> ## Content Index
> Fetch the complete content index at: https://www.mbi-deepdives.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# Never Sell: Episode 10-Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
- URL: https://www.mbi-deepdives.com/never-sell-episode-10-lululemon-align-llms-and-newsletters-portfolio-holdings-right-for-the-right-reasons/
- Published: 2025-09-29T12:53:16.000Z
- Updated: 2025-09-29T12:53:16.000Z
- Author: MBI Deep Dives
- Tags: LULU, Never_Sell

For the “Never Sell” podcast, [Scuttleblurb](https://www.scuttleblurb.com/?ref=mbi-deepdives.com) and I published a new episode. You can listen to it here: [Spotify](https://open.spotify.com/episode/698Qic75tIlmcqYoV7RqzX?si=f3msNmUuSveyXLwVWsmJVw&ref=mbi-deepdives.com), [Apple](https://podcasts.apple.com/us/podcast/lululemon-align-llms-and-newsletters-portfolio/id1786912203?i=1000728947337&ref=mbi-deepdives.com), [YouTube](https://www.youtube.com/watch?v=XC6EP4QRX3o&ref=mbi-deepdives.com), [RSS feed](https://feeds.buzzsprout.com/2435713.rss?utm%5Fsource=substack&utm%5Fmedium=email)

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.

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