LULU is cheap with potential upside from new CEO execution, but lacks margin of safety for value investors.

Ant Lulu cheaper growing like crazy in Asia. And I also think Lululemon is a huge position for him if not the top position.

Similarly, Lululemon has passed that four billion let's say ceiling went to 11 billion in revenues. But since what was this 2021, 2019, 2018, it's grew for seven years at great rates. Since then, the stock has done nothing.

So if we continue speaking of Lululemon, his Michael Bur discussing how it did great in the past. Yes, it did great in the past. Will it be another of these brands? Who knows?

He says that the bad management at the moment is great. The new CEO should bring to changes, cash flows, buybacks. Any shakeups by the new CEO can bring it back to growth.

So guidance still growing, still okay. But you can see here not growing China the drum scandal things like that Lululemon is very cheap from that perspective but I also told you I'm not betting when it was at 200 then final call on 160 then it went even lower the situation here is you might catch the bottom what's the value to private owner 10 billion but we are there 1 billion free cash flows that would make it interesting so no not yet margin of safety

on on growth bet Lululemon it's cheap but as a value investor I need more certainty if you want to risk 7 10% of your portfolio then now it is the time to buy

Lulu is cheap.

However, don't get me wrong, Lululemon, it's already up 20% now. If you buy it, you can make 50% if the CEO does well.