A few updates to my portfolio for a bit of speculation — maybe something will catch your interest
$AIP (Arteris)
- They make IP for chips (interconnects inside an SoC — without it AI chips don’t function efficiently)
- Riding the AI trend — the more complex the chips, the more you need their tech
- Why: leverage to the whole semiconductor boom
- Risk: small company, dependent on a...
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On Holding: a challenge for the Giants in Activewear
On Holding AG $ONONa Swiss manufacturer of athletic footwear and apparel, is emerging as a strong competitor to established giants such as Nike and Lululemon Athletica. On Holding, best known for its innovative CloudTec sneakers, offers products aimed at top athletes, allowing it to appeal to a wide range of customers.
Innovati...
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On Holding: Crossing borders in footwear and apparel
- On Holding $ONONisa Swiss manufacturer of sports footwear and apparel with innovative patented CloudTec cushions.
- Withsupport from athletes such as Nicola Spirig and Roger Federer,$ONONDhas established itself in the Swiss market and is now expanding into the US and China.
- The company's revenue is up 47% and adjusted EBITDA...
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I see the company hasn't been in business very long. Looks very interesting, though. From what I've been looking at the projections for further growth, the company could really get to multiples of current values in the next few years. Great discovery!
Quite young and interesting company. For how long the company has been on the market, it has pretty good numbers. It's got low debt, I like that.