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@SamF0z
"@mvcinvesting A couple of things Im looking at: X. $ONON: Solid B/S and founder still involved. They are growing fast (shoes are everywhere). Expect durable earnings growth from higher revenue and expanding margins via the shift to DTC rapid Asia expansion and diversification into apparel"
X Link @SamF0z 2025-10-11T14:41Z XX followers, 2355 engagements
"@mvcinvesting X. $FEVR: Founder-led and has a v strong B/S. At an inflection point after supply chain issues and tariffs squeezed the US margins (US EBITDA margin now X% vs group average at 24%). Molson Coors partnership and onshoring may normalize margins toward the Group while revenues grow"
X Link @SamF0z 2025-10-11T14:46Z XX followers, XXX engagements