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Which podcasts are discussing ONON?
4 ATTRIBUTED IDEAS · 3 EPISODES · 3 SHOWS
The shows
Motley Fool Money
Invest Like the Best with Patrick O'Shaughnessy
The Options Insider Radio Network
Where the discussion went deepest
12 AUGTODAYMOTLEY FOOL MONEY · 15:00
On Holding prioritizes margin over growth
“The thesis presented: On Holding is deliberately sacrificing near-term sales growth to maintain premium pricing and high gross margins, a strategic trade-off that could protect long-term brand value.”
RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up
Core thesis · 5/5Verify in source →
19 FEB19 FEBINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY · 7:15
Strategic Uniqlo deal and On investment payoff
“The guest highlighted Federer's calculated business risk in leaving Nike for Uniqlo and his subsequent investment in On Running as a masterstroke that generated enormous financial returns.”
#412 How Roger Federer Works · with Vanta
In depth · 4/5Verify in source →
12 AUGTODAYMOTLEY FOOL MONEY · 20:00
DTC model enables premium branding but limits scale
“The concept argued: The direct-to-consumer model gives modern apparel companies like On more control over pricing and brand image, but may impose growth limits at scale compared to the wholesale-driven model of legacy giants.”
RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up
20 JUL3W AGOTHE OPTIONS INSIDER RADIO NETWORK · 06:18
Call option buying in ON ON Holdings
“The speakers discussed heavy upside call buying in On Holding, suggesting investors are positioning for a potential rally back toward historical highs.”
The Option Block 1484: Bathroom Drinking and Options Trading
Substantive discussion · 3/5Verify in source →
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