cover of episode An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

2024/10/7
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Prof G Markets
AI Deep Dive AI Chapters Transcript
People
E
Ed
参与金融播客，分析和讨论金融市场趋势和变化。
S
Scott
通过积极的储蓄和房地产投资，实现早期退休并成为财务独立运动的领袖。
Topics
Scott: 耐克撤回了全年销售预期，并推迟了投资者日，这表明其扭转局面需要时间。耐克的业绩全面下滑，各个地区和销售渠道均出现下滑。耐克撤回全年业绩预估是缺乏管理能力的表现。耐克需要进行裁员，并加快产品开发速度，以扭转局面。 Ed: 耐克的业绩全面下滑，各个地区和销售渠道均出现下滑。耐克撤回全年业绩预估的理由值得怀疑。耐克等公司过度依赖品牌，这可能是其业绩下滑的原因。 Ed: 品牌的力量正在减弱，产品创新和供应链管理变得越来越重要。一些大型公司正在经历管理层变动，这预示着行业格局的变化。

Deep Dive

Chapters
Scott discusses Tesla's quarterly deliveries and suggests that hybrids, not EVs, might be the future of the auto industry, citing Toyota's success and Tesla's overvaluation.
  • Tesla's quarterly deliveries rose but fell short of expectations.
  • Toyota's focus on hybrids appears to be a winning strategy.
  • Tesla's upcoming robo-taxi event may underwhelm.

Shownotes Transcript

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but breaks down why he would still invest in the company. Scott and Ed debate about sovereign wealth funds in the Gulf and whether or not the funds make smart investments. Finally, they examine Nike’s earnings and break down why Nike’s dependence on its brand might have led to its downfall. 

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