Dan Caplinger

I don't think it's inevitable.

You can find some outliers out there.

Chocolate bars are boring.

Hershey and Nestle went beyond that.

They brought in Kit Kat.

They got 8,000 different Kit Kat flavors, and now people care about it again.

When Lou and I were kids, you got the Lego sets that you had to build it yourself.

You had to come up with what you were doing.

Yep.

Now, it's like you buy the F1 car set, you charge $900 for it, there's sophisticated instructions and stuff.

Some brands survive, but a lot aren't able to make that disruptive move.

Look, Nike is what it is.

I don't find it an attractive investment, but this is still a massive company that is profitable and is growing.

At least, we're getting the benefit of the doubt.

I think this is one of these cases, and I see it so much, I'll even be controversial and throw out Starbucks and Lululemon.

As investors, there's a difference between the company is fine and I want to invest in it.

I think Nike's just at the point that, yeah, there are better investments out there, at least to my eye.

Dan, the stock I'm bringing to you today, York Space Systems, ticker YSS.

It just went through its IPO in January.

This is a company, it's a pure play.