This Week in Intelligent Investing

Nike’s Success with Online Sales | Valuing White Space vs. Realized Ambition

September 25, 2020

In this episode, John Mihaljevic hosts a discussion of:

Nike's surprising success with online sales: the durability of the direct-to-consumer opportunity, and what sets apart brands like Nike and Adidas from rival brands as well as top beverage brands; led by Chris Bloomstran

Valuing white space vs. realized ambition: how the market disproportionately rewards earlier-stage companies; the way TAMs collide and growth gets harder as companies scale; illustrated by Dropbox vs. Slack; led by Elliot Turner

Enjoy the discussion!

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