5/14/26 :: VROCKSTAR :: 
DECK
already px'ing in... buy
- hoka trends > on
- valuation perhaps cleanest at 10x ebitda and mid-teens PE
- HSD fcf generation on a net cash balance shee
-
ONON and 
BIRK results and consumer data showing slowdown in consumer is not news to us at this point
- this stock already px'ing in that action
- i'd be a buyer lower
- and unlike
YETI (where GT's confirmed and chart had nice setup), this one does have that lower high may (but it's not dissimilar to the other shoe brands except the sell off already happened). the google trends (GTs) look solid and still above trend
- i'd buy this here and lower
- expect a pop into results. i'm necking out w/ some 70 delta calls for sep for juice
V
DECKalready px'ing in... buy
- hoka trends > on
- valuation perhaps cleanest at 10x ebitda and mid-teens PE
- HSD fcf generation on a net cash balance shee
-
ONON and BIRK results and consumer data showing slowdown in consumer is not news to us at this point- this stock already px'ing in that action
- i'd be a buyer lower
- and unlike
YETI (where GT's confirmed and chart had nice setup), this one does have that lower high may (but it's not dissimilar to the other shoe brands except the sell off already happened). the google trends (GTs) look solid and still above trend- i'd buy this here and lower
- expect a pop into results. i'm necking out w/ some 70 delta calls for sep for juice
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.