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▶ 0:37 · $ONON · The HUGE Growth Stock Nobody Sees Coming | $ONON
episode briefing
Asymmetric Investing

The HUGE Growth Stock Nobody Sees Coming | $ONON

2026-05-13 · 1 company · 0 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“But, you add all of this together and I think On Holding phenomenal company doing extremely well and I think the value is too good to pass up right now. Market cap is just $11 billion. Enterprise value is lower than that because they do ha…”
—travis hoium
now playing · $ONON
$ONON···bullish· high· postravis hoium
Travis Hoyle: On Holding Q1 beat shows pricing power, margin expansion at 22x forward P/E
On Holding delivered 26% constant currency revenue growth with expanding margins (gross margin 64.5%, EBITDA margin 19.5-20%), demonstrating pricing power in a weak consumer envir…