Nike

“Arcterix is doing the go broad thing, while Nike has re-centered on excellence and greatness.”

“I think this won't end well. I, I'm predicting, you know, the 24 month information expose on what went wrong.”

“Their stock, since the announcement, their stock is up nine percent, and off of like a hundred and thirteen billion dollar market cap, it's like, what, ten billion dollars? Like, so, like, and SKIMS is valued at four billion dollars right now.”

“Then it was the B. Because it was getting so, it was great product. Like we love the product. Great, great products. But the math became simple, which is the only way it made sense to hold it is if you believe that Allbirds was the next Nike. And we're like, w…”

“This is my being really cynical snarky, but the cynical snarky take is in about 15 years, you can supply chain optimize the hell out of a company and make stock go way up, but then Apple better figure out how to not be Nike, right, and come up with the innovat…”