so lets say I buy lvmH next week for 550 Euros, its still kind of expensive then?
@Viv8ldi21 сағат бұрын
memo: over 700 Dollars 2 weeks ago lvmh was expensive
@The_Viking970Күн бұрын
I’m slowly loading up I think if it break down around 73 it might goes back to 60 range. If that is the case then I’m all in. Nike is not going anywhere (need to hold this for at least one or two year)
@RodSerling-y6pКүн бұрын
LULU is undervalued today. Buy when there's fear (now). Sell when there's greed (not now).
@anderson63793 күн бұрын
Thanks for covering. I was not aware of how good Stellantis was looking. This was insightful.
@charlesharmon49263 күн бұрын
Great financial analysis. Here’s my Dumb American perspective without the pedigree of a financial education: I can’t invest in a company that I don’t believe in their products. European Mass Market Automobile means build quality and reliability that lags American makes and is miles behind Asian particularly Japanese makes. Also higher cost of ownership. Stellantis has proven over the last few years they don’t understand North American car buyers. Chrysler, Dodge, Ram have decades long reputation of being the worst built vehicles of the Detroit brands. I see a corporate conglomerate of 14 trash brands with a poor reputation for quality that long term will sink this corporation.
@BullBearWatcher3 күн бұрын
Great video! I've been checking out social media and Discord groups lately, and $WKSP (Worksport) is getting a lot of buzz. They’re known for their solar-powered truck bed covers and EV solutions. Looks like they have a bright future ahead. Definitely worth a closer look!
@MandoRdgz4 күн бұрын
Can you maybe analyze sofi stock?
@frozentech88274 күн бұрын
Thank you for the video. Universal Music Group also drops - what do you think about this 24% correction?
@michaeldawn4425 күн бұрын
I brought Nike on the large dip, but just recently liquidated all of my shares. I was holding both NKE and SBUX, then I thought both have too much exposure to China. I kept SBUX mainly because I'm down and not ready for a loss. I would buy NKE again if it falls under $70.
@michaeldawn4425 күн бұрын
DEXCOM recently dropped over 40%. It was once thought of as solid Healthcare play. Even over the pharmaceuticals. Things can sure change fast!
@justsomeone68355 күн бұрын
Its a Dog with fleas Pal
@adrianbaron80335 күн бұрын
Your selected growth rates have nothing to do with reality!
@DividendDiary6 күн бұрын
trip map from the beginning suggests you are from Poland 😊 Am I right? 😊
@BaldInvestor6 күн бұрын
Yes 👍
@DividendDiary6 күн бұрын
@@BaldInvestor Me too 😊
@Fedex56 күн бұрын
Kramer is bearish whit T, so.. thats the bullish thing i can say about it XD
@BaldInvestor6 күн бұрын
😂
@Nik-up5kg6 күн бұрын
Very nice video as always. Could you look into Danaos cooperation (DAC) ?
@BaldInvestor6 күн бұрын
Thank you. I made a video about Danaos: kzbin.info/www/bejne/qYmXaaGnn92XraM but it is an old one. I probably should create an update.
@bouweenvermogen6 күн бұрын
It’s already a very nice buy at current price level I think! 😊
@yagmur_altiok6 күн бұрын
Can you check United airlines?
@BaldInvestor6 күн бұрын
Thanks for the idea. I will add it to my list.
@mididoddi6 күн бұрын
I read Shoe Dog. Great book! As I was watching your video, I kept thinking about SBUX. Interestingly, both have similar numbers in terms of valuation etc., and both are trading at 2Q 2019 levels. Please correct me if I am wrong. Both have wide moat! I think NIKE wins in terms of insider ownership. I think it depends on which one you want to bet on. I am a share holder of SBUX.
@BaldInvestor6 күн бұрын
You may be right. The biggest differences I see are: ownership, bigger debt for SBUX, and when I look at the valuation SBUX also seems more expensive currently. Also they are in different industries so that is definitely something to consider. Next video is going to be the one that you asked for: Starbucks vs Chipotle. 😊
@mididoddi5 күн бұрын
@@BaldInvestorthat will be an interesting one.
@jaysaid93446 күн бұрын
But not necessarily So they gona going down,till two years from now,so every one make heis own goal 🥅🙏👍
@galenjamesreynolds6 күн бұрын
thanks for this video - love your content. i would love to see your take on AIRBNB sometime. i'm still a beginner, but from what i can see the numbers look good and i'm optimistic about their model vs. hotels in the long term, but it seems like more of a question of whether it's currently overpriced, coming off a couple years of huge growth numbers and a big IPO.
@BaldInvestor6 күн бұрын
Thank you very much. I'm glad you like it. And thanks for the idea I will add it to my list.
@mididoddi6 күн бұрын
Great companies are always overpriced! I don't think you should wait for a pull back. If I like a company a lot, I take a position with a small amount of money and I want the price to go down at least by 50%. That will give me an opportunity to add more.
@galenjamesreynolds6 күн бұрын
@@BaldInvestor thank you!!
@galenjamesreynolds6 күн бұрын
@@mididoddi thanks for sharing your POV! i'll definitely take it into consideration
@mididoddi6 күн бұрын
@@galenjamesreynolds Also, just to make it clear. I put a sufficient amount of money with an assumption that there is a possibility the stock could down by 50%. Your portfolio shouldn't be affected too much if this happens. And if it does really happen, you should be excited because now you can deploy more money into your favorite company with a much better price. This is something I always tell to anyone who talk about any of their favorite companies being overpriced. Hope this helps.
@gramostv_official6 күн бұрын
Fantastic opportunity
@craigkohler26416 күн бұрын
go woke, go broke.
@robertocortesi42366 күн бұрын
Nike crashing -20% and more ?? Adidas celebrates!
@PopeyeSailor-wz7ew6 күн бұрын
Price drop is temporary. NKE is still overpriced. $50-54 is a nice every point.
@user-wh3hr3oz6l6 күн бұрын
Lol
@theyomie54825 күн бұрын
Agreed.
@theyomie54825 күн бұрын
And if their net income & FCF erode over the next few years, which it probably will, we could see the share price compress much further.
@user-wh3hr3oz6l5 күн бұрын
@@theyomie5482 rubbish, 93usd by the end of the year or before, possibly a quick dip to 60
@retoulrichgareus34576 күн бұрын
Everything is going south these days. I assume it is a long due small correction. And as another commenter mentioned bots and algorithms make the markets worse…
@TheRustyLM6 күн бұрын
Fashion is fickle. Other brands are surging. Nike’s quality is dropping. Direct to consumer sales was a bust.
@PopeyeSailor-wz7ew6 күн бұрын
Agreed. NKE is a good brand. Nice to see fumbles occasionally so I can get in.
@anderson63796 күн бұрын
Thanks for covering
@BaldInvestor6 күн бұрын
Thanks for watching.
@o.c.g.m94266 күн бұрын
DO NOT listen to the bots & scammers in the chat report them. I must look out for my bald brother #baldgang
@BaldInvestor6 күн бұрын
Thank you 😊. They are blocked. 👍
@emadrahim49696 күн бұрын
Thank you for this
@BaldInvestor6 күн бұрын
My pleasure.
@patrickheiskanen26106 күн бұрын
Using Terry Smith on the thumbnail was Evil! Im unfollowing
@TheVolcomRock6 күн бұрын
I’m seeing Phil Knight and not Terry Smith. What am I missing?
@BaldInvestor6 күн бұрын
I'm testing two thumbnails. One with the founder and one with Terry Smith for whom it is 2.4% of the portfolio and who is selling the stock every quarter for the last year. That is why you are seeing different versions.
@alexzagariya29456 күн бұрын
But why Buffet say he will never buy NKE? Can you explain ?
@o.c.g.m94266 күн бұрын
Make your own decisions in life, young man. Buffett is his own man. He's old, and he wouldn't listen to you. Do your diligence and stick with what you believe in
@kanecampbell31456 күн бұрын
Doesn't understand shoes and clothing sales well enough. Do you?
@bielrierapierola69357 күн бұрын
hi ,download the calculator is not working🥲
@SMS-ek9xd8 күн бұрын
At 247 today is pretty nutty... how low can it get 😱
@lozhkin8 күн бұрын
and its going to 220 soon
@RodSerling-y6pКүн бұрын
Could be true. Then it will be over 300 later.
@vince90728 күн бұрын
Time ro top up!
@Aki-wq6xh9 күн бұрын
Sorry that people didn’t like this. I do
@martinbrisenonunez20129 күн бұрын
Mañana son los resultados de vale. La moneda este en el aire
@Maas011310 күн бұрын
Thank u for the analysis ❤
@BaldInvestor10 күн бұрын
My pleasure.
@aidamenzel247510 күн бұрын
I'm invested in ARCH
@BaldInvestor10 күн бұрын
Good luck 🤞
@williamo.251910 күн бұрын
Invest in MLP's. It's something everyone needs with a higher dividend.
@KarenleeFitness11 күн бұрын
Well look at the price now for coca-cola it’s 64.77!
@ZakiSalem-zh5gr12 күн бұрын
This did not age well!! Lol
@tomliu635812 күн бұрын
To summarize in two sentences. PE 22 requires its topline growth at least 20%, will it do that? SWRAY is valuated as a Coca Cola distributor with 4.56% in dividend, PE 3.48 implies market extreme bias to its 15% real growth. Assign zero value for its 49% of Cathy Pacific Airline, health care, and others. You just shake your head. Why and how they valuate a stock properly.
@DiamondMind94912 күн бұрын
they are still a moat company and this is I think a legendary investment opportunity.
@jwa737811 күн бұрын
What is your thesis?
@Steelersfootball458 күн бұрын
I hope so I bought some at 260
@RodSerling-y6pКүн бұрын
@@jwa7378 Good question. Id say it's the same thesis that $MCD is a brand moat company. A lot of hamburger stores, but there's only one McDonalds.
@edboss3621 сағат бұрын
Their clothes are overpriced who’s buying that
@pfuiteufel138513 күн бұрын
Thanks for the review. What about rising retail theft; aren't they affected by that too?
@starnightstarlight13 күн бұрын
it still has alot of space to expand in the global region.