Calls
2
Deborah Weinswig
CEO and Founder, Coresight Research
Win Rate
50.0%
return
-8.4%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 08
$22.95
+4.2%
Levi's DTC now >50% of sales, showing incredibly consistent fit and strong brand loyalty—once a customer tries, they buy again. The company is expanding beyond denim with Beyond Yoga, focusing on technical apparel. Management anticipated the shift from skinny to baggy styles and is well positioned for growth. Positive on the turnaround and potential for future M&A.
Retail & Mobility
Long
Mar 02
$46.76
-21.0%
On Holding (ONON) reports earnings soon. Weinswig notes "outsized growth" for the brand on a global scale. Despite tariff concerns (which they are fighting legally), the brand momentum is decoupling from the broader retail slowdown. Strong global demand suggests an earnings beat. Long On Holding. Potential negative impact from trade tariffs or supply chain disruptions.
On Holding (ONON) reports earnings soon. Weinswig notes "outsized growth" for the brand on a global scale. Despite tariff concerns (which they are fighting legally), the brand momentum is decoupling from the broader retail slowdown. Strong global demand suggests an earnings beat. Long On Holding. Potential negative impact from trade tariffs or supply chain disruptions.
Retail & Mobility
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Deborah Weinswig has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: ONON, LEVI.
