Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash to Debt 3.79
NKE's Cash to Debt is ranked higher than
64% of the 758 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 3.39 vs. NKE: 3.79 )
NKE' s 10-Year Cash to Debt Range
Min: 0.12   Max: 12.59
Current: 3.79

0.12
12.59
Equity to Asset 0.63
NKE's Equity to Asset is ranked higher than
68% of the 746 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 0.59 vs. NKE: 0.63 )
NKE' s 10-Year Equity to Asset Range
Min: 0.53   Max: 0.74
Current: 0.63

0.53
0.74
F-Score: 8
Z-Score: 9.31
M-Score: -2.63
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 9/10

vs
industry
vs
history
Operating margin (%) 12.86
NKE's Operating margin (%) is ranked higher than
88% of the 731 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 5.56 vs. NKE: 12.86 )
NKE' s 10-Year Operating margin (%) Range
Min: 9.04   Max: 15.07
Current: 12.86

9.04
15.07
Net-margin (%) 9.82
NKE's Net-margin (%) is ranked higher than
87% of the 731 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 4.10 vs. NKE: 9.82 )
NKE' s 10-Year Net-margin (%) Range
Min: 4.18   Max: 10.6
Current: 9.82

4.18
10.6
ROE (%) 22.28
NKE's ROE (%) is ranked higher than
94% of the 722 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 6.67 vs. NKE: 22.28 )
NKE' s 10-Year ROE (%) Range
Min: 11.88   Max: 25.21
Current: 22.28

11.88
25.21
ROA (%) 14.13
NKE's ROA (%) is ranked higher than
95% of the 734 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 3.96 vs. NKE: 14.13 )
NKE' s 10-Year ROA (%) Range
Min: 6.95   Max: 15.14
Current: 14.13

6.95
15.14
ROC (Joel Greenblatt) (%) 51.12
NKE's ROC (Joel Greenblatt) (%) is ranked higher than
91% of the 732 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 15.48 vs. NKE: 51.12 )
NKE' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 25.27   Max: 54.65
Current: 51.12

25.27
54.65
Revenue Growth (%) 12.80
NKE's Revenue Growth (%) is ranked higher than
85% of the 611 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 3.50 vs. NKE: 12.80 )
NKE' s 10-Year Revenue Growth (%) Range
Min: 1.3   Max: 13.3
Current: 12.8

1.3
13.3
EBITDA Growth (%) 12.20
NKE's EBITDA Growth (%) is ranked higher than
81% of the 514 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 1.30 vs. NKE: 12.20 )
NKE' s 10-Year EBITDA Growth (%) Range
Min: -6.1   Max: 17.9
Current: 12.2

-6.1
17.9
EPS Growth (%) 11.70
NKE's EPS Growth (%) is ranked higher than
78% of the 478 Companies
in the Global Footwear & Accessories industry.

( Industry Median: -0.50 vs. NKE: 11.70 )
NKE' s 10-Year EPS Growth (%) Range
Min: -8.1   Max: 24.1
Current: 11.7

-8.1
24.1
» NKE's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2013

NKE Guru Trades in Q2 2013

Jim Simons 1,229,300 sh (New)
Pioneer Investments 3,967 sh (New)
Jean-Marie Eveillard 836,230 sh (New)
Steven Cohen 502,976 sh (+572.81%)
Joel Greenblatt 11,494 sh (+101.33%)
Frank Sands 19,210,521 sh (+20.92%)
Ken Heebner 450,000 sh (+9.76%)
MS Global Franchise Fund 109,733 sh (+6.42%)
Jeff Auxier 21,122 sh (unchged)
Tom Gayner 120,400 sh (unchged)
Stanley Druckenmiller Sold Out
Mario Gabelli 14,780 sh (-0.61%)
Diamond Hill Capital 1,596,336 sh (-11.9%)
Scott Black 28,076 sh (-12%)
Jeremy Grantham 4,486,133 sh (-14.66%)
Manning & Napier Advisors, Inc 194,010 sh (-14.77%)
Ken Fisher 9,854 sh (-28.7%)
Louis Moore Bacon 10,000 sh (-50%)
» More
Q3 2013

NKE Guru Trades in Q3 2013

Paul Tudor Jones 5,500 sh (New)
Chris Davis 114,842 sh (New)
Murray Stahl 5,292 sh (New)
Mario Gabelli 21,425 sh (+44.96%)
MS Global Franchise Fund 146,419 sh (+33.43%)
Pioneer Investments 3,967 sh (unchged)
Tom Gayner 120,400 sh (unchged)
Jean-Marie Eveillard Sold Out
Ken Heebner Sold Out
Louis Moore Bacon Sold Out
Frank Sands 18,946,246 sh (-1.38%)
Jeff Auxier 20,076 sh (-4.95%)
Jeremy Grantham 4,183,106 sh (-6.75%)
Diamond Hill Capital 1,378,957 sh (-13.62%)
Scott Black 21,032 sh (-25.09%)
Ken Fisher 6,900 sh (-29.98%)
Joel Greenblatt 6,922 sh (-39.78%)
Manning & Napier Advisors, Inc 76,330 sh (-60.66%)
Jim Simons 182,400 sh (-85.16%)
Steven Cohen 27,644 sh (-94.5%)
» More
Q4 2013

NKE Guru Trades in Q4 2013

Bill Frels 2,730 sh (New)
Paul Tudor Jones 12,080 sh (+119.64%)
Murray Stahl 7,234 sh (+36.7%)
Ken Fisher 8,023 sh (+16.28%)
Chris Davis 118,433 sh (+3.13%)
Jeremy Grantham 4,311,328 sh (+3.07%)
Tom Gayner 120,400 sh (unchged)
Jeff Auxier 20,076 sh (unchged)
Diamond Hill Capital Sold Out
Jim Simons Sold Out
Pioneer Investments Sold Out
Manning & Napier Advisors, Inc Sold Out
Scott Black 20,391 sh (-3.05%)
Joel Greenblatt 6,642 sh (-4.05%)
Mario Gabelli 19,940 sh (-6.93%)
MS Global Franchise Fund 132,007 sh (-9.84%)
Frank Sands 15,676,898 sh (-17.26%)
Steven Cohen 4,204 sh (-84.79%)
» More
Q1 2014

NKE Guru Trades in Q1 2014

John Hussman 150,000 sh (New)
Steven Cohen 2,149,242 sh (+51023.7%)
Joel Greenblatt 14,721 sh (+121.64%)
Murray Stahl 10,835 sh (+49.78%)
Paul Tudor Jones 16,470 sh (+36.34%)
Frank Sands 15,989,139 sh (+1.99%)
Chris Davis 120,451 sh (+1.7%)
Bill Frels Sold Out
Tom Gayner 120,000 sh (-0.33%)
Scott Black 20,041 sh (-1.72%)
Jeremy Grantham 4,230,065 sh (-1.88%)
Mario Gabelli 19,240 sh (-3.51%)
MS Global Franchise Fund 125,981 sh (-4.56%)
Jeff Auxier 17,576 sh (-12.45%)
Ken Fisher 6,760 sh (-15.74%)
» More
» Details

Insider Trades

Latest Guru Trades with NKE

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Hussman 2014-03-31 New Buy0.83%$70.51 - $79.64 $ 77.372%150000
Joel Greenblatt 2014-03-31 Add 121.64%0.01%$70.51 - $79.64 $ 77.372%14721
Frank Sands 2013-12-31 Reduce -17.26%0.66%$70.28 - $79.86 $ 77.371%15676898
Jean-Marie Eveillard 2013-09-30 Sold Out 0.17%$62.49 - $73.64 $ 77.3719%0
Scott Black 2013-09-30 Reduce -25.09%0.05%$62.49 - $73.64 $ 77.3719%21032
Joel Greenblatt 2013-09-30 Reduce -39.78%0.01%$62.49 - $73.64 $ 77.3719%6922
Mario Gabelli 2013-09-30 Add 44.96%$62.49 - $73.64 $ 77.3719%21425
Frank Sands 2013-06-30 Add 20.92%0.71%$58.26 - $65.91 $ 77.3724%19210521
Jean-Marie Eveillard 2013-06-30 New Buy0.17%$58.26 - $65.91 $ 77.3724%836230
Joel Greenblatt 2013-06-30 Add 101.33%0.02%$58.26 - $65.91 $ 77.3724%11494
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about Nike Inc

Even With The World Cup Publicity, Nike’s Stock Is Likely To Languish
Nike (NKE) is the dominant player in the athletic apparel and footwear industry. Its market cap of $68.65 billion is more than three times the size of its rival, Adidas (XTER:ADS, ADDYY), at $20.77 billion. Nike is also more efficiently run with a return on equity of 22.28 percent and net operating margin of 12.86 percent compared to Adidas’ return on equity of 14.36 percent and operating margin of 8.29 percent. Read more...
President and CEO of Nike Inc. Mark G. Parker Sold 120,000 Shares
Nike Inc. was incorporated in 1968 under the laws of the state of Oregon. The company's main business activity is the design, development and worldwide marketing of high quality footwear, apparel, equipment and accessory products. Nike Inc. has a market cap of $56.2 billion; its shares were traded at around $62.79 with a P/E ratio of 24.50 and P/S ratio of 2.30. The dividend yield of Nike Inc. stocks is 1.30%. Nike, Inc. had an annual average earnings growth of 8.1% over the past 10 years. GuruFocus rated Nike Inc. the business predictability rank of 4.5-star. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 26.80
NKE's P/E(ttm) is ranked higher than
63% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 24.40 vs. NKE: 26.80 )
NKE' s 10-Year P/E(ttm) Range
Min: 12.08   Max: 27.04
Current: 26.8

12.08
27.04
P/B 6.20
NKE's P/B is ranked lower than
61% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 1.78 vs. NKE: 6.20 )
NKE' s 10-Year P/B Range
Min: 2.35   Max: 6.32
Current: 6.2

2.35
6.32
P/S 2.60
NKE's P/S is ranked lower than
58% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 0.90 vs. NKE: 2.60 )
NKE' s 10-Year P/S Range
Min: 1.01   Max: 2.77
Current: 2.6

1.01
2.77
PFCF 33.40
NKE's PFCF is ranked higher than
73% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 65.90 vs. NKE: 33.40 )
NKE' s 10-Year PFCF Range
Min: 11.69   Max: 42.13
Current: 33.4

11.69
42.13
EV-to-EBIT 17.38
NKE's EV-to-EBIT is ranked higher than
68% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 17.81 vs. NKE: 17.38 )
NKE' s 10-Year EV-to-EBIT Range
Min: 8.1   Max: 19.1
Current: 17.38

8.1
19.1
PEG 1.70
NKE's PEG is ranked higher than
85% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 9999.00 vs. NKE: 1.70 )
NKE' s 10-Year PEG Range
Min: 0.8   Max: 5.65
Current: 1.7

0.8
5.65
Shiller P/E 33.60
NKE's Shiller P/E is ranked higher than
81% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 9999.00 vs. NKE: 33.60 )
NKE' s 10-Year Shiller P/E Range
Min: 14.16   Max: 36.26
Current: 33.6

14.16
36.26
Current Ratio 3.39
NKE's Current Ratio is ranked higher than
84% of the 748 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 2.07 vs. NKE: 3.39 )
NKE' s 10-Year Current Ratio Range
Min: 1.68   Max: 3.54
Current: 3.39

1.68
3.54
Quick Ratio 2.42
NKE's Quick Ratio is ranked higher than
84% of the 748 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 1.30 vs. NKE: 2.42 )
NKE' s 10-Year Quick Ratio Range
Min: 1   Max: 2.79
Current: 2.42

1
2.79

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.20
NKE's Dividend Yield is ranked lower than
70% of the 518 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 2.00 vs. NKE: 1.20 )
NKE' s 10-Year Dividend Yield Range
Min: 0.8   Max: 2.4
Current: 1.2

0.8
2.4
Dividend Payout 0.30
NKE's Dividend Payout is ranked higher than
93% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 9999.00 vs. NKE: 0.30 )
NKE' s 10-Year Dividend Payout Range
Min: 0.1   Max: 0.54
Current: 0.3

0.1
0.54
Dividend growth (3y) 15.20
NKE's Dividend growth (3y) is ranked higher than
85% of the 306 Companies
in the Global Footwear & Accessories industry.

( Industry Median: -2.00 vs. NKE: 15.20 )
NKE' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 45.6
Current: 15.2

0
45.6
Yield on cost (5-Year) 2.27
NKE's Yield on cost (5-Year) is ranked higher than
53% of the 527 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 2.18 vs. NKE: 2.27 )
NKE' s 10-Year Yield on cost (5-Year) Range
Min: 1.51   Max: 4.54
Current: 2.27

1.51
4.54
Share Buyback Rate 2.50
NKE's Share Buyback Rate is ranked higher than
92% of the 418 Companies
in the Global Footwear & Accessories industry.

( Industry Median: -0.30 vs. NKE: 2.50 )
NKE' s 10-Year Share Buyback Rate Range
Min: 2.7   Max: 0.2
Current: 2.5

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 24.60
NKE's Price/Net Current Asset Value is ranked higher than
80% of the 797 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 9999.00 vs. NKE: 24.60 )
NKE' s 10-Year Price/Net Current Asset Value Range
Min: 6.6   Max: 1343.9
Current: 24.6

6.6
1343.9
Price/Tangible Book 6.50
NKE's Price/Tangible Book is ranked lower than
55% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 2.39 vs. NKE: 6.50 )
NKE' s 10-Year Price/Tangible Book Range
Min: 2.66   Max: 8.36
Current: 6.5

2.66
8.36
Price/DCF (Projected) 2.10
NKE's Price/DCF (Projected) is ranked higher than
78% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 9999.00 vs. NKE: 2.10 )
NKE' s 10-Year Price/DCF (Projected) Range
Min: 0.85   Max: 3.17
Current: 2.1

0.85
3.17
Price/Median PS Value 1.50
NKE's Price/Median PS Value is ranked higher than
50% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 1.10 vs. NKE: 1.50 )
NKE' s 10-Year Price/Median PS Value Range
Min: 0.52   Max: 1.57
Current: 1.5

0.52
1.57
Price/Peter Lynch Fair Value 1.60
NKE's Price/Peter Lynch Fair Value is ranked higher than
90% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 9999.00 vs. NKE: 1.60 )
NKE' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.82   Max: 4.91
Current: 1.6

0.82
4.91
Price/Graham Number 2.70
NKE's Price/Graham Number is ranked higher than
59% of the 798 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 2.20 vs. NKE: 2.70 )
NKE' s 10-Year Price/Graham Number Range
Min: 1.21   Max: 3.53
Current: 2.7

1.21
3.53
Earnings Yield (Greenblatt) 5.70
NKE's Earnings Yield (Greenblatt) is ranked higher than
56% of the 688 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 7.10 vs. NKE: 5.70 )
NKE' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.2   Max: 12.4
Current: 5.7

5.2
12.4
Forward Rate of Return (Yacktman) 17.71
NKE's Forward Rate of Return (Yacktman) is ranked higher than
85% of the 516 Companies
in the Global Footwear & Accessories industry.

( Industry Median: 5.25 vs. NKE: 17.71 )
NKE' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 7.1   Max: 22.8
Current: 17.71

7.1
22.8

Business Description

Industry: Manufacturing - Apparel & Furniture » Footwear & Accessories
Compare:ADDYY, BELLY, YUEIY, FOSL, DPNEY » details
Traded in other countries:NKE.Germany
Nike, Inc. was incorporated in 1968 under the laws of the state of Oregon. The Company's main business activity is the design, development and worldwide marketing of high quality footwear, apparel, equipment, and accessory products. NIKE is a seller of athletic footwear and athletic apparel in the world. It sells its products to retail accounts, through NIKE-owned retail including stores and internet sales, and through a mix of independent distributors and licensees, in over 190 countries around the world. Virtually all of its products are manufactured by independent contractors. Virtually all footwear and apparel products are produced outside the United States, while equipment products are produced both in the United States and abroad. NIKE's athletic footwear products are designed mainly for specific athletic use, although a large percentage of the products are worn for casual or leisure purposes. It places considerable emphasis on high quality construction and innovation in products designed for men, women and children. Running, training, basketball, soccer, sport-inspired casual shoes, and kids' shoes are currently its top-selling footwear categories and it expects them to continue to be in product sales in the near future. It also markets footwear designed for aquatic activities, baseball, cheerleading, football, golf, lacrosse, outdoor activities, skateboarding, tennis, volleyball, walking, wrestling, and other athletic and recreational uses. NIKE apparel and accessories are designed to complement its athletic footwear products, feature the same trademarks and are sold through the same marketing and distribution channels. It often markets footwear, apparel and accessories in 'collections' of similar design or for specific purposes. It also markets apparel with licensed college and professional team and league logos. The Company sells a line of performance equipment under the NIKE brand name, including bags, socks, sport balls, eyewear, timepieces, electronic devices, bats, gloves, protective equipment, golf clubs, and other equipment designed for sports activities. It also sells small amounts of various plastic products to other manufacturers through its wholly-owned subsidiary, NIKE IHM, Inc. The Company's wholly-owned subsidiary, Cole Haan designs and distributes dress and casual footwear, apparel and accessories for men and women under the brand names Cole Haan and Bragano.The Company's wholly-owned subsidiary, Converse Inc. designs, distributes, and licenses athletic and casual footwear, apparel and accessories under the Converse(r), Chuck Taylor(r), All Star(r), One Star(r), and Jack Purcell(r) trademarks. The Company's wholly-owned subsidiary, Hurley International LLC designs and distributes a line of action sports apparel for surfing, skateboarding, and snowboarding, youth lifestyle apparel, and accessories under the Hurley(r) trademark. The Company's wholly-owned subsidiary, Umbro Ltd. designs, distributes and licen
» More Articles for NKE

Headlines

Articles On GuruFocus.com
Foot Locker Is a Great Buy Jul 22 2014 
Nike Is Worth Buying At Every Dip Jul 18 2014 
This Retailer Has Overcome All Its Problems and Is Good To Go Jul 14 2014 
Is Apple Planning The Smartest Move Into the Luxury Segment Of The Wearable’s Sector? Jul 14 2014 
Nike on a Winning Streak Jul 11 2014 
Nike: Innovation and Robust Fundamentals Will Create Shareholder Value Jul 10 2014 
Markets Up After FOMC Minutes Jul 10 2014 
Even With The World Cup Publicity, Nike’s Stock Is Likely To Languish Jul 09 2014 
Nike Is a Solid Buy for the Long Run Jun 27 2014 
To Bite or Not To Bite: That´s Luis Suarez and Adidas´ Question Jun 27 2014 


More From Other Websites
11:19 am NIKE pushes above early high, vacillating near its four month close high from July at 78.69... Jul 24 2014
Under Armour Muscles Up Guidance After Fast Q2 Sales Jul 24 2014
Nike Basketball’s Search for The Baddest Jul 23 2014
Nike and Spanish Basketball Federation Unveil New Spanish Home and Away Kits Jul 23 2014
Foot Locker, Inc. -- Moody's upgrades Foot Locker to Ba1; outlook stable Jul 23 2014
Adidas covers swooshes at Nike's hometown track Jul 23 2014
Adidas covers swooshes at Nike's hometown track Jul 23 2014
Nike and AS Roma Unveil New Away Kit for 2014-15 Season Jul 22 2014
Spartak Moscow and Nike Unveil the New Home and Away Kit for 2014-15 Season Jul 21 2014
Nordstrom ads feature models with disabilities Jul 20 2014
The 4 Stocks That Lifted the Market Jul 18 2014
Under Armour Eyes Bigger Footwear, International Sales Jul 18 2014
Nike has a vending machine that lets you trade Fuel for gear Jul 18 2014
[audio] Soccer sales aren't all about the World Cup Jul 18 2014
Nike and Atlético de Madrid Unveil New Away Kit for 2014-15 Season Jul 18 2014
Nike And Mamelodi Sundowns Unveil Away Kit For 2014-15 Season Jul 18 2014
Galatasaray and Nike Unveil the New Kit for 2014-15 Seasons Jul 18 2014
Nike and Club America Unveil Home and Away Kits for the 2014-15 Season Jul 17 2014
Nike F.C. Celebrates Football's Revival in La Ville-Lumière Jul 17 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

PhilipCohen
ReplyPhilipCohen - 1 month ago
eBay’s Johnny Ho appointed to Nike board …

Seriously? Given the state of the eBay marketplace under Johnny Ho, and the fact that the Ho would now have to be the most despised person on the planet, this Nike appointment has to be some sort of delayed April Fools Day joke. Obviously, these guys must all live in gated communities, with their own atmospheres, and never venture outside into the real world.

Hasn’t Nike’s chairman Knight, or anyone else at Nike, perused the performance of eBay’s stock price over the past seven years? Then, maybe Knight is simply another Bain-connected sociopath, like the Ho. Who knows? But it is telling that anyone could listen to Johnny Ho drone on and yet still be so impressed.

The Ho’s 2007 Legg Mason “Thought Leader” ramble, where he laid out his plans for the future of eBay (pity eBay’s stockholders), is a classic that, for anyone seeking to understand the delusional thought processes of the Ho, should be read—or at least attempted—by those with sufficient staying power. And then there is his later short LinkedIn “Thinking Day” chat—Ho, Ho, Ho …

On second thought, for those inclined, it might be better to start with the brief, comical LinkedIn “Thinking Day” article first as the Legg Mason interview is extremely hard going—faster acting even than flunitrazepam …

http://www.linkedin.com/today/post/article/20130715110232-187399433-to-beat-the-chaos-take-a-thinking-day

http://www.leggmason.com/thoughtleaderforum/2007/conference/donahoe.html

"Even though people think I'm an expert at technological innovation, my own instinct for technology was frozen in place in 1982."—John Donahoe (26 Sep 2007) ...

eBay Inc, where the incompetent mingle with the malevolent and the outright criminal, and the just plain stupid ...
http://www.ecommercebytes.com/forums/vbulletin/showthread.php?24736-Shill-Bidding-on-eBay-Case-Study-5
Traderatwork
ReplyTraderatwork - 6 months ago
estimate EPS growth rate 7%, EPS 2013 is 3.13, 8.5 + 2G around 20X so 20 * 3 is around 60

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide