Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - How the banking drama is putting some commercial real estate businesses in peril ... Show More
Sep 13
Harvard's Judgment Professor: Why Numbers Don't Make Decisions, People Do
Investors pour over income statements and cash flow trends — but the person deciding what happens to those numbers next matters more, and it's the thing almost nobody knows how to evaluate. Motley Fool's Rachel Warren sits down with Reza Satchu, HBS senior lecturer and six-time c ... Show More
19m 46s
Sep 12
Three Lesser-Known But Powerful 401(k) Features
In celebration of National 401(k) Day (which was this past Thursday), Robert Brokamp covers three employer-sponsored plan features that often fly under the radar – partially because they can be complex, and partially because many plans don’t offer them.In this episode, Robert dis ... Show More
15m 6s
Jul 2024
The Deal Room: Is Nike In Trouble & HSBC Shakes Up Its IBD Division
<p>In this episode, we delve into Nike's recent struggles, with its stock down over 30% this year. We'll explore the factors contributing to its decline, from questionable leadership and strategic missteps to macroeconomic challenges and rising competition in the sneaker market.< ... Show More
35m 53s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
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 brea ... Show More
53m 5s
Apr 2023
Prof G Markets: First Citizens Acquires SVB, Hindenburg Shorts Block, and Nike vs. Hermès
This week on Prof G Markets, Scott shares his thoughts on Silicon Valley Bank’s new owner and explains why distressed assets are some of the best places to invest. He also shares his thoughts on why he thinks Hindenburg’s latest short position might be a reach, and takes a look a ... Show More
42m 57s