

Our big pre-earnings bet ON footwear's breakout star
Mar 11, 2024
Exploring the rise of ONON in the shoe market, from performance to fashion. Insights on market trends and growth opportunities. ON Running's success in China and challenges ahead. Bitcoin's potential wealth transfer to new generations. Market dynamics, scams, and influencer partnerships in sports. Company investment risks and global reputation highlights.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Evolution of Shoe Brands and Market Trends
02:07 • 17min
On Running's Strategic Growth in the Chinese Market
19:22 • 18min
Bitcoin's Long-Term Thesis and Wealth Transfer to New Generations
37:48 • 6min
Bitcoin Investment and Market Dynamics
44:17 • 7min
Scam Warning and Influencer Partnership in Sports
51:08 • 3min
Discussion on a Company Investment and Highlights on Global Reputation
54:25 • 2min