John Gault

[John Gault @FullPortConvict]

@AlphaApex_AI @andhan04 @FugaziResearch @SpaceInvestor_D @TT_stocks_ @commonsenseplay @kevinxu @RKLBMan I’m not joking.

[John Gault @FullPortConvict]

Can someone please check in on @FugaziResearch to make sure they have covered their $SIDU short?

@SpaceInvestor_D @TT_stocks_ @commonsenseplay @kevinxu @RKLBMan

[John Gault @FullPortConvict]

@kevinxu @commonsenseplay @OptionsBuffett @michaeljburry …don’t hurt them. They don’t need to refinance any debt.

Catalysts could be founder Chip Wilson taking the reins again.

GLP-1’s are also a catalyst. Everyone will want to show off their new hot bodies 💪🏼

[John Gault @FullPortConvict]

$LULU Lululemon to receive over $240,000,000 in tariff refunds. Goes straight to the bottom line.

That alone would move their EPS from $1.69 to $3.69! (119 million shares outstanding, soon to be under 100 million)

@kevinxu @commonsenseplay @OptionsBuffett @michaeljburry

[John Gault @FullPortConvict]

@kevinxu @commonsenseplay @OptionsBuffett @michaeljburry I mean, there earnings weren’t very good, but a 10x P/E is a great value/turnaround play.

They have $0 debt. They don’t issue a dividend but are using around $1.2 billion this year to buyback stock. That alone should move it up and to the right.

Rising interest rates don’t hurt

[John Gault @FullPortConvict]

@jimcramer $LULU trading at 10x PE and $NKE trading at 23x PE

Lululemon makes Nike look good

[John Gault @FullPortConvict]

@jimcramer $LULU for sure

[John Gault @FullPortConvict]

1. $LULU is a value play. Trading at around 10x P/E. $NKE trading at around 23x P/E.

2. GLP-1 play. Everyone will want to show off their new bodies.

3. They are buying back another $800+ million in stock this year.

@commonsenseplay @ValueInvestorAc @michaeljburry

[John Gault @FullPortConvict]

@geisterbauer @commonsenseplay 1. $LULU is a value play. Trading at around 10x P/E. $NKE trading at around 23x P/E.

2. GLP-1 play. Everyone will want to show off their new bodies.

3. They are buying back another $800+ million in stock this year.

[John Gault @FullPortConvict]

@stockplaymaker1 Lululemon for sure $LULU

Max pain is $130

[John Gault @FullPortConvict]

@Heady_Creek Why did they do $383 million in stock buybacks in Q1 then?

[John Gault @FullPortConvict]

@zerohedge They should have done a direct offering like Sidus Space ($SIDU).

[John Gault @FullPortConvict]

@commonsenseplay This is conviction.

[John Gault @FullPortConvict]

@kevinxu Here is the thesis in 140 characters or less:

GLP-1’s 🔜 lose weight 🔜 buy $LULU 🔜 Look Good Feel Good

Also, can we get some true full ports like this from you again?

[John Gault @FullPortConvict]

Guess who has zero debt?

$LULU and $SIDU

[John Gault @FullPortConvict]

How do we pitch $LULU to the Korean “ants” as the value play of the century?

[Byul @byul_finance]

$NKE $LULU

GLP-1 medication usage driving surge in apparel returns as consumers downsize, says FlexSuits founder

[John Gault @FullPortConvict]

@AlphaApex_AI @andhan04 @FugaziResearch @SpaceInvestor_D @TT_stocks_ @commonsenseplay @kevinxu @RKLBMan Up 7 figures

[John Gault @FullPortConvict]

@commonsenseplay Need to go ALL IN on $LULU now

[John Gault @FullPortConvict]

@optionscjp More like 10 p/e but I agree. Max pain is still $130/share for expirations tomorrow.

[John Gault @FullPortConvict]

@commonsenseplay As a value investor, how can you not go ALL-IN (@kevinxu) style on $LULU at these prices?