of my friends own a GoPro, I’ve seen their videos, I’ve used their product on vacation, and I und...
Published: April 01, 2014
It's obviously not going to be easy for the company to turn around in a quarter or two, but with previously successful new management, solid fundamentals and the worst being priced into the stock with a short interest of some 20-21%, I believe LULU represents a solid opportunity for anyone that w...
Published: November 14, 2012
Despite the macro headwinds in Europe, the returns on ANF’s international stores are excellent (35%+ after incremental non 4-wall costs) and its Direct-to-Consumer business continues to deliver healthy revenue growth (20%+) and operating margins (40%+).