Latest / The Investing for Beginners Podcast - Your Path to Financial Freedom
Live Research: On Holding (ONON) — Great Growth, Big Questions
In today’s episode, Andrew and Stephen try something new: researching a company live, on-air, in real time. The company is On Holding (ONON)—a premium Swiss running and lifestyle shoe brand both hosts personally like, but don’t fully understand from an investor’s perspective. They walk through how they’d approach a high-growth stock when they’re still building conviction, using On as the case study.
Along the way, they dig into On’s rapid revenue growth, valuation, and the big questions that matter most: pricing power, competitive advantage, and whether the brand’s “premium/bougie”…
The skinny
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