In this episode of AWM Insights, Justin Dyer and Mena Hanna take you behind the headlines to dissect why great products like Nike don’t always translate to great investments. They break down recent events in the world of apparel stocks, share stories that resonate with athlete families, and dig into the pitfalls of hype-driven investing. Packed with sharp data points, memorable anecdotes, and proven wisdom, this episode challenges conventional thinking and emphasizes the timeless value of patience, discipline, and diversification for building multi-generational wealth. Tune in for practical lessons that will strengthen your family&#x27;s long-term financial game plan. Chapters (00:00) When Great Products Don’t Mean Great Investments (02:00) Nike’s Wild Ride and Valuation Lessons (06:00) The Trap of Hype and Headline Chasing (09:00) The Importance of Patience and Discipline (11:00) Long-Term Returns and Diversification Wisdom Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/

Good Products, Bad Investments: Nike, Hype, and the Power of Patience | AWM Insights #266

AWM Insights Financial and Investment News

It's a great reminder when we see behavior or activity like Nike, it's a little microcosm of market behavior and how these things can turn against you. At the end of the day, there's a great Warren Buffett quote that I'll pull in here that I think speaks to both this point I just made, but also the point around Nike, which is the stock market is a device for transferring money from the impatient to the patient. It really can be distilled down to a simple comment like that. You are rewarded to be patient.

You are rewarded to be disciplined. You will reach your vision of a hundred year family if you can do those things quite simply. Hey everyone, welcome back to another episode of AWM Insights. It's your host Justin Dyer, Chief Investment Officer here at AWM, joined as always by Mina Hanna, our Portfolio Manager here at AWM.

And we're going to in a way continue the conversation from last week around great products not necessarily leading to great investments or the companies that make great products aren't necessarily great companies to make an investment within. There's some current day examples, current event examples that are kind of in line with that.

And we're going to extend that conversation to some good reminders, some lessons learned or lessons reaffirmed around long-term investing, investing for that 100 year family. How do we think about it? And hopefully leave you all today with just great reminders around the idea of good products not necessarily leading to good outcomes from an investment standpoint.

Good Products, Bad Investments: Nike, Hype, and the Power of Patience | AWM Insights #266

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Good Products, Bad Investments: Nike, Hype, and the Power of Patience | AWM Insights #266

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.