Search: AS - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 17	AS	$40.26 $41.31 +2.6%	N/A	Finnhub News	—	Finnhub - AS Amer Sports Inc. (NYSE:AS) Shows High Growth ...
Feb 12	AS	$38.52 $41.31 +7.2%	N/A	Finnhub News	—	Finnhub - AS Callaway Golf (CALY) Reports Q4 Loss, Misses ...
Feb 11	AS	$39.81 $41.31 +3.8%	WATCH	Elliott Hill CEO, Nike	Speaker announces a major push for the ACG brand to target "trail running" and the "overall outdoor industry," explicitly naming "Solomon" (owned by Amer Sports) and "Smartwool" (owned by VF Corp) as incumbents they are "playing offense" against. Nike is a capital-rich giant entering a niche market. If ACG successfully captures the "outdoor consumer with attitude," it will directly cannibalize market share from pure-play outdoor stocks like Amer Sports (Salomon) and VF Corp (Smartwool/The North Face/Altra). WATCH for margin compression or market share loss in these specific competitors. ACG fails to gain traction with authentic outdoor enthusiasts (the "counterculture" risk mentioned by the interviewer).	Bloomberg Markets Nike CEO on Turnaround Plan, ACG Relaunch, Co...