Value Investing with Sven Carlin, Ph.D. 对 $NKE 的判断变化

We recently discussed the sportswear industry, looked at Nike, Lululemon, and On, and concluded that ultimately it comes down to customer preferences first, what will be popular that year, what will grow, and what won't grow, and that's very, very difficult to predict.

Something is popular one year, and something else the next year.

Then we have the company " Nike". We have discussed how it now looks like a valuable investment opportunity, as if it has hit rock bottom . A company worth $60 or $70 billion, Nike couldn't get any cheaper .

So, perhaps Nike will catch up. " Nike," the same story there. They have logistics services, and they have warehouses. Very interesting situations. But, for me, this is absolutely crazy.

On the other hand, there are good dividend payouts and share buybacks. Wait, take advantage of the fluctuations. If you buy, always be prepared to buy more. When the price rises, reduce your stake.

An interesting positive bet on "Nike" here, which I think you can make some money from if you play smart.