The Venture Canyon

Consumer Sector Market Commentary

Talking about $GIS, $QSR, and $LULU... written with Paromartho Chaudhuri

Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

I hold a price target of $304, implying an 18% Downside

Lululemon $LULU Outlook

A brief update on the view of Lululemon going into 2025

A Once Successful Event Driven Trade: Red Cat Holdings, Looks Attractive

I like the stock at these prices

My $LWAY Thesis is done

Danone offers to buy Lifeway at $25/share

Some Stocks I like and current thoughts on the market

Momentum gaining in Capri ($CPRI)

Capri has been gaining a lot of ground lately as the court case against them being acquired has begun, I see $39 as an attractive entry point for them

$LULU Guides Down Again

$LWAY beat $ONON miss but maintain

Eyes On Lulu, $RCAT, VIX Feeds Families Monday

$MTCH Earnings, MAU's -> Top Line Acceleration

The Rotation Continues as Tech Sells Off Again