nike

Why the Allbirds listing has been such a wild ride. Back in the 13th century when the enormous flightless moas still roamed across New Zealand, there were virtually...

Nike (NYSE: NKE) is the global athletic market leader selling footwear (~60% of sales), apparel and equipment across all regions of the globe (~40% North America, ~25%...

About nine months ago, we reviewed our investment case for Nike in ‘A Marathon, Not A Sprint’. With the benefit of time, vaccines, additional data points illuminating...

Roughly a year ago, we first wrote 'On track for a strong performance' about our (then recent) initial investment in Nike. Much has changed since then, but we thought...

When considering companies for potential inclusion in the fund, we are clear about the characteristics we look for: a proven track record of generating...

Having spoken to many investors, the most common misjudgement I’ve observed is binary thinking. That is the tendency to think in black and white. Let me share two...