Doctor O , M.D.
3.8K posts

Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi

@FriedHardt Money laundering. Like it’s real life counterparts in the art world. That’s all these NFTs and trading cards are for
English

olhando agora, depois de tudo já ter acontecido, é fácil dizer que isso aqui era um golpe
mas se olhasse na época, com a informação que tinha no momento, também era fácil dizer que era golpe
Watcher.Guru@WatcherGuru
Justin Bieber purchased this Bored Ape NFT for $1.3 million in 2022. Today, it's worth $12,000
Português
Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi

the fun part of having a narcissistic dictator is that you occasionally get to watch some of the worst people in the world eat shit in spectacular ways
Pop Base@PopBase
Pam Bondi’s portrait has already been taken off the Justice Department walls and dumped in the trash, in photo obtained by MS Now. (ms.now/news/pam-bondi…)
English
Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi

This exactly why Ronald Reagan became a politician
Gay Gay Hunsecker@stockpiledclay
Extremely telling that a lot of right wing influencers are failed musicians or actors. They want an audience so badly, but they don’t have the talent court one otherwise
English
Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi

Today I learned Black Birds are more athletic than White Birds
Redd@ReddCinema
Difference between a seagull and a crow’s accuracy
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Doctor O , M.D. retweetledi

Doctor O , M.D. retweetledi

@AmeriKraut That's why that "POC" stuff can go to hell
English
Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi

Nike wiped out $200B+ in market cap since November 2021. And the chart actually understates how bad it is.
This company made one bet that destroyed everything: the direct-to-consumer pivot. During COVID, Nike's online sales surged, and management convinced themselves the stay-at-home economy was permanent. They pulled product from Foot Locker, Dick's, and thousands of wholesale partners to push buyers through Nike.com and Nike stores.
That ceded physical shelf space to On Running, Hoka, New Balance, and every competitor happy to fill the void. By the time Nike brought Elliott Hill in as CEO, customers had already moved on.
The China numbers are staggering. Seven straight quarters of declining revenue. Greater China sales dropped 17% last quarter. Next quarter Nike expects a 20% plunge. Meanwhile Lululemon is posting double-digit growth in the same market. Anta and Li-Ning are eating Nike's share from below. Nike's China revenue contribution fell from 18.6% in 2021 to 14.2% in 2025.
Yesterday Goldman Sachs, JPMorgan, and Bank of America all downgraded the stock on the same day. Net income fell 35% year over year. Gross margin has declined for seven consecutive quarters. And the stock still trades at 38x forward earnings, a premium over the S&P 500 average of 22x.
This is what a slow-motion brand collapse looks like with a luxury multiple attached to it. The turnaround keeps getting pushed further out. Management promised growth by early 2027. Wall Street priced that in. Now it's late 2027 at best.
The scariest part: Nike is still the #1 sportswear company by market cap. If this is what #1 looks like, the rest of the industry is running a different race entirely.
Ian Jakovan Dunlap@_masterinvestor
We are watching major American brands die slowly
English
Doctor O , M.D. retweetledi
Doctor O , M.D. retweetledi

He was right. The cult of personality around Jobs paved the way for the disastrous misreading of Musk.
shouko@shoukointech
Controversial take on Steve Jobs:
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