《Nike’s Fall, Netflix Growth, and What We Learned in Q3》
DECK因收购带来的增长而呈现风险/回报机会，具体而言Hoka有可能超越UGG。
如果我们看看这个板块的其他股票，比如“On Holding”和“Deckers Outdoor”，我们会发现它们的估值也偏低，但它们正在经历增长。
If we look at other stocks in this sector, such as "On Holding" and "Deckers Outdoor", we find that they are also low, but they are experiencing growth.
Deckers有意思的地方在于，它的成功是收购的结果。他们最初是一家凉鞋公司，后来收购了“Aggs”，还有……他们的运动鞋呢？“Huka”，我想是他们内部开发的，是的。
What's interesting about Deckers is that its success is the result of acquisitions. They started as a sandal company and then acquired "Aggs", and... what about their athletic shoes?
"Huka," I think they developed it internally, yes.