The transcript discusses Under Armour's significant growth and its position in the market compared to larger competitors like Nike. It highlights the company's focus on technology and innovation as a differentiator. The discussion also covers market dynamics, the potential impact of new entrants, and the importance of building value for shareholders. The speaker draws parallels between the sporting goods industry and the technology sector, emphasizing the need for staying power and value creation.

What is a key factor that differentiates Under Armour from its larger competitors?

• Its focus on traditional sporting goods

• Its emphasis on technology and innovation

• Its larger market size

• Its long-standing presence in China

How long does the speaker suggest it might take Under Armour to catch up with Nike?

• 1 to 2 years

• 5 to 7 years

• 30 to 40 years

• 10 to 20 years

What example is used to illustrate the difficulty of displacing a well-established company?

• Six Flags taking over Disney

• A new social media platform replacing Facebook

• A new tech company surpassing Apple

• Under Armour overtaking Nike

According to the speaker, what is a lesson that can be learned from Silicon Valley?

• Expanding rapidly without strategy

• Avoiding technological innovation

• Building staying power and driving value

• Focusing solely on traditional business models

What is the market cap mentioned for Facebook in the context of potential disruption?

• $250 billion

• $200 billion

• $150 billion

• $100 billion