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9/17/26 :: VROCKSTAR :: NYSE:ONON this is just getting ridic. - so the tl;dr that's fairly well accept this point is NYSE:NKE is totally cooked, probably never going to pull a resurrection, so they'll drown the whole industry as they dump a mis-managed and (pretty crappy IMO) inventory into a weak consumer as the channel purges, doesn't reorder, discounts. etc. etc. etc. - clearly this pain is being felt across... anything in this blast radius, NYSE:DECK , NYSE:ONON , even NYSE:BIRK that just trades in sympathy b/c it's consumer, shoe etc. etc. and actually holding up reasonably well all things considered. - NYSE:ONON has a big event later this month, founders r buying shares (the complete opposite of many "favorites" today e.g. NASDAQ:CRWD where they can't get out fast enough!) and at 7.5% fcf yield, net cash and we're probably 2/3 way thru this consumer mess (from a stock perspective), we're officially in the: - "great asset at a very reasonable price" territory. - does it go to $22... $23/shr?

Hello Everyone! Risky long! I love a good knife catch. Some work, some dont. But they always pay big. Yearly level that we need to hold. thanks!

Dies ist ein automatisiert generierter Hinweis auf die neueste News zu "On Holding Ltd" aus der ARIVA.DE Redaktion.Für die Aktionäre von On Holding ist der Dienstag bitter verlaufen. Die Aktie des Schweizer Sportartikelherstellers verlor zeitweise rund 20 Prozent und rutschte bis auf 30,12 US-Dollar ab. So günstig war das Papier zuletzt im Februar 2024. Mit diesem Absturz holte die Aktie auch gleichzeitig Tennis-Idol Roger Federer aus dem Kreis der Milliardäre. Lesen Sie den ganzen Artikel: -ARIVA.DE

8/11/26 :: VROCKSTAR :: NYSE:ONON phat pitch - over 5% fcf yields - growth still high teens at worst - like the product - managing for margin, premium - been here before - discretionary in a consumer ... recession ... tho - but stonk px'ing it in V

Hallo zu On,alle Sportartikelhersteller sind heute ins Minus gerutscht. Auslöser ist On.https://www.ariva.de/aktien/on-holding-ltd-aktie/news/on-reports-results-for-the-second-quarter-and-six-month-12099527 -nouveau_riche

5/12/26 :: VROCKSTAR :: NYSE:ONON Cool shoe, better stock - 20x pe - over 5% fcf yield - constant currency growth in high double digits - not sure what's not to like, just a rough tape (which i've written about) - welcome back to the book. took this to 2% size right off the bat - think the risk-reward here is about 2-1 in the 12-18 mo timeframe - would love to own this in the mid 20's and actually think that's possible if the tape does a risk off (bc of ai/ chips/ energy quick reset). it's actually debatable whether you'd want to scoop this one or something like chips. i think let's see. but i prefer the diversified long-game. i'm shooting for 20-30% p.a. and then the homeruns when they come - for now this looks like good beta V

Among the highest reward to risk opportunities I've spot in a while. Nothing fancy in this analysis, but a trader needs to be patient even when risk is fairly low.

3/25/26 :: VROCKSTAR :: NYSE:ONON V smol position long here - 14x ebitda "good" not great - brand still in solid position. hawt gurl shoe. - at round down $500mm in fcf you're looking at still mid singles FCF yield, which, growing (at that conservative level you are) is still better than the money printer - of course we like best horses - i tend to agree w/ the market than some of the bull posters on X that are hyping up the return of CEOs. usually this happens when something isn't going well. that's the correct read unless proven otherwise - however, these founders clearly have built a killer brand, they are prepping for next phase, not checked out. locked in. i like that. and they own significant shares. - prefer it in the low $30s to get to 1% position and feel comfy (where you're closer to 20x PE) and then anything in the mid 20s becomes rather obvious and you just become (business) cycle aware and realize these are expensive shoes (however people will often shun the expensive stuff and paradoxically b

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