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Which podcasts are discussing NKE?
44 ATTRIBUTED IDEAS · 28 EPISODES · 12 SHOWS
The shows
Invest Like the Best with Patrick O'Shaughnessy
Barron's Streetwise
CNBC Fast Money
Animal Spirits
The Compound and Friends
Motley Fool Money
The Knowledge Project
WSJ What's News
Excess Returns
The Meb Faber Show
The Pomp Podcast
Value Investing with Legends
Where the discussion went deepest
29 MAY29 MAYBARRON'S STREETWISE · 2:30
Nike turnaround slower than Wall Street expects
“The bearish case argued: Nike's turnaround is taking longer than anticipated, with the stock price reflecting a realization that progress will be slower than previously hoped.”
Jordan, Wemby, and Why Nike’s Turnaround Hasn’t Taken Flight
Core thesis · 5/5Verify in source →
7 MAY7 MAYINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY · 35:00
24 FEB24 FEBTHE KNOWLEDGE PROJECT · 10:00
14 AUG14 AUG 2025INVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY · 31:00
Marketing is about values, not speeds and feeds
“The marketing thesis argued was that in a noisy world, effective branding must communicate core values and identity, not just product specifications, to build lasting relevance.”
#398 Steve Jobs In His Own Words (Make Something Wonderful) · with Pixar
Core thesis · 5/5Verify in source →
22 JUL3W AGOANIMAL SPIRITS · 08:15
Nike faces structural brand and fundamental decay
“Nike has lost its competitive moat, transforming from a dominant global leader into a lagging brand with poor fundamentals.”
Say Bubble One More Time. I Dare You! (EP. 474)
In depth · 4/5Verify in source →
2 JUL2 JULMOTLEY FOOL MONEY · 09:30
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