On Holding: Building Up My Thesis, Averaging Up On The Stock

Core Insights - The article emphasizes the importance of thorough research and understanding of businesses before making investment decisions [1][2][3][4] Group 1: Company Insights - The author has a long position in ONON and DECK, indicating a positive outlook on these companies [2] - The author does not own shares in NKE and has no plans to transact in the near future, suggesting a cautious approach towards this company [3] Group 2: Industry Insights - The article highlights the need for individual investors to conduct their own due diligence before making financial decisions [3][4] - It mentions that past performance is not indicative of future results, which is a critical consideration for investors in the industry [4]