A $500M call option on home gyms - discu.eu

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A $500M call option on home gyms https://napkinmath.substack.com/p/the-future-of-fitness-lululemon-buys 245 comments 8/7/2020

Linking pages

The Economics of the Cult of Lululemon – MBI Deep Dives https://mbi-deepdives.com/lulu/ 26 comments
Nike: The Dark Horse of Digital Fitness - by Rob Litterst https://goodbetterbest.substack.com/p/nike-the-dark-horse-of-digital-fitness 0 comments

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