The creator mentions NN Group, a Dutch insurer, as a stock in their community portfolio where they are up almost 90% and are re-evaluating whether to buy more or sell.
Source Post
Lululemon Stock: A Once-in-a-Decade Opportunity?
Sep 30, 2026
The German Value Investor discusses Lululemon's stock, which has fallen 80% from its peak. Despite declining profits and lowered forecasts, the stock's PE ratio is now around 8.5, with zero debt and a net cash position. The creator questions if the stock is cheap enough to buy, noting that current valuation metrics are at historical lows, and plans to use their valuation tool to determine buy and sell limits.
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Nike is mentioned as a significant competitor to Lululemon.
Lululemon's stock has fallen 80% and now trades at a PE of 8.5 with zero debt, but profits are declining, making it unclear if it's cheap enough to buy.
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