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Lululemon Model Download: https://drive.google.com/drive/folders/14OGmUxmGoQmFvvapDLFRRN_rchAE2mUp?usp=sharing

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Graham asked Fable 5 for a five-year three-statement operating model on Lululemon.

A few short paragraphs of instruction: where to pull historic results from, where to source forecasts, what structure to use, which levers matter for a retailer with stores, inventory and an active restructuring plan.

What came back was more than a set of forecasts. Claude split revenue by geography rather than product segment, having worked out that the Americas, China and rest of world story matters more for this business than menswear versus womenswear.

It chose INDEX over CHOOSE for scenario selection without being asked. It flagged share buybacks so the diluted share count wouldn’t distort EPS. It broke out operating leases separately, which matters when a retailer can grow its store base through leases instead of CapEx.

It also wasn’t flawless. Debs caught a scenario gap in the depreciation logic and a judgment call on deferred revenue that a research analyst would handle with a dedicated schedule.

Timestamps:

0:00 Intro
0:20 This week’s challenge: AI model building
0:59 Why Lululemon again
1:39 The prompt: how Graham set it up
3:03 What a 3-statement operating model actually is
4:14 Lululemon’s proxy fight & China problem
4:43 Cover tab: scenarios & model checks
7:21 Bull / base / bear revenue cases
8:29 The README tab (context for the agent)
9:52 Assumptions: revenue split by geography
12:20 INDEX vs CHOOSE (and why it matters)
14:23 Working capital & CapEx cases
16:10 Income statement & pulling historic data
17:28 Normalization & restructuring adjustments
19:52 Chip Wilson & the proxy contest explained
22:25 CapEx vs D&A: does it flow through?
25:16 Balance sheet walkthrough
29:38 The cash flow statement (the hard part)
35:36 Leases, equity roll-forward & buybacks
37:30 Sensitivities & the data-table workaround
41:33 Posting the file & final thoughts
42:37 The grade: a B+
44:20 What’s next & sign-off

Topics covered:

→ Why revenue got split by geography instead of product segment
→ INDEX vs CHOOSE and why unprompted formula choices matter
→ The readme tab: giving an agent persistent context so the file becomes a living document
→ Three genuine scenario cases rather than plus or minus 100 basis points
→ Where the D&A logic breaks when you flex the CapEx case
→ The deferred revenue treatment Debs would have built differently
→ Why the Excel API can’t create a data table and what Claude did instead
→ Both grades and why Graham thinks Debs was harsh

Why Wall Street Prep?

Wall Street Prep is the trusted training provider for the world’s top investment banks, private equity firms, Fortune 1000 companies and business schools.

Our online training and instructor-led boot camps are direct adaptations of our corporate training, making Wall Street Prep the ideal choice for those looking to break into finance.

DISCLAIMER:

The information provided in this video is for educational and entertainment purposes only and does not constitute financial, investment, tax, or legal advice. Investing involves risk, and you may lose some or all of your capital.

Past performance is not indicative of future results. Please conduct your own due diligence or consult with a certified professional before making any financial decisions.

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My goal in this video is to show you EVERYTHING that I’ve learned over 7 years of trading & investing and show you how to be in the 1% of investors. Right now we have an opportunity to invest in an emerging market that can make us generational wealth, this is how.

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Video Chapters:
0:00 – Intro
1:23 – Crypto Basics
3:44 – Huge Potential
10:03 – Crypto Fundamentals
17:55 – Crypto Technicals
26:26 – How to Make Money
30:47 – How To Buy & Sell
34:35 – How To Be Organized

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Business Enquiries: craig@highperformers.io

Disclaimer:
The content covered on this channel is NOT to be considered as any financial or investment advice, it is for entertainment purposes only. Links and products in this video generate affiliate commissions for Craig Percoco. Compensation is received from Public for sponsored materials. Craig Percoco is part of an affiliate network. Futures and crypto trading are highly risky, not for everyone. Loss exceeds initial investment. Use risk capital, considering financial security. Past performance does not equal future performance. Always assess risks before trading. Trading may incur additional fees. If you disagree with these terms please leave the channel immediately.

#crypto #investing #altcoins

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Financial Lies – Part 5

“MerI salary achhi hai, toh main financially secure hoon.”

But is a high salary really the same as being wealthy?

Not necessarily.

Someone earning ₹2 lakh a month can still struggle financially if they spend ₹1.8 lakh every month.

At the same time, someone earning ₹1 lakh and consistently investing a portion of their income can steadily build wealth.

Salary tells you how much you earn.

Net worth tells you how much wealth you have actually built.

High income ≠ financial freedom.

This is Part 5 of my Financial Lies series, where we challenge common beliefs about money, investing and wealth creation.

Follow for practical personal finance and investing insights.

#FinancialLies #PersonalFinance #MoneyMindset #WealthCreation #FinancialFreedom #Investing #FinanceIndia #MoneyTips #Shorts

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Headline: Saylor’s Strategy sold 1,690 BTC for $108 million.

Same week: the ETFs bought $853 million.

Eight times more Bitcoin was absorbed than was sold. And price went sideways all week. That is the tell. If this were as damaging as the headline implies, the chart would have said so.

What is actually happening:

Strategy owns 4.19% of all mined Bitcoin. BitMine owns 4.81% of all Ethereum, and added another 7,391 ETH last week to reach 5.81 million.

Both are underwater by almost the same amount. Strategy is down $8.73B unrealized and needs +16% to break even. BitMine is down $9.31B and needs +83.8%.

Neither one looks worried. Saylor is running the mechanism he has described for years. Tom Lee has never sold a coin and just keeps buying.

Meanwhile BTC sits on the 200-week moving average, the same line that has marked bottoming ranges in prior cycles. Our risk model reads 20. Historically from that level, price was higher 67% of the time after three months and 100% of the time after a year.

The story is not that Saylor sold. It is that the bid came back and absorbed all of it.

Intro 00:00
Big transfer of Bitcoin 2:20
Bitcoin price action 6:40
Crypto accumulation 8:15
Eth price action 12:00
Altcoins vs bitcoin 13:25

Charts I use are TradingView: Pick up a paid plan, you get up to $15 as a bonus! Use my link to sign up: https://www.tradingview.com/?aff_id=114269

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This channel focuses on macro crypto analysis, liquidity cycles, and market behavior to help long-term investors understand where we are in the broader financial cycle. I cover Bitcoin, crypto, and altcoins like ethereum, solana, cardano, sui, and more.

This content is for patient capital, not short-term speculation.
⚠️ Disclaimer: The above video references an opinion and is for news/information and entertainment purposes only. It is not intended to be investment advice, financial advice, or any solicitation, recommendation, endorsement, or offer that you buy or sell any cryptocurrency or securities. Trading in cryptocurrencies and securities is a high risk activity involving risk of loss so please seek a duly licensed professional for investment or financial advice. The information provided on this video should not be used to make any investment or financial decisions without consulting your financial or investment advisor. This video contains my opinion only and is not intended to cause harm or defame anyone or any entity.

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The local share market surged to its highest level in five months after a buoyant session in New York last night.
That was despite a bounce in the oil price following threats made to Iran by Donald Trump.
Subscribe: http://ab.co/1svxLVE
Read more here: https://www.abc.net.au/news/2026-08-04/asx-markets-business-news-live-updates-tuesday-4-august/106993210

Note: In most cases, our captions are auto-generated.

#ABCNEWS #ABCNEWSAustralia #ABCBusiness

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CARABIN3 – MONEY K

Escucha / Stream “MONEY – K” en tu plataforma favorita

Suscríbete al canal oficial de CARABIN3: https://www.youtube.com/@CARABIN3?sub_confirmation=1

Síganme en mis redes sociales:

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#Carabin3 #MoneyK #TrapColombia #TrapLatino #Svnty #MusicaUrbana

SUNRISE RECORDS ®️

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XRP VOLATILITY AHEAD HERE’S WHY! – PREPARE NOW BEFORE MASSIVE WEALTH SHOWS UP!

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This video is about XRP. This video is about XRP and Ripple. Huge XRP update you need to see.
XRP Update, Ripple Update, Ripple XRP News: Latest News

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Hey, I am Rich from Common Sense Crypto, bring you crypto news & information regarding the cryptocurrency market. The content on my channel will focus on news, common sense, insights and overall guides regarding XRP, Bitcoin, Ethereum, HBAR, & various altcoins.

DISCLAIMER: I am not a financial adviser, & all information given in my videos or on my social media platforms is for entertainment purposes only and is not financial advice.

Description Tags (Ignore)
#xrp #ripple #crypto

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Master the fundamentals of global financial markets—including stocks, indices, commodities, and currencies—before placing your first trade.

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⚠️ Disclaimer
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#FinancialMarkets #StockMarket #Trading #Investing #Finance #MarketBasics #LearnTrading #Nifty #TradeAchievers #TheTradingCampus #ForexTrading #OptionsTrading

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The Clarity Act is at the center of a debate over national security. Learn why this legislation matters for American leadership in finance.

This breakdown examines the ongoing struggle to pass the Clarity Act and what it means for the future of digital assets. We explore the arguments from proponents who believe this bill is essential for establishing necessary regulatory clarity. If you are following the intersection of government policy and technology, this summary provides the context needed to understand the current legislative landscape.

Opponents argue the bill has been stalled, but the conversation remains critical for those tracking financial regulation. We analyze the specific claims being made regarding how this act influences our broader economic standing. By watching, you will gain a clearer picture of why the Clarity Act continues to be a focal point in Washington.

Subscribe for weekly policy breakdowns, and comment below with your take on the future of digital asset regulation.

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▸ Explore Nexo: https://nexo.sjv.io/CryptoSensei
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⭐ Community + Free XRP Newsletter
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🔗 Contact & Collaborations
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🔴 Full Legal & Regulatory Disclaimer
▸ https://docs.google.com/document/d/1T_wTsSkXDZqdgKDUOKfIEKF-a7ur2kX8gw-e3aAq_Q4/edit?usp=sharing

#XRP #Ripple #Crypto #Blockchain #CryptoNews #xrpledger #xrpnews #cryptocurrency #altcoins #blockchaintechnology #cryptotrading #ripplexrp #xrpholders #xrparmy #xrptoday #xrpupdate #cryptosensei

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We’ve been investigating charges of financial corruption against President Trump and the Trump family, during his second term in office. What we’ve found is shocking.

This is not a partisan video – it’s not intended to take sides. We’re just presenting the evidence about insider trading on oil and S&P 500 futures in the Iran War, and Trump’s crypto enterprises.

World Liberty Financial (WLFI) and the Trump memecoin have enabled the President to make billions. And there seems to be foreign entanglement as well.

This transactional approach to politics is highly troubling. Corruption has been rife for a long time in politics, but this is off the scale.

00:00 – Introduction
00:24 – Political Corruption
01:14 – Iran War
02:14 – Oil Futures Insider Trading
02:54 – What Is An Oil Future
04:05 – S&P 500 Futures Insider Trading
05:06 – Crypto Corruption
05:20 – World Liberty Financial
06:50 – Trump Memecoin
07:35 – Foreign Interests
08:15 – Steve Witkoff
08:52 – Elon Musk
08:53 – Buying Political Influence Through Donations

#trump #crypto #memecoin #corruption #politics #geopolitics #money #oil #iran #iranwar #insidertrading #stocks #stockmarket

References:
https://campaignlegal.org/document/tracking-trump-administrations-most-corrupt-transactions
https://www.axios.com/2026/03/25/trump-iran-oil-insider-trading
https://www.bbc.co.uk/news/articles/cg547ljepvzo
https://www.ft.com/content/1171d623-3709-4f6e-8ded-a5df4ec57696?syn-25a6b1a6=1
https://www.ledgerinsights.com/trump-linked-crypto-venture-world-liberty-sold-49-stake-to-uae-state-affiliated-firm/
https://www.reuters.com/world/middle-east/wlfs-zach-witkoff-usd1-selected-official-stablecoin-mgx-investment-binance-2025-05-01/

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