On Holding’s Massive Untapped Market

[@asymmetricinvesting]

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[@Mostly_bad]

Thx for the video. I am building an ONON position. It’s not cheap, but the best companies never are.

[@TheChinaPlay]

I'm an avid track and field fan. I don't think the olympics will do much for them. They don't have any of the big name athletes, people know. They sign distance runners that would need break out performances to get their name known and even then its probably fleeting. ON does not make the kits (uniforms) for the US T&F team, that will be nike. I imagine most casual viewers don't even recognize their brand logo if they saw them on an athletes feet. Not saying the stock can't do well, just don't see the olympics doing anything to really help. Their target market seems to be affluent middle age women. Maybe they can pull off a lulu and be different and expensive thereby translating into a aspirational brand. That would be more of a catalyst than the games in Paris.

[@Morristung33]

I think you are wrong about that , on is blowing up in China

[@deangelomarch5686]

Do you think On will perform better than Lulu over the next 5 years?

[@asymmetricinvesting]

I own On and I don't own Lulu.