#22 - Research of Lululemon using Fisher’s Investment Checklist

OMD DAILY

English - June 05, 2020 12:30 - 33 minutes - 30.3 MB
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Previous Episode: #21- Learning about Michael Shearn of Money Compound Fund. A true people investor.

Next Episode: #23 - Learning From Ben Thompson & Bill Gurley on Marketplaces, Platforms & Aggregator Businesses

June 4, 2020: A first look at Lululemon through its 2019 annual report, proxy statement and articles into the company’s culture and history. Once again, I use Phil Fisher’s 15-point investment checklist as the foundation and if I were to hint on the verdict…. It’s been disappointments on its management for a business I had high hopes for. I still recommend taking a look at the business that brought us athleisure.

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