Follow the Pundits
Tag: Consumer Discretionary
Michael Burry Has 38% of His Portfolio in Lululemon: Time To Wear The Pants?
Michael Burry just made Lululemon a top portfolio holding. With valuation down, buybacks up, and shorts watching — is it time to wear the pants?
Insiders Are Buying Under Armour: Strong Suit or Skip the Knight-Mare?
Under Armour trades over 90% below its all-time high—but insiders are buying aggressively. Is this a rare turnaround opportunity or a classic value trap? Let’s break it down.