Plus: đïž A watchlist of 20 everyday brands with moats
Narratives you
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- Why Lululemon isn't a broken brand, but a business priced for a decline that hasn't happened.
- Why Alphabet isn't a buy simply because Buffett bought it, but a reminder that price still matters.
- Why Veeva Systems isn't just software, but a compliance moat pharmaceutical companies can't route around.
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Quantifying the Transition: Why Lululemonâs Moat Remains Intact |
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Why this Narrative made this weekâs picks |
Lululemon is navigating a leadership change and a bruised brand, with the stock down sharply from its highs. Author ran a probability-based simulation instead of a single forecast, and finds the market pricing in a decline far harsher than the balance sheet supports. |
Authorâs valuation assumes ~8% p.a. revenue growth for 5 years. |
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Warren Buffett Just Bet $10 Billion on Google. The Catch? You May Already Be Too Late. |
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Why this Narrative made this weekâs picks |
Berkshire Hathaway just put $10 billion into Alphabet, and the stock has run past even the bull case. Author argues Alphabet is one of the strongest businesses in the market, then immediately qualifies it: a wonderful business at the wrong price is still a poor investment. |
Authorâs valuation assumes ~15% p.a. revenue growth for 10 years. |
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AI-Powered Veeva Systems Poised for Solid Growth Amid Regulatory Stability |
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Why this Narrative made this weekâs picks |
Veeva sits inside pharmaceutical workflows customers cannot easily rip out without real compliance risk. Author argues that durability, not the software itself, is the real investment case. The company's new AI platform is treated as upside still waiting to be proven, not a guaranteed driver. |
Authorâs valuation assumes ~19% p.a. revenue growth for 5 years. |
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| Watchlist: Everyday Moats | | 20 companies · curated by tripledub | | AAPL | NFLX | MCD | NKE | COST | +15 | | | 20 market-leading brands the author uses, wears, eats, or relies on daily, tracked for the kind of durable edge that comes from firsthand experience, not a spreadsheet. | | See the Watchlist | |
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Simply Wall St has no position in any of the companies mentioned. These narratives are general in nature and reflect the authorsâ own opinions only. They do not represent the views of Simply Wall St and do not constitute a recommendation to buy or sell any stock. Any scenarios or fair value estimates discussed are exploratory only, are not indicative of the companyâs future performance, and do not take into account your objectives or financial situation. The authorsâ analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this email/website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. |
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