$67 (in case of super crazy sellers) is more like consensus after all analytic works. Yes they will recover like MCD did with mad cow disease incident. It is one of icon brands of USA. They will figure out the best way to compete.
@loh18702 ай бұрын
Dark pools will eat you alive
@jaybrown87093 ай бұрын
They need need to come out with wider sizes. I am lean, but I am muscular and I haven’t been able to wear Nikes since I was a teenager and I know so many people that can’t wear them because skinny fitting shoes and people aren’t skinny nowadays
@NathanXSavage3 ай бұрын
"Terrible results" Revenue was down just 2% and bottom line was up. Was far from terrible. Big overreaction, massive moat, leader in it's field, competition are miles off anywhere near Nike, similar to Tesla of EV's. Easy buy and hold under $80 imo.
@Divide_et_lmpera3 ай бұрын
Another comment on here is saying they are losing market share.
@NathanXSavage3 ай бұрын
@@Divide_et_lmperaand do you know how many companies have taken market share in the past and then gone bankrupt? Just like the EV space. Also Nike is literally 50% plus ahead in sales from their closest competitor adidas. They’re miles away from all ‘competition’. People also seem to forget everyone is doing bad at the moment, Starbucks, apple, Tesla people are not spending as much because of inflation. Nike has barley been knocked compared to everyone else. Just like every single recession they’ve survived in. Nike will bounce back, i’m confident in that. And it’s a nice dividend payer too. If Nike dips more, great, I’ll DCA down. And hold for 2-3 years. Easy double from here.
@Dr.Dumpnpump3 ай бұрын
What’s their Moat, exactly?
@limitlessmaster6593 ай бұрын
☑️✅✔️@@Dr.Dumpnpump
@Ghjgdsfh7643 ай бұрын
It's assigned a wide economic moat by Morningstar based on intangible asset and pricing power and its return on invested capita of 26% over a 5 year average. Warren Buffett claims that the stock price in the long run will mirror than return on capital.@@Dr.Dumpnpump
@ahmedlazm3 ай бұрын
I think $74.75 that was the bottom. Nike will hit $80 next week
@Viv8ldi3 ай бұрын
🤣
@hi10542 ай бұрын
well im just updating to let you know you're wrong
@harry-zm2vi2 ай бұрын
Still going down this week. You are so wrong
@cakeismtrader42273 ай бұрын
Nike is currently a great buy I’ll for 3-10 years
@zebbie093 ай бұрын
Buy it as a swing trade and sell into earnings next quarter…..
@primeminister78853 ай бұрын
Of course I bought the dip…it’s Nike 💨🚀
@augustoliver27793 ай бұрын
Nike (NKE) presents a compelling investment opportunity. Consider purchasing shares, maintaining your position through market fluctuations, and selling for a potential profit. This is not financial advice.
@ENDLESS1643 ай бұрын
I bought a lot of calls on Friday…. We already up $2 after market :)
@BabyYoda14102 ай бұрын
Daniel is there a way to ask you questions about your premium membership ? Such as which stocks did you historically cover
@garyseeseverything86153 ай бұрын
Clothes has gotten so thin with cheap polyester and easy to rip! Ridiculously cheap quality including tech fleece.
@d9lan152 ай бұрын
It’s cheap
@bennguyen2923Ай бұрын
How about DJT can go up 35$ please let me know thanks
@superbackyardbreeder10843 ай бұрын
I'm for the long run so yah, in 7 yrs. if Nike won't move above $110 then time to give up.
@jungminpark40722 ай бұрын
in 7 yrs, Nike will be far above 150 for sure. Just put money on Nike wait for 1-2 years. Free money is right ahead.
@Tomjones123453 ай бұрын
I'm still new to this so forgive the basic question but in the bear case how does annualized returns of -0.91% returns equate to -23.7% after 5 years?
@unrivaled3 ай бұрын
The -24% return is offset by the potential annual free cash flow
@sanc98082 ай бұрын
I believe what you are missing is the "assumed multiple." Look at the differences there.
@raya4722 ай бұрын
In a nutshell: 1. Not catering to their customers. They make shoes to suit their athletes, not the consumers. 2. Not retroing fan favorites. And if they do, it's not like the original. 3. Not capitalizing on nostalgia. The people between the ages of 41 and 55 were youngsters in nikes golden age of design and innovation. Many of these people love several nike shoes that they didn't get when they were young. Also, many of these people are now parents themselves, which will pass on that love to their kids. 4. Waaaay tooooo expansive. 5. Poor quality and fit. 6. Increased competition. It's not reebok they have to worry about. 7. Too much retros of dunks, Air Force 1s, jordan 1s, etc. 8. Jordan brand sucks. No innovation, no forward thinking designs, and technology. 9. Limited quantities of in demand products.
@RAMZIAARON2 ай бұрын
I stopped buying nike products when I noticed my nike shoes would fall apart faster than My "generic" shoes....why would I pay more just for a swoosh symbol.
@ilovelalakers3 ай бұрын
I resisted the urge to buy at higher levels, but I bought Friday. My strategy is to buy quailty when quality is cheap and diversify. Not sure Nike is quantifiably cheap, but stock is down 55.7% from all-time high, and that's good enough for me.
@hugomeza29103 ай бұрын
Your strategy is basically everyone’s strategy lol
@ilovelalakers3 ай бұрын
@@hugomeza2910 I have in the past overlooked the quality part and paid the price.
@thenikhilnain2 ай бұрын
Hey, do you need any help in your video editing or thumbnails, if so we are happy to help
@Ghjgdsfh7643 ай бұрын
Nike is assigned a wide economic moat. The vast majority of customers arent partisan enough to care about politics when shopping for shoes. Nike has a return on invested capital of 26% average over the last 5 years. They generate a mountain of free cash flow, gross margins improved, they beat on earnings, and they have a 35% share in footwear, its down 0.37%.
@AbadaWeeeeeeee3 ай бұрын
Don’t know anybody over 40 that would even consider Nike shoes at this point
@Nicolas-ir9xy3 ай бұрын
@@AbadaWeeeeeeeeYou'd be wrong in the case of pretty much every developed country outside of the us. I'm not going to wear mocassins to go running outside lmao. Everything else is crap in EU (On shoes, adidas, etc, all pretty meh in my opinion)
@Ghjgdsfh7643 ай бұрын
@@AbadaWeeeeeeee to each his own. I don't include any political ideology in my investing strategy. I'll invest in "woke" businesses, gun manufacturers and both clean and dirty energy if the thesis makes sense. However, people can invest based on their political beliefs like ESG or woke broke stuff.The free market is great anyone can invest however they like.
@AyjayAlleyway2 ай бұрын
Brands like HOKA won’t be popular for long.
@okaylexchannel25193 ай бұрын
Problem with nike. They signed Caitlin Clarke for cheap with millions of fans worldwide then will take a loss by signing Ana wilson. Lol
@loh18702 ай бұрын
Dark pools
@inspiringstocks3 ай бұрын
you still wear shirts while you’re traveling!
@lawrencethomass8163 ай бұрын
Went woke paying the price like Tgt, Dis , Bud , and Sbux
@facadcofac4093 ай бұрын
Without a doubt, they disrespected the flag. I never bought another Nike product.....
@Ghjgdsfh7643 ай бұрын
Most people aren't that political, and those fads last a short amount of time. Target net income rose over 40% from 23 to 24, Starbucks over the last 3 years has seen their revenue grow by 25% (the latest controversy was a pro Palestinian boycott and loss of sales in the Middle East). I think most people especially globally just don't care about politics. Maybe a tiny minority, but most just want sneakers a coffee or a beer.
@lawrencethomass8163 ай бұрын
@@Ghjgdsfh764 not the people I know ! Many people are done with activist companies . We are a no Nike house . And my kids play 5 sports. They will recover but damage has been done . Marvel Disney will print money w non woke Deadpool! But they hurt there brand big time .
@JD830003 ай бұрын
@askaneconomist8265 Yes. It's very difficult to judge how much impact these political issues have. "Go woke go broke" makes a nice story, but it's hard to judge the actual impact. Too many variables. Outside of social media nobody gives an F about this stuff.
@Nicolas-ir9xy3 ай бұрын
Most people outside the US don't care about target, disney, or badweiser especially where I'm from (EU). Starbucks maybe college people but depends on the specific place (not the most popular tbh). Nike on the other hand is used by anyone who has two feet, especially dudes. Nobody gives a crap about US political stuff.
@victorinfo72133 ай бұрын
Buy only Nike 🫶🏼👊🏻👊🏻🙌🏽 great company
@JimMcNutty3 ай бұрын
They are losing market share. Simple as that. Never been more competition for Nike
@AM-lz2jr3 ай бұрын
It won't last
@JD830003 ай бұрын
@@AM-lz2jr Nike won't last, or the competition taking market share won't last?
@Nicolas-ir9xy3 ай бұрын
Where is the basis for that claim? All apparel busineses are doing pretty bad right now.
@valerio7273 ай бұрын
Just do it
@polonaisfacile94992 ай бұрын
Temu shoes are cheaper. Fast fashion is a threat to Nike
@Investorininnovation3 ай бұрын
Respect the dedication. Making content while travelling 🫡
@Rob17rabb2 ай бұрын
Can you evaluate ticker "AI"
@Rob17rabb2 ай бұрын
Or SOUN or LAZR
@bejanghavami55853 ай бұрын
Could you do one on Redfin/Zillow with rumors of interest rates coming down this year?
@unrivaled3 ай бұрын
Good question! Just wrote about Zillow last week in my letter for subscribers at www.unrivaledinvesting.com
@Viv8ldi3 ай бұрын
Why did cvs health dropp again? Something going on in the us?
@unrivaled3 ай бұрын
I wrote about CVS a few months ago and my main conclusion still holds. Subscribers can read it at www.unrivaledinvesting.com
@davidp2523 ай бұрын
Eh.
@fakealias3 ай бұрын
Don't do it
@Divide_et_lmpera3 ай бұрын
Why not?
@Viv8ldi3 ай бұрын
Dropped to 69,50€ today😢
@WanderMindChronicles2 ай бұрын
Average down and buy evenmore
@danielfchen88953 ай бұрын
You'll never get into "deep value" territory with companies like Nike and Starbucks unless we have a complete economic melt down. These companies will always trade at a premium. But to speculate and wait for that time is simply not "smart investing." It's a phenomenal company and an industry leader. Sure it's got competition but it's always a wakeup call for management to step it up. I think you pay attention to what people are wearing today, out of 10 people, only 2 or 3 are really wearing nikes. It's no longer the cool brand. They were way too focused on collectibles and lost sight of their core customers who were their active runners. Personally I wouldn't worry too much and for me, I bought some on Friday. I'm not looking for a quick turnaround but rather my horizon is 3-5 years. Like all apparel/shoe businesses, they have cycles. They ran out of fumes and now deckers and sketchers are the "hip" brands but they'll recover and become "hip" soon too. Just give it some time.
@thethrill28773 ай бұрын
Friends hve stopped buying Nike for lots of reasons but Kapernick is the main reason they stopped.
@AM-lz2jr3 ай бұрын
Nobody cares about that. That's just Internet soldiers
@thethrill28773 ай бұрын
@@AM-lz2jr that an be true but also false lol . I see them wear New Balance and Sketchers
@baffinsansterre3 ай бұрын
Who is the wokiest: Disney or Nike?
@Ghjgdsfh7643 ай бұрын
I think Disney, no doubt.
@tradingfundamentals3 ай бұрын
You made some interesting points Daniel. I still think Nike is cheap from a valuation perspective compared to it's own history. Not to mention they have almost no debt in this high interest rate environment.
@欧阳成-y8c2 ай бұрын
Hello, I really like the content you shared. It is very helpful to traders. May I ask how I can contact you if I want to do business cooperation with you?
@מאור-י1ב3 ай бұрын
revisit zooninfo!!!! you liked it at 45 its now 12
@unrivaled3 ай бұрын
I thought Zoominfo was unrivaled, but never cared for the valuation!
@מאור-י1ב3 ай бұрын
@@unrivaled now it is 1/4 of the price, do you still think it is expensive?