《ONON, LULU, NIKE, DECK, BIRK, ANTA Sector Analysis》
LULU价格低廉，新CEO的执行可能带来上行空间，但缺乏价值投资者所需的安全边际。
未明确方向
Lululemon更便宜，在亚洲疯狂增长。我也认为Lululemon是他持有的一个巨大仓位，如果不是最大仓位的话。
Ant Lulu cheaper growing like crazy in Asia. And I also think Lululemon is a huge position for him if not the top position.
同样，Lululemon已经突破了所谓的40亿美元收入上限，达到了110亿美元的收入。但从2021年、2019年或2018年以来，它以很高的速度增长了七年。自那以后，股价一直停滞不前。
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.