This is Part Two of the Latticework Business Intelligence audio program on Nike, published by Latticework from MOI Global. It is the deep dive, made for professional investors and for anyone who analyzes consumer companies for a living. It assumes the ordinary vocabulary of investing and explains only what is specific to Nike and its industry, and it st…
Latticework Business Intelligence
Nike, Part Two: The Deep Dive
Nike, Part Two: The Deep Dive
A working method for analyzing Nike: one pair of shoes priced through each channel, the turnaround scored line by line, the accounts on the right basis, six debates in two voices, and a value at a fixed 10 percent return.
Latticework Business Intelligence
In-depth research on a single company: a full reference report, the model behind it, and a podcast that tells the story and then works through the investment case.
In-depth research on a single company: a full reference report, the model behind it, and a podcast that tells the story and then works through the investment case.
