$DECK · The Acquirers Podcast · 2026-11-05
Deckers 的大幅下跌反映的是公司自身问题，包括其跑鞋（Hoka）增长有所放缓，这令市场担忧。尽管如此，在约 11 倍市盈率且资产负债表非常强劲的情况下，说话者在 Value Options 通讯中卖出了 Deckers 的看跌期权，以从这轮暴跌中收取波动率溢价。
逐段跳播
你提到的所有名字，比如 Lululimone 和 Deckers，各自都有自己的问题。它们有各自的问题，这就是它们大幅下跌的原因。
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.
我们刚在“价值期权”通讯里卖出了Deckers的看跌期权。我想那是昨天的事。Deckers。正如我所说，每家公司都有各自的具体原因。他们最大的品牌是Ugg和Hoka。是“Hookah”吧？
鞋子，那种著名的跑鞋。我自己不穿。但跑鞋的增长已经有所放缓。所以，市场非常好，是的。它仍然非常好。是的。因此，市场对此有些担忧。但该股目前的市盈率约为11倍，资产负债表非常强劲。
这正是使用看跌期权的好处之一。你从这些股票从高位大幅下跌所带来的波动中获利。然后你卖出一份看跌期权，赚取那份有吸引力的回报。
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.