Trevor Scott on X
Where were the signs $LULU https://t.co/B1RLkiGdlH
X
Trevor Scott
Everything we have picked from this writer, newest first.
Trevor Scott on X
$LULU Hilariously bad guide -15% AH "For Q3 of 2026, the Company expects net revenue to be in the range of $2.290 billion to $2.320 billion, representing a decline of 10% to 11%."
Trevor Scott on X
$FFH.TO finally overtaking $MKL on P/B (M2M value not included) "Fairfax currently has roughly $5 billion of excess fair value over carrying value in its associate and market-traded consolidated holdings—about $250 per share pre-tax." - @VikingVan100 https://t.co/fjSNi41Xaj
Trevor Scott on X
@DrewCohenMoney enjoyed your $APP video
Trevor Scott on X
$IGV +7% $CSU.to $TOI.v $LMN.V +1% TSX operates on a delay
Trevor Scott on X
Canadian Banks at 3x P/B again.. $RY ($FFH.to very close to 1x P/B when adjusted M2M) https://t.co/XwXAj84Mf0
Trevor Scott on X
$GOOS continues to fly south new 52 week low -88% drawdown over 7 years. https://t.co/V8kTwqDJVy
Trevor Scott on X
$BABA Aug 20: "For the quarter we repurchased shares for USD 162 million. We remain committed to maximizing long-term shareholder returns through disciplined capital allocation across investments, share buybacks and dividends." Aug 22: https://t.co/zqPOmQ8B8q
Trevor Scott on X
$IGV "I think I was wrong about a few things, but one in terms of the speed: the economy just has so much inertia. People keep doing the same things, buying from the same company, wanting to use their tools the same way." https://t.co/YZQpZZU8Qw
Trevor Scott on X
$APP price now under when Muddy Waters released a short report on the stock last year. https://t.co/U3w8oUnomI https://t.co/SS1Mp9vjRi
Trevor Scott on X
$DECK back at multi year low valuations but concern is the classic value trap risk that margins and ROC are at cyclical peaks. Growth has really fallen off too from 15-18% in 2023-2025 to just 7% in 2026. https://t.co/jvT5HnDjnH
Trevor Scott on X
@GHadjia @MattJMcClintock Growth has been coming off fast at $DECK no? https://t.co/NvAKB2OyqN
Trevor Scott on X
@ValueStockGeek @TSOH_Investing $UAA is a classic example https://t.co/l07hYqHs9w
Trevor Scott on X
It's a decade long race to the bottom $QQQ FCF yield https://t.co/5CtAH61ylK
