In short: Burry's own analogy for Lululemon, relayed with Carlson's caveat that the brand is weaker: "this clothing brand, which I don't even think is good, it's not as good as Lululemon… I don't think it's quite as unique." The point is the tape, not the product — "in just 2022 at $30 per share. It went up to 185. Then it went back to 83, then it went back to $150 per share today." The lesson drawn: "the story for these type of stocks can change dramatically." No stance on the shares.
7:55For example, he references Abercrombie & Fitch. This clothing brand, which I don't even think is good, it's not as good as Lululemon. It's a lot different of a style, but I don't think it's quite as unique as Lululemon. But look at the stock chart. This one was also in just 2022 at $30 per share. It went up to 185. Then it went back to 83, then it went back to $150 per share today.
In short: One of the retailers he interviewed during last year's apparel work about go-forward expansion plans — the calls that produced the second-derivative insight "it's getting harder to find space," which routed him into mall landlords. Channel-check source, not a stance.
33:39that apparel research, one of the takeaways, a second derivative learning we had was when I was talking to Abbercamri and Fitch and talking to Aritzia and talking to Group Dynamite and other retailers last year and I was talking to them about their go forward expansion plans. One data point I kept on hearing over and over again is it's getting harder to find space, right? So all of a sudden, so Alex Avery, who runs Primaris, 52- week high, interesting to note, he bought shares at June 30th
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