lululemon(US:LULU) Seeking Alpha·2026-02-12 20:09Core Viewpoint - The article introduces Meridian Research as a new contributing analyst to Seeking Alpha, emphasizing the importance of sharing investment ideas and insights within the investment community [1]. Group 1: Analyst Background - The analyst has over 10 years of experience in public markets and holds an MBA, leading a boutique research and corporate finance firm focused on structuring deals in the Argentine market [2]. - The firm specializes in tailored equity research and valuation analysis for small and medium-sized businesses (SMBs) [2]. - The analyst is particularly interested in overlooked stocks where the narrative diverges from fundamentals, identifying these as potential long-term investment opportunities [2]. Group 2: Investment Approach - The investment approach begins with understanding the driving factors behind a company's economics, including competitive positioning, unit economics, margins, reinvestment needs, and balance sheet health [2]. - Valuation is viewed as a tool to comprehend what the current price implies and what conditions must be met for the investment to be viable, rather than a single "fair value" number [2]. - The analyst values constructive feedback and alternative views to refine investment theses and identify potential blind spots [2].