Everything Money 对 $LULU 的判断变化

2026-09-21
《If You’re a Lululemon Shareholder… Get Ready! $LULU》
LULU 估值偏低,但因长期品牌存续的不确定性而被排除在投资组合之外。

Lululemon的股价曾值516美元,所有人都极其喜爱它。如今,该股暴跌至96美元以下,较其历史最高点下跌了惊人的81%。

Lululemon's stock was worth $516 and everyone absolutely loved it. Today, the stock plummeted to below $96, a staggering 81% drop from its all-time high.

在它昂贵又受欢迎的时候,人人都想分得一杯羹。如今它变得便宜又遭人厌恶,几乎没人想要它,只有一个人例外——迈克尔·佩里,《大空头》的传奇人物,他此刻正在买入更多。

At a time when it was expensive and popular, everyone wanted to get a share of it. Now that it has become cheap and hated, hardly anyone wants it, except for one man, Michael Perry, the legend of "The Big Short," who is buying more of it as we speak .

2026-09-14
《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.