Foren & Soziale Netzwerke zur ON HOLDING Aktie

 

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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8/14/25 :: VROCKSTAR :: NYSE:ONON lol. really? ez tiger - one analyst says he can see the future and growth is "only" the mid teens (lol - find any other footwear brand doing even this putz' bear case) - 3% fcf yields growing big DD, already a buy - the "comp" is nike which i haven't found anyone getting excited about these days except for the paid actors like lebrone games - yeah, super weird to see all the consumer names that are killers beat, raise... and get squashed, so dumped lulu for this reason the other day b/c it's like heads you win, tails i lose sort of thing - honestly the px action has me questioning onon valuation - id' be lying if i told you that doesn't always affect me - it just has me asking questions - seems to me like a bit of an over reaction, almost obviously - this has become my biggest ex btc position today (the overage being trading size) V

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