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Fast Growers portfolio: rddt, figr, onon, app
Fast Growers Portfolio: RDDT, FIGR, ONON, APP
$BIRK May 13th Earnings DD: The Triple Tariff Catalyst. Why Illegal Taxes and Refund Claims make this a $55+ Stock.
$ONON — Strong earnings & raised outlook
Things are in transition. Long term thoughts.
$ONON jump on now or wait till September ends???
Easy money, head in the ONON clouds
Pre-Market Gainers and Losers for Today (August 12, 2025) 📈 📉
$ONON & $NTES 9/19 Options ($50k YOLO)
Why do you think Warren Buffett hates Nike stock ($NKE) so much?
Nike stock cut to sell as U.S. business faces challenges
Your moves on on-running (ONON)?
Hot Stocks: USX nearly quadruples; ONON jumps on earnings; ALT, AG plunge
On Holding stock accelerates on strong sales, margin expansion (NYSE:ONON)
$ONON - The Switzerland shoe company that's taking over the Middle Class
Losing money? Here’s your redemption play: $ONON
For such a large well known sports brand with leading sponsorships, can UAA not seem to expand growth?
ONON might make good shoes, but they are already worth more than LEVI?
$ONON, I like their shoes and stocks.
Mentions
There is no such thing as a floor for stocks. Look at a long-term chart and you won't see it. Tim Cook buying at 60€ tells you all you need to know about his investment skills. Nike seems to have made a pivot to dividends. Ok, fine, but there are no signs for any upside potential. Even for a dividend stock, you want growing revenue and earnings. With Nike there is no sign of that. So you get dividends, but the stock doesn't move, which basically just means you are parking money in a stock, rather than a bond, but with the added risk of a stock. What good are 10 years of 3% dividends, when the stock drops another 30% in those 10 years? Nike has the international distribution network to sell a lot of stuff, but they muddied the brand so much, that there is no chance for any hype and explosive growth whatsoever. Nike is not cool, it's meh, it's for consumers who don't care about brands at this point. Consumers buy Nike products because they are in the store, not because they want to buy a Nike product. It's a volume game. That works to a certain point, but it comes with much smaller margins than the competition. Other brands that are actually in demand can get much higher margins, like ONON or DECK (Hoka). And then there's the overall problem of Chinese companies taking market shares, so how big can you get as a western high margin sports brand, if China mostly buys Chinese brands now?
ONON has a difficult road ahead in a market that kind of violently knocked LULU and NKE from dominant positions. I think ONON has a chance because the founders are back in control, LightSpray technology decreases lead times that plagued LULU, and they are able to walk the line between a strong brand and strong performance. This allows them to target a premium customer at a premium price and deliver a cool and high-performance running, tennis, or hiking shoe. My belief is this strategy will lead to outperformance while analyst expectations are relatively low.
RDDT: if I'm gonna waste time on it, might as well make some money off it. ONON: I'm averse to clothing brands because trends are constantly changing and hard to predict since it's not rational.
Well I think that's part of why we see the rise of protein. If you haven't noticed, all the snack makers are really pushing out more protein. A lot of medical device makers have been on a downward slide for a while, since being lighter leads to better overall health effects. [https://www.nbcnews.com/news/us-news/smaller-portions-protein-glp-1s-are-quietly-changing-chain-restaurant-rcna254178](https://www.nbcnews.com/news/us-news/smaller-portions-protein-glp-1s-are-quietly-changing-chain-restaurant-rcna254178) With working out, not sure as much. I know GenZ seems to be healthier and run clubs seem really in right now, but ONON and like NKE still aren't really performing well. I think there is a lot of Chinese running shoes that are popular on the running sub reddit. Stephen Curry just signed a deal with Li-Ning, a Chinese brand. [https://sports.yahoo.com/nba/breaking-news/article/stephen-curry-signs-new-shoe-deal-with-chinese-company-li-ning-reportedly-worth-over-400-million-after-under-armour-split-221435271.html](https://sports.yahoo.com/nba/breaking-news/article/stephen-curry-signs-new-shoe-deal-with-chinese-company-li-ning-reportedly-worth-over-400-million-after-under-armour-split-221435271.html)
Medium term bet on $ONON. Serves the top of the K and doing really well, and anecdotally see them everywhere.
This is how I know my ONON shares are cooked, fundamentals don't mean much when it comes to fashion brands
What about ONON? I love their shoes and their clothes look cool. They’re expensive for sure. But I see Ons everywhere.
Market has been sleeping on Cloudmonster. Finally some green for ONON
ONON all they had to do is say "agentic AI" and stock would pump 15%, yet they failed
ONON is trading like CELH 🖕🏼
Anybody holds ONON puts
To buy quantum puts or inverse leveraged ETFs? Also thinking ONON calls
Do you think ONON is rotating to AI this week?
ONON puts because I hate the ticker choice
NKE still trades at 2x ONON’s multiple NKE revenue -3% YoY ONON revenue +30% YoY Doesnt make sense ⚠️
Dumb move by not buying ONON puts when dad shoes have essentially ruptured my Achilles tendon. Bagholding until I can buy a new hip, knee and ankle
Need DoD to sign a contract with ONON for ‘boots on the ground’ 🥾☁️
ONON is 4% of my port. I’m on my feet 12+ hours a day and I haven’t had this bad of crippling back pain and Achilles tightness since I started wearing the SurferMax3. Puts for ONON and calls on chiropractors
Calls on walking shoes - Nike, ONON ?
$ONON. actually a much better investment
First time seeing ONON shoes/apparel at Dicks and I’m starting to think their quality is going to shit. Like straight up Gildan sweatpants
Got rektd on my bull case theory for ONON clouds and GRFS ☁️🩸
Never buying farther out options. Got caught in liquidity hell on ONON. Made only 30% 😒
$ONON https://finance.yahoo.com/m/3f149bf5-5844-39b2-a5cf-171acf4a905c/on-holding-posts-higher.html 14% drop
On Holding AG (NYSE: ONON) reported fourth-quarter net sales of CHF 743.8 million and full-year net sales of CHF 3.01 billion. Q4 Diluted EPS was CHF 0.21 and Adjusted Diluted EPS was CHF 0.25; full-year Diluted EPS was CHF 0.61 and Adjusted Diluted EPS was CHF 0.80. Full-year apparel sales grew >68%, Asia-Pacific revenue nearly doubled (>96%), gross profit margin expanded to 62.8%, and the company provided 2026 guidance of constant currency net sales growth of >23% (at least CHF 3.44 billion) with an Adjusted EBITDA margin of 18.5%–19.0%.
$ONON shoes down 10% premarket before earnings. Im buying a pile
No position in the company, but ONON doesn't have the worst fundamentals, especially looking forward. Actually has good insider ownership at like 27% and it's really high ROIC. Good margins as well. Seems like since we are in the k shape economy, where the wealthy are still spending, luxury shoes seem to be solid. Revenue growth seems to be slowing but still growing like 25%+ QoQ. They are also sitting on a ton of cash.
Thinking of selling ONON and getting more into memory, power and all that AI capex stuff.
I like AFRM, SHOP, Googl, LLY, CAT, NVDA, ONON. There’s more but I like adding to these on pullbacks.
$ONON is another great opportunity in the apparel industry. Long run way of growth and at a decent valuation currently. Serious contender for Nike and Adidas in some sports.
I subscribe to the Motley Fool newsletter, Stock Advisor. I know they have many naysayers on here, but they've helped make me a lot of money. It helps to read their book, You Have More Than You Think, to get a better understanding of their philosophy FIRST. But other than that, I also read many articles over at finance.yahoo.com There are a lot of Youtube videos as well that I may listen to only, but not act upon. If I see/hear many of them talking about a certain company, that might be a good tip on something to look further into (or if they mention something already picked by the Stock Advisor.) There's a guy on YT whose channel is: Ale's World of Stocks, he's interesting to listen to, but imo, buys way to many stocks for his portfolio. Imo, you shouldn't own more that 20 or so stocks, per the MF book. There's another YT channel: Asymmetric Investing by Travis Hoium (He may work for the MF, not sure, but is associated with them in some way.) For me he's a bit to speculative and goes for the growth stocks. If that's your thing, he's a pretty good one, tho with growth stocks, win some, lose some. Still he's pretty good, but I don't buy anything from just ONE recommendation. There are plenty other channels on YT to listen to. There are several other suggestions you can read about on finance.yahoo.com Travis Hoium just did a video on his Top 20 Stocks to Buy for 2026. I already own a few of the stocks he mentioned, DIS, GOOG, ONON, TTD (which has lost money last year, and is still down).
This year, it was AFRM, APP, CRWV, NBIS, ONON
Who's heard of ONON? I got in early ($18 per share) and doubled my money, but it's stagnant lately. But if enough people know the brand, maybe next Nike or LuLu? Sales keep mooning every quarter. Closing at 3 billion in sales for 2025.
Who's heard of ONON? I got in early ($18 per share) and doubled my money, but it's stagnant lately. But if enough people know the brand, maybe next Nike or LuLu? Sales keep mooning every quarter. Closing at 3 billion in sales for 2025.
Who's heard of ONON? I got in early ($18 per share) and doubled my money, but it's stagnant lately. But if enough normies know the brand, maybe next Nike or LuLu? Sales keep mooning every quarter. Closing at 3 billion in sales for 2025.
You can’t go by Tim Cook. You need to go by if the company can survive tariffs and the competition which is $ONON . Buy both companies and you can’t lose. The first company what lowers their future outcome or poor earnings, sell it.
Got it. So inverse my mentality from today and do puts on BBWI and calls on GAP and ONON
Consider adding ONON, amzn, sofi , Hood, JPM
AXON (huge recent drop so do dd), RYCEY (international exposure), ONON
Deckers is insane value. US sales are flatlining, but the international sales is growing rapidly. I consider Deckers to be a more forward looking and innovative shoe brand within running HOKA, along the lines of ONON, but also with simple brands like Ugg as well. Running is a huge and growing business based on the number of YouTubers doing marathons. Where I live marathons get sold out extremely quickly. Runners need multiple shoes as they all wear out eventually. Lulu is also very good, but their apparel has less of a moat as they are so many other options. But still cheap and a good buy IMO.
All consumer cyclical stocks are down this year, so the macro trend is against it. But I do like ONON because its market is upper middle class suburban adults, one of the few demographics with disposable income these days.
Forward PE of 44...... for a footwear company. DECK's is 13, BIRK is 30. Also, most footwear companies have been crushed the past six months. BIRK and ONON are down 30%. DECK is down 37%. RCKY and SHOO are the exceptions. Its up 145% for three years.
$ONON - with offering lets see 37 🩸🩸🩸
Waiting for SRRK, ONON, PUBM, COGT to drop
Where do you get 6x PE from? On multiple sites it says a trailing PE of 24. If your only thesis is its undervalued by its current multiple then you need a better thesis. Tariffs this year dumped every consumer apparel brand. Even ONON that is growing at 35+% revenue growth for the last 4 quarters is down 23% YTD. I'd imagine once tariffs gets pulled these consumer apparel brands will come back. Additionally, there are multiple reports of middle class and below spending less and the only consumer brands that are up seem to be for upper class like Estee Lauder, Ralph Lauren, etc.
ONON rug pull inevitable 🩸🩸🩸🩸
ONON still green in a sea of red
Sell PUBM, COGT, ONON 🛑🛑🛑
Short PUBM, COGT, ONON 🩸🩸
Oh you mean ONON not ON. I agree. Mostly because these sorts of things are cyclical. I’m long NKE heavily
Someone in here called ONON calls yesterday. Mentioned the same jump Nike had, etc. I saw it past market hours but I knew they were right. Woke up and saw ONON… instantly threw up
Puts on ONON right as it hit all time high. Waiting for it to dip back down and cash out
i’m blown i missed out on ONON i was looking pre market and was up 9 percent so i stayed away
ONON seems to be the 10 bagger so far. 40$ calls were 40 cents yesterday
ONON looks fake. Even though I want it to go up
Bought ONON 40c yesterday. Pissed I didn't buy 50 of them. Talked myself out of it. Only bought 2. Guh
ONON calls was the easy play
As I predicted, ONON beat. $45 incoming.
Called it for ONON. up 10% pre market
Didn't ONON already report tho?
Might grab ONON calls. Its been falling over the last few months, NKE beat last earnings and they're supposedly losing market share to ON. I think if they can beat and give any sort of positive guidance, there could be a correction to $40.
!banbet ONON 40 3d
ONON it’s your time to shine now
Calls: OKLO NBIS Puts: CRCL ONON
Didn't ONON already report earnings??
might have to sell ONON CSPs 👀
ONON reports next week. Don't sleep! Yes, my bags are heavy, and yes, I am totally confident in my position.
Not on the board, but ONON reports 11/12. Stock is literally at 1-year low. Every kid wants these. Don't say I didn't tell you!
Absolutely. LULU, ONON, SG, CAVA, CMG all look like multibaggers rn
Trumps tariffs are almost certainly about to be overturned. $LULU $ONON
I wish OpenAI or Nvidia would announce a partnership with ONON My fault for buying it, but I love the shoes. It just slumps and slumps like it’s about to fall off the couch.
ONON pricing in everyone giving up shoes forever
ON Running is growing 40% YOY and accelerating vs LULU is declining, why would you ever invest in LULU over ONON or any other growing Athletic brands?
HIMS 58. AEO 13 SOUN 19 PUTS IMAX 33 RIVN 14.5 ONON 43 Calls
WTF just happened with $ONON
CAT 505 IMAX 33.75 RIVN 14.25 ONON 43.75 calls. AEO 13 HIMS 51 WULF 12.25 puts.