Quick Value #330 - Deckers Outdoor (DECK)
Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows. Its net cash balance sheet and premium footwear brands support a value case.
Wednesday, September 9, 2026
Back to today 
From X
BDC on X
@evanspiegel @elonmusk ... Lets make it happen! $SNAP $SPCX https://t.co/lInJY54AtQ
Deep Sail Capital on X
@AhmetBiIir I haven’t followed $QMCO much, why is it back up so much?
Trevor Scott on X
@ValueInvestShow There's always the $LULU $NKE risk on these things! I mean Biden was caught wearing a pair of Hokas..
SG on X
$RGTI Rigetti CEO Subodh Kulkarni dumps $1.897m worth of shares per Form 144. Expect Form 4 by Monday. https://t.co/ZW8zjL4mZe
BDC on X
Rich also got rich by being a professional stock picker. $EVLV https://t.co/YDU0Suy2a7
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Akre Capital Management, LLC Q3 2026 AMT $82B
- Protean Funds August 2026 BVNKF $2.4B
- Janus Henderson Investors July 2026 NXT $12B
- Asset Value Investors Ltd July 2026 4549 $498M9301 $3.3B
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
Lululemon: Deep Dive Analysis
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X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms
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UUUU 2026-08-22 Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America
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The Non-linear Economics of Grocery Delivery Basket
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Walmart’s Evolution
Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
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Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…
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SG
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Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
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- Lindsell Train Limited
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- Pershing Square Holdings
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- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
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Sectors
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