Boardriders
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position
long
Ray Kennedy, Hotchkis & Wiley
Thesis
Boardriders, the parent company of Quiksilver, has valuable brand equity, which allows them to charge premium prices for their products despite challenges in the retail sector.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a clear timeline for the thesis to play out, it's difficult to assess whether the investment thesis regarding Boardriders' brand equity has been validated or not. The lack of information on how the company's performance has evolved since the pitch leaves the outcome uncertain.
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