《Every Stock Michael Burry Is Buying Right Now! (3 Major Moves)》
LULU 并未走到尽头；尽管面临逆风且销售放缓，其财务质量（低估值倍数、高 ROIC）支撑其在企稳情况下实现约 21% 的内部收益率。
头条是Lululemon，那家瑜伽裤公司。Bur买的可不是一点点。他把它做成了自己最大的持仓，估计约占其整个投资组合的17%。
The headline is Lululemon, the yoga pants company. Bur didn't just buy a little. He made it his largest position estimated around 17% of his entire portfolio.
用他自己的话说，他称它为“我投资组合里的捣蛋鬼”。当时他说，我引用一下：“这一次，捣蛋鬼是我最大的持仓。”随后Lululemon公布了一份真正糟糕的季度财报，股价暴跌至100美元以下。
In his own words, he called it the trickster in my portfolio. when he said, and I quote, "This time the trickster is my largest position." Then Lululemon reported a genuinely awful quarter and the stock crashed below $100.