Never Sell: Episode 10-Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

For the “Never Sell” podcast, Scuttleblurb and I published a new episode. You can listen to it here: Spotify, Apple, YouTube, RSS feed

As the title suggests, we tried to cover a bunch of topics, but I wanted to highlight our discussion on Lululemon. Lululemon has been a big loser for me in 2025 and through my introspection, this episode may be some source of vicarious learnings for you.

As a reminder, if you have any questions for either MBI Deep Dives or Scuttleblurb, please feel free to email us the questions which we may try to respond/discuss in our future episodes.