The presenter analyzes Lululemon (LULU), stating it is selling at prices that could very well be interesting, while also analyzing its financials, pointing out it has a $20.05 billion market cap and has generated $1.178 billion in free cash flow, concluding with a stock rating as "buy" based on 90 community members recommendations. His main concern revolves around that fact that LULU net income ($1.78B) is different from the free cash flow ($1.17B), with that being his reason for only putting at LULU a price of $130 per share on his watch list (while giving to the stock a more high potential of revenue growth of a 2-4% annually. The speaker then transitions into LVMH, with market cap of $291.81B, gross profit margin of 67.03%. As with LULU, LVMH is at BUY.