NKE

"A Position Of Strength"

Thoughts on the DKS / FL deal

May 29 •

TSOH Investment Research

Nike: "A Balanced Approach"

From “Nike: A Transition Year” (June 2024): “Management has consistently been caught offsides on short-term and long-term projections… Investors have no…

Mar 24 •

TSOH Investment Research

Nike Expert Panel Discussion

In advance of Nike’s (NKE) Q3 FY25 results, I moderated an expert panel discussion with two former employees, Greg Merrill and Cheryl Hunter…

Mar 22 •

TSOH Investment Research

Nike's Retail Evolution

An Expert Panel Discussion

Mar 7 •

TSOH Investment Research

The House Of Sport

Dick's Sporting Goods (DKS) initiation

Jan 13 •

TSOH Investment Research

"Let's See Nike Being Nike"

From “Nike: Falling Short” (January 2024):

Dec 30, 2024 •

TSOH Investment Research

"Running On Clouds"

A winner in global premium sportswear

Jul 15, 2024 •

TSOH Investment Research

Nike: "A Transition Year"

From “Nike: Falling Short” (January 2024): “My gripe isn’t management’s inability to forecast results with pinpoint accuracy.

Jul 8, 2024 •

TSOH Investment Research

"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, 2024 •

TSOH Investment Research

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, 2024 •

TSOH Investment Research

Nike: Falling Short

Note: Happy New Year!

Jan 1, 2024 •

TSOH Investment Research

Nike: "Managing Through Volatility"

In the Nike deep dive (published 07/11/22), I concluded with the following:

Oct 17, 2022 •

TSOH Investment Research

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