The Acquirers Podcast on $DECK (Nov 5, 2026)
Deckers' significant decline reflects company-specific problems, including somewhat slowing growth in its running shoes (Hoka), which has the market concerned. Still, at about 11 times earnings with a very strong balance sheet, the speaker sold put options on Deckers in the Value Options newsletter to collect volatility premium from the collapse.
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All the names you mentioned, such as "Lululimone" and "Deckers," each have their own problems. They have their own issues, and that is the reason for their significant decline.
We just sold put options on Deckers in the "Value Options" newsletter. I think that was yesterday. Deckers. As I said, there are reasons specific to each company. Their biggest brands are Ugg and Hoka.
It's "Hookah," isn't it? Shoes, the famous running shoes. I don't wear it myself. But the growth of running shoes has slowed down a bit. Therefore, the market is very good, yes.
It's still very good. Yes. Therefore, the market is somewhat concerned about this. But the stock is trading at approximately 11 times earnings with a very strong balance sheet.
This is one of the advantages of using put options. You profit from the volatility resulting from the collapse of these stocks from large levels. Then you sell a put option, and collect that attractive return.