Investment manager in alternative assets with 15 years of professional experience and strong focus on closed-end funds, income investing, tech, e-commerce and undervalued companies. Unique set of capabilities blending operational, strategic and investments insights. Our core belief is that great investments are predicated on a handful of key investment highlights – “big bets” – which ultimately drive the investment outcome. Those ‘big bets’ are the focus of our analyses.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options or similar derivatives in NKE over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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