Nike

14117.551 - 14142.18 David Rosenthal

I don't think this is really a bare case, but if you're viewing this through the lens of should I buy the stock, not investment advice, but versus other companies I could put my money into, as incredible as this company is, the operations, the power, the scale economies, the brand, I think the durability, it's still not a software gross margin business, nor is it ever going to be.