Nike as the de-risked, sustainable athleisure bet
The bull case made for Nike was that it is the most de-risked name in the space, with a sustainable brand, global scale, and direct-to-consumer operations now under control.
CNBC FAST MONEY CHANGED ITS VIEW
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.