Splunk CEO, Digging Deeper Into The Emerson/AspenTech Deal & Know Your IPO: ON Holding
Mad Money w/ Jim Cramer
00:00
The Flying New Limit Ruins on Holding
On holding has what I call a Vietnam problem. While these shoes are designed in Switzerland, they're manufactured in Vietnam. The next couple of quarters could be pretty ugly for the company. If you buy it now, you're betting that everyone knows about the problem. And eventually Vietnam will get over the Delta variant or they'll move their production elsewhere.
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Transcript
