Equity Ideas
Equity IdeasIn-depth equity research on Nordic and U.S. companies from an MSc. Finance alumnus focused on uncovering quality businesses.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | theequityideas.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Short Revisit: Deckers Brands
In Q3, HOKA’s sales increased by 91%, driven by triple-digit growth in its DTC segment. HOKA’s global marketing campaigns continue to succeed and spread brand awareness in international markets. On the other hand, UGG’s Q3 sales declined by...
Costco: "We’re Not a Margin Company, We’re a Volume Company"
> “One of the things about low prices, you generate a lot of volume. When you generate a lot of volume, you generate cash” - Craig Jelinek, CEO of Costco
Deckers Brands: "The Ugliest Shoes of All Time"
In 2017, the activist hedge fund Marcato Capital Management took a significant position in Deckers Outdoor Corporation. The hedge fund intended to discuss strategy and options for the company, which comprises brands such as Ugg, HOKA, Teva,...
Lifco: "A Safe Haven for Your Business"
#### History
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Authors
The writers behind this newsletter.
Markus Olsson. I provide in-depth equity research on Nordic and U.S. companies through Equity Ideas. https://twitter.com/_equityideas | [email protected]
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