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YahooAugust 11, 2026 at 10:27 AM NY24 days ago

JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

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