Bill Ackman Bets Big on Nike should you?

[@ashermorgenstern596]

i dont think its based off people buying new shoes its because shoes culter is on the decline and nobody really want to buy a insain new shoes that you then ruin them with one walk out side it just not the same as it was

[@CommonInvestor1]

@@ashermorgenstern596Your thesis could be right, but from what I can gather, this is the best answer I could come up with based on the data. Nike’s revenue had a decline when they started starving in-person retailers of their products at the end. Investment is making the best decision based on the data you have observed.

[@ashermorgenstern596]

@CommonInvestor1 fair

[@Chiz1992]

Once you corner a market and then let competitors in so much that its saturated, its really not quite as simple as deciding to regain all that market cap.
I think they can come back but itll never be what it was, how do you beat Air Jordans

[@Chiz1992]

By the way first time I've saw your videos, interesting evaluation you have. Intrigued to see how close you are, good content regardless mate

[@CommonInvestor1]

@@Chiz1992 air Jordan is owned by Nike

[@CommonInvestor1]

@@Chiz1992 thank you

[@Chiz1992]

@CommonInvestor1 I meant how do you replicate that success and amazing marketing, I don't see it happening

[@CommonInvestor1]

@@Chiz1992 ok nice. That will be very easy to do they just have to put the product in front of people and let them make the decision. I feel like they have a superior product where people will go with Nike over competitors.