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Footwear primer (and US companies)
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Footwear primer (and US companies)

Fallen angels, compounders, nosebleed growth, and deep value in the realm of shoes.

Sep 08, 2024
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Quipus Capital
Quipus Capital
Footwear primer (and US companies)
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Hermes fastening his sandals. Roman copy (2nd century AD) of a Greek original (4th century BC).
Hermes fastening his sandals. Roman copy (2nd century AD) of a Greek original (4th century BC).

The footwear segment has a little bit for everyone: nosebleed growth, compounders, fallen angels, and r…

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