Thank you for the analysis, but 30% margin of safety on a low volatility and dividend stock like Nike is crazy
@andrewhurley3494 ай бұрын
Great video - would love to see $LULU as well since they have dropped recently as well!
@felipeturbayr4 ай бұрын
Thanks Justin! i must say that you have the best templates out there for valuing companies!
@jakobfreelemba4 ай бұрын
Thank you for all your videos. You are my favorite, and I look forward to all you do!
@j.m0ney1334 ай бұрын
Thank you for the kind works Jakob!
@SuperLari12342 ай бұрын
I’ve sunk about 500-600 hours into analyzing this stock. I’d tend to agree with your valuation. I got the Intrinsic/Fair value at around 95-100$ so i won’t touch it until it hits 50$. I also somehow got information on Phil Town’s Valuation of Nike and he had the fair value at 90$ so he’s willing to buy it at 45. Overall, i’d say we’re all pretty close to what NIKE is actually worth, so yeah, it’s not a buy currently since it’s trading at fair price
@DanielGennaro3 ай бұрын
I’ve lost a lot of money in stock market playing casino buying pot stocks and other dumb stuff. Need to get serious and focus on a few
@hugomeza29104 ай бұрын
Thank you for your work!
@songmin83504 ай бұрын
Enjoyed listening
@DanielGennaro3 ай бұрын
I know teens love wearing Nike still for sure. But does that equate to a worthy stock? I dunno
@tloyou4 ай бұрын
Thank you . Same one with SBUX would be great :)
@j.m0ney1334 ай бұрын
That's a good suggestion
@herokorai83464 ай бұрын
Slightly exuberant assumptions but still within reason. Thank you for the video!
@cookiejar014 ай бұрын
Don't like the big exposure to China. I would only buy with a big margin of safety because of that
@JWSpaceX4 ай бұрын
It's under 15%
@DanielGennaro3 ай бұрын
Def appreciate real in depth analysis tho. So tired of watching these goons like dumb money who never give any solid advice