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Cassandra Unchained

Everything we have picked from this writer, newest first.

Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…

Cassandra Unchained Sep 4

Tailored Brands’ bankruptcy erased an asset-backed small-cap thesis, while lululemon has become the portfolio’s largest and most…

Cassandra Unchained Sep 3

Michael Burry on Build-A-Bear Workshop, Part 1.

Cassandra Unchained Aug 29

Nvidia features in the August 26, 2026 Trading Post.

Cassandra Unchained Aug 26

Mercado Libre (MELI) long position was increased at $1,850.

Cassandra Unchained Aug 12

Molina Healthcare was increased at $198 to a full position, with political-season benefits supporting the long-term thesis.

Cassandra Unchained Aug 11

Flutter cut forecasts after U.S. gambling EBITDA fell 70% to $119 million, with prediction markets pressuring FanDuel as leverage rises to…

Cassandra Unchained Aug 5