Aquitaine Equity Research
Luke Emerson, CFAIndependent equity research (primarily) on U.S. mid- to mega-cap companies, written by a former buy-side analyst and CFA charterholder. AVP +46% vs. S&P 500 +13%—long only, no options, no leverage of any kind.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | a year ago | Last Issue | 23 days ago |
| Active | |||||
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aquitaineresearch.comLatest Issues
The Aquitaine Variant Portfolio
The Aquitaine Variant Portfolio (AVP) was previously called the Aquitaine Model Portfolio (AMP). The name was a poor fit, and I’ve taken down the earlier portfolio posts. I explain both decisions at the end of this piece.
“If all th...
Lululemon: Second Thoughts
“I learned early in my career that being a successful investor is all about picking the right [CEO] … So you need the pattern-matching skills to know the difference between great and not.” - Barry McCarthy
I first wrote about Lululemon in...
Airbnb: What the Bears Are Missing
This is Aquitaine’s second post on Airbnb, following the teaser published in November. The full write-up is long overdue, owing to a difficult stretch of family circumstances. ABNB has risen significantly since, but the setup remains attrac...
Portfolio Performance Review
Editor’s note (July 2026): The portfolio described below — the Aquitaine Model Portfolio (AMP) — was subsequently renamed the Aquitaine Variant Portfolio (AVP), with a revised tracking methodology. Performance figures in this post reflect...
Lululemon: Pulse Check
LULU up ~20% since publication, CEO stepping down—what now?
Lululemon (LULU) jumped on heavy volume following its Q3 earnings release Thursday afternoon—extending a rally that’s pushed the stock ~20% higher since I published my deep dive....
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Often right, always in doubt. AVP +46% vs. S&P 500 +13%—long only, no options, no leverage of any kind.
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