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Nike
Acquired
The Bearcase: Should I Buy the Stock?
I don't think this is really a bear case, but if you're viewing this through the lens of should I buy the stock, not investment advice. It's still not a software gross margin business, nor is it ever going to be. And are they going to be able to address that biggest market in the world for feet? Or not, you know, at scale is sort of the question.
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