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Archive
About
NKE
"Bold, Disruptive Innovation"
From “Nike: Falling Short” (January 2024): “Given that the company fell well short of the 2015 Investor Day targets, with a similar outcome on the 2017…
Apr 18
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The Science of Hitting
21
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"Bold, Disruptive Innovation"
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Hibbett: Small Town Sneakers
On Monday, John Hempton of Bronte Capital posted a research report on his Substack about a company called Hibbett (Bronte owns ~5% of Hibbett…
Jan 11
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The Science of Hitting
37
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Hibbett: Small Town Sneakers
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Nike: Falling Short
Note: Happy New Year! I hope everybody enjoyed the holidays. I’m waiting for Fidelity to finalize performance reporting through yearend. As a result…
Jan 1
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The Science of Hitting
43
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Nike: Falling Short
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Nike: "Managing Through Volatility"
In the Nike deep dive (published 07/11/22), I concluded with the following: “While I don’t question the long-term sustainability of the business, the…
Oct 17, 2022
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The Science of Hitting
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Nike: "Managing Through Volatility"
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"I Hate Advertising"
Nike (NKE) Deep Dive
Jul 11, 2022
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The Science of Hitting
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"I Hate Advertising"
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