Long $DECK

5월 27일

- DECK is the only growth story I'm comfortable buying. This was wall street darling for many years. I believe sell off was overdone.

- It has lot of room to run. It is getting traction and NKE because of law of large number is not growing much in %age.

- However, DECK has lot of road ahead and it can grow for many years to come. Global expansion is also not out of the question.

- I strongly believe DECK will make an all time high when this tariff narrative takes a backseat.

- Another bullish thing for DECK is that Trump doesn't plan to bring back shoes or clothing manufacturing back in US.

5월 27일

노트

Fib levels:
0.236 : $128
0.382 : $144
0.5 : $157
0.618 : $171
0.786: $191
1 : $216

5월 27일

노트

clarification: "it is the only growth story I'm comfortable buying" in clothing space.

5월 27일

노트

Mr. Market is ridiculous to the upside and as well as downside. It was a good earning report but market sold because of tariff fears. Fundamentals are getting stronger of this company.

7월 24일

노트

- Solid earnings for DECK
- Triple bottom and + 18% on earning beat!

7월 24일

거래청산: 타겟 닿음

- Closing position @ $125
- One can still stay long this name imo but I feel like I want to raise cash to put money in other positions therefore taking profit after earning pump!

7월 24일

노트

- My stock position had an average of $101 which I accumulated on red days over past 2 months and sold @ 125 for roughly 25% profit.
- Taking profits and buying more of SEMR on weakness which is my strong conviction long position.