Analyst Background and Focus - The analyst has a background in sociology with a Master's Degree in Sociology and a Bachelor's Degree in Sociology and History, focusing on organizational and economic sociology [1] - The analyst specializes in high-quality companies with competitive advantages (economic moats) and high defensibility, aiming for long-term market outperformance [1] - The analyst primarily covers European and North American companies, with no restrictions on market capitalization, ranging from large-cap to small-cap companies [1] Previous Analysis and Disclosure - The analyst previously rated Nike, Inc (NYSE: NKE) as a "Sell" in October 2020, based on an analysis conducted four years ago [1] - The analyst holds a beneficial long position in shares of BABA and TCEHY through stock ownership, options, or other derivatives [2] - The analyst wrote the article independently, expressing personal opinions without receiving compensation (other than from Seeking Alpha) and has no business relationship with any mentioned companies [2]
Nike Is Struggling, But Might Be A Buy Already