《ONON, LULU, NIKE, DECK, BIRK, ANTA Sector Analysis》
BIRK在私募股权收购后面临质量恶化和利润停滞，导致前景悲观。
看跌
甚至 Michael Bur 也做了一些你未提及的操作，他买入了 Birkenstock。这是我们应当重点讨论的股票，因为它占据了重大的投资组合仓位。
And even Michael Bur has added something that you didn't comment that he bought Birkenstock. That's the stock we need to discuss with a significant portfolio position.
Birkenstock Holding 几年前上市。该公司十年前在斯普利特收购了一家酒店，斯普利特位于我的祖国克罗地亚。后来他们卖掉了这家公司，因此原所有者已经退出。
Now Birkenstock holding went public a few years ago the hairs of the Birkenstock holding bought a hotel in Split 10 years ago. That's in my country Croatia. Then they sold the company. So the owners left.