Jason Hall

We'll find out about that.

But Dan, you say there's something else that stands out to you.

That's the kind of optionality that I think could be compelling.

It's a little bit of maybe Amazon's ad business on its own platform for inventory, where there's a lot of competition for consumer goods.

It's the same way for Airbnb.

It also says to me that Airbnb, we're not afraid of the hotel industry.

Come give us some money.

Put your properties on our platform.

We'll take a little money from you.

We're still going to win.

Up next, Dan makes the case for Lululemon in the midst of growing competition and a change in the C-suite.

Welcome back to Motley Fool Money.

Over the long term, Lululemon has been a huge winner.

It's up more than 15X since going public.

But in recent years, it has not been a great investment.

Investors have lost money from the peak back in 2023.

We can go all the way back to 2020.

Beginning of 2020, the stock is still down.

The business has lost some of its luster.

Dan, what's going on with Lululemon today that makes it compelling to you as a buy?