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Deckers Outdoor Corp. Message Board

  • indian8788 indian8788 Jan 27, 2013 1:01 PM Flag

    Deckers 5 year return lol

    It is just so ridiculous. If you bought a 10 Year Treasury bond from the government 5 yearsago, you somehow made more money than if one invested in DECKERS.

    Agan, if you invested, with no RISK, one made more money in a 10 yearTreasury bond than one would have had they invested in DECKERS!

    Why is this insane you ask? It is insane becase one invested in deckers thereby taking RISK. The stock performed as revenues are more than 2.5X 5 years ago nd profits are currently double but woul be more than triple 5 years had sheepskin not risen. Yet the irrational market has given investors for that risk a measly 2.78% 5 year return lol.

    I don't laugh at those who atched it go up and then go down. I laugh at ridiculousness of it that risk was rewarded less than a 10 year treasury bill despite the company crushing its forecasted expectations of where thi company would be today, 5 years ago!

    But Buffett always says be GREEDY when others are fearful nd fearful when others are GREEDY. I've been greedy all year continually averaging down. With those averages on my side, I am very hungry.


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    • bump!


    • Good analysis Indian. I like how you think. Sounds like you've been reading Klarman's book.

      Sentiment: Strong Buy

      • 2 Replies to jaquecroissant
      • We think alike Jaques becausewe both understand that this is a serious game and the least educated you are, the easier pickings you are.

        I hate CNBC as much as the next guy with their biased reporting, but if my stock goes down, I don't blame them. I ask MYSELF is this jutified or is the market just ofering EVEN MORE VALUE than before? Is tere better value elsewhere and thats why people vacated? Does the price depression due to their vacating offer me the same or more value tan I could get elsewhere?

        I also make sure before I make an investment that no matter wht happens I can remain solvent and even averag down if the valu is still there and I did not make a mistak. But th Apple message board has all these people crying and blaming cnbc. I undestand the pain, hello, I have been invested in DECKERS th last 13 months lol bu I don't blame CNBC, I blame myself for not seeing the more limited value at the entry point I initiated.

        Let's keep helping each other. Any good reads let me know and vice versa.


      • I actually have not gotten around to that one yet. Read a great book a few weeks ago, forgot to mention it to you called The Indomitable Investor by Steven M. Sears. Fantastic book and he brings up margin of safety as well. Defintiely check that one out as well as Plutocrats. Forgot the authors name for Plutocrats, but her handle on global economics is phenomenal and the book is a treasure trove of information. Felt like a took a thourough Global Econ course lol.

        Sorry about your apple bro. I think it has value here(obviously) but not enough for me yet to pull the trigger. Maybe I am being greedy but I want a cheaper price for more margin of safety. That dividend though starting to provide a nice cushion for risk. Like I said, stock goes a little lower for me and I might have to nibble. If it gets away from me, it gets away.

        I don't believe people fully understand how much Apple is growing worldwide. America and investors are very close minded. Most people don't read or travel or educat themselves at all. They get up and do the same experiences over and over again. So their insight or investing acumen is weak. They still believe Americans matter lol(I am a born American). We are 300M in a cessool of 7B people with an emerging world. The world is getting flatter. At this price, there is value, but was never really enticed before the recent drop. Hoe you're alright. It is only money but I know it hurts a bit. It's a marathon not a sprint.


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