Nike Stock Analysis: An 81% Crash, a Broken Distribution Strategy and the Fight to Rebuild

Nike lost 81% of its share price and roughly $231 billion of market value after turning retailers into competitors, flooding its classic franchises and weakening its sports focus. Digital sales are now below 2021, China profit has fallen 61%, and faster-growing rivals trade at lower forward multiples. Elliott Hill is rebuilding the company, but repairing distribution is easier than restoring desire.

BusinessStrategy

Tesla Stock Analysis: A 327x Multiple, a 39% Crash and the $400 Billion Question

Tesla trades at about 327 times earnings, roughly ten times the average of every other profitable $1 trillion company, while its operating margin has fallen to 1.4%. The stock crashed 39% in seven months and has recovered a fifth of that on no new numbers. Here is what Tesla actually sells today, what it is spending $25 billion a year on, what Musk's own pay package says the strategy is, and why cars alone could never get there.

TechnologyStrategy