Dam Daniel, Back At it Again With The (White) Vans!

Dam, Daniel! Back at it again with your VF Corp pitch!

Yes, I am!

It’s 6:30am here in Shibuya, Tokyo and I am doing my best to stay on US time this week but it’s been a challenge (easier than Dubai was this year to be fair) and I have some time to share some views here on $VFC ( ▲ 2.89% ) .

First, if you don’t remember the 2016 viral Vans video “Dam Daniel!” then it’s below for you to jog your memory.

Back in 2016 when this video came out it was trading in the high $60s and today we’re trading in the low teens but this is only temporary, even despite tariffs this year.

For those that have followed me the last decade or so I’ve talked about this idea of the “3 Fs” who I learned from a friend and mentor when I was just starting in this business nearly two decades ago.

They’re called: Fads, Frauds, Failures.

VF Corp brands may have been a fad, maybe not - Vans certainly is not and is a legacy brand but given the share price here over the years maybe a bit of failure was mixed in.

However, I think those failures are in the past and despite the negative views on the name about the turn around I think we’re just getting started (again by the way) and headed back to high $20’s into Q126.

First, I am not going to re-has too much about the history of the Company in this post as I have covered this for about 1.5 years now, trading in and out of it, and want to rather focus on where I believe it’s going and why.

In short, my views in this piece are going to cover:

• Why management here is key in the turn-around

• The situation with Vans and their new growth plan

• Social sentiment and what the market “needs to see”

• Some technical areas of interest and why these really matter despite the fundamental tailwinds driving this name right now

Note: For readers of The LongVol Report I’ve already covered much of these views on the weekly podcast and in the Discord but as promised, I will be writing out more thesis views from the report here, behind the paywall and no longer discussing on the podcast or weekly articles.

This will be easier for us because it keeps the PDF report smaller in length and then allows readers to still get the larger thesis on the long-term ideas from The Core/Special Situations Stock Monitor.

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