Investment Q&A

Q: Good afternoon;

My initial question was going to be solely about On Holdings. It is almost getting to be one of those companies that'd capture the interest of Peter Lynch, as it is showing itself across sports these days. Yet the real question is likely a bit bigger picture...

Could you provide me with your take on the "Active Wear" apparel market these days? I've provided a few names that may be competitors and there are more. All things being equal is this a sector worth investing in at this time given what seems to be lacklustre performance of many companies and "turnaroud" becoming a bit of a buzzword.

If you could also provide a best - least best top 5 to consider in this sector that would be appreciated.

Thanks as always,

Dave

Q: So we have 4 big gainers here, could you break them down and are all buys today?
Thanks Again

Q: Hello 5i
Can you please tell me what you can about Swiss company On Holdings? The last question was almost a year and a half ago.
Thank you
Dave

Q: Hi team,
ON holdings has gone parabolic lately, most recently on good earnings release. Is this move justified or is valuation sky high now for a fashion company? Would you prefer crox to this name or is there a compelling long term story here to ON? Could you also compare Atz to this name too? Atz looks like the cheapest name of the three mentioned with high growth as well. I rarely hear this name talked about. Your comments are appreciated . Thanks

Shane

Q: I would like your analysis of this Swiss fashion play. I understand they have high growth and price has corrected in half. When are they expecting profits?

Q: On Holding AG (ONON). I see these shoes becoming quite popular. It recently IPO'd with Roger Federer an early investor. They have not reported as a public company. I wonder your thoughts on this company and can you add the ticker. I was early in FIGS and ordered some product and it is quite good. I don't want to be too early in ONON.