Nike stock Analysis! Generational Buying Opportunity?

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  • เผยแพร่เมื่อ 9 ก.ค. 2024
  • Friends! In this video, I'm going to do a Nike stock analysis and talk about the risks and upside potential of NKE stock
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ความคิดเห็น • 90

  • @thepatientinvestor9580
    @thepatientinvestor9580  18 วันที่ผ่านมา +2

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  • @michaelaugustynik
    @michaelaugustynik 18 วันที่ผ่านมา +15

    LVMH. Please do a Video about LVMH

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    @Theodore454 18 วันที่ผ่านมา +93

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  • @anderson6379
    @anderson6379 16 วันที่ผ่านมา

    Thanks for covering. Appreciate it

  • @TheEcaporaso
    @TheEcaporaso 18 วันที่ผ่านมา +1

    Great video & sober analysis - thank you

  • @jorgeb2078
    @jorgeb2078 18 วันที่ผ่านมา +1

    thanks for your video and your honesty 🙂

  • @rj2074
    @rj2074 15 วันที่ผ่านมา

    Thanks for expressing your opinion! Cheers

  • @jirojiro1029
    @jirojiro1029 18 วันที่ผ่านมา

    Thank you for the analysis. I have a suggestion for a video: all the popular consumer stocks have recently crashed, like Nike, LULU, CELH, SBUX, EL, etc. maybe you could compare them and ask which of these dips provide the best buying opportunity. Thanks!!

  • @Ryane994
    @Ryane994 18 วันที่ผ่านมา

    Appreciate your time to make the video, I hold a few shares at average of $76 so not in too deep, hopefully will rise again in time 🤞🔮 thank you

  • @cccccuy
    @cccccuy 18 วันที่ผ่านมา +1

    lvmh has a 25% tax witholding, plus I pay an additional tax at home since it is impossible to apply tax treaty in practice. For Nke I pay 10% vs 33% for lvmh, so foregive me for picking Nke.

  • @johnmcquaid7524
    @johnmcquaid7524 17 วันที่ผ่านมา

    Awesome commentary!

  • @ytofjt7823
    @ytofjt7823 18 วันที่ผ่านมา

    As of today, I do have a question: what would you buy between Visa, LVMH and MCD. I did some numbers today and for me the winner was MCD, although it wasn't winning on every metric, so I would love to know your opinion. Thanks in advance as always!!

  • @davidmcquaid7862
    @davidmcquaid7862 18 วันที่ผ่านมา +1

    I’ve been long Crocs since it hit $80 and am staying long this stock. More growth at half the price ~ that simple

  • @JacksonDiVincenzo
    @JacksonDiVincenzo 18 วันที่ผ่านมา +2

    Love your content, thank you for making these videos

  • @jus-tinkin
    @jus-tinkin 18 วันที่ผ่านมา +1

    Please value monster beverage and Celsius.

  • @dianaziegler1485
    @dianaziegler1485 18 วันที่ผ่านมา

    What do you think of Crox?

  • @eggshellskullrule7971
    @eggshellskullrule7971 18 วันที่ผ่านมา

    Look at yesterday’s Nike share price. It was rising after a dip in the middle of the day when it ran a wide U curve across.

  • @jeeeeeb
    @jeeeeeb 12 วันที่ผ่านมา

    Appreciate it

  • @Raventerp01
    @Raventerp01 18 วันที่ผ่านมา

    After seeing the WSJ youtube video yesterday about Chinese competition for American brands like Nike, I'm not interested in this unless it gets sold off even harder. Appreciate the caution you've espoused on this one.

  • @RoTelnCheese
    @RoTelnCheese 18 วันที่ผ่านมา +3

    Nike is going to $100 again one day. Maybe takes 5-10 years but this company is one of the strongest brands out there. Just a bump on the road

    • @thepatientinvestor9580
      @thepatientinvestor9580  18 วันที่ผ่านมา +1

      @@RoTelnCheese thats imminent, investing is all about relative opportunities

    • @Divide_et_lmpera
      @Divide_et_lmpera 18 วันที่ผ่านมา

      @@thepatientinvestor9580 Can you do a video about Aston Martin? 🙂

    • @RoTelnCheese
      @RoTelnCheese 18 วันที่ผ่านมา

      @@thepatientinvestor9580 yes I understand there is opportunity cost but can you name many brands with a stronger moat than Nike? There’s very little chance they’ll ever lose leader position to a competitor. It’s only risk is the short term stock price, but that can also bring a good long term buying opportunity at a relatively low risk.

    • @tristategaragedoorservices3382
      @tristategaragedoorservices3382 18 วันที่ผ่านมา +1

      5-10 years 🤣 dude Nike will be at $200ish winthin 5 -10 years

    • @RoTelnCheese
      @RoTelnCheese 16 วันที่ผ่านมา

      @@tristategaragedoorservices3382 based on what?

  • @augustoliver2779
    @augustoliver2779 18 วันที่ผ่านมา +4

    The more people sell, the cheaper it’ll get. I’m hoping the sell off continues. Nike is a company that will be around for a long time especially when they get rid of their CEO and CFO.

  • @Ants_of_the_sky282
    @Ants_of_the_sky282 18 วันที่ผ่านมา +3

    I am personally more intrested in LULU, even though I hate the fashion sector, they are both valued at almost the same level while LULU revenue is growing double digits and FCF at faster rates and LULU is trading at less than 20x P/FCF, which makes this very intresting. I do think Nike could be a good buy if the stock suffers more. I understand when people think LULU will end up like UA, however, I personally dont think that will happen cause UA basically destroyed their own business due to them thinking that they could directly compete with Nike on everything especially on Nike legacy product like the Jordan brand.

  • @user-fc9zi8rt6l
    @user-fc9zi8rt6l 18 วันที่ผ่านมา

    Please analyze TGT.

  • @tianminggoh3229
    @tianminggoh3229 17 วันที่ผ่านมา +2

    Please do a new video about Palantir! 🙏🏻 thankssss

  • @paolo3349
    @paolo3349 16 วันที่ผ่านมา +1

    Those who live near Portland know that Nike is not a fashion company, its an engineering company. Their corporate campus is full of labs where sportswear is engineered to best match the human body. I doubt that any of their competitors put that into their products.

    • @baarbacoa
      @baarbacoa 14 วันที่ผ่านมา

      They aren't selling engineering support. The engineers are supporting the development of consumer products.

  • @erikm9768
    @erikm9768 18 วันที่ผ่านมา +1

    Why why why would it be a generational buy if its priced at fair value? Maybe 40 or something would be a generational buy

  • @thenikhilnain
    @thenikhilnain 17 วันที่ผ่านมา

    Hey, do you need any help in your video editing or thumbnails, if so we are happy to help

  • @camacho_67
    @camacho_67 18 วันที่ผ่านมา

    Apple at 34 pe with no revenue, your thoughts? For me we are reaching peak AI euphoria but who know it could go much higher.

    • @camacho_67
      @camacho_67 18 วันที่ผ่านมา

      Revenue growth

    • @thepatientinvestor9580
      @thepatientinvestor9580  18 วันที่ผ่านมา +1

      @@camacho_67 it's been overvalued for a long time, I have no thoughts

  • @eskeglud4790
    @eskeglud4790 16 วันที่ผ่านมา

    How many generational buying opportunities do you find every month?

  • @niceguy7707
    @niceguy7707 18 วันที่ผ่านมา

    i thought nike wasnt only one brand like you said? jordan, converse and hurley are also by nike afaik

  • @mrandrewwong1712
    @mrandrewwong1712 18 วันที่ผ่านมา

    they need to sell Converse then numbers will be more favourable

  • @druvaciam5407
    @druvaciam5407 18 วันที่ผ่านมา +3

    Thanks to NVDA all other stocks are becoming really cheap. Would not surprise to see NKE and SBUX at 15 pe or even lower. No growers deserve valuation in 10-15 pe range depending on margins.

    • @thepatientinvestor9580
      @thepatientinvestor9580  18 วันที่ผ่านมา +1

      @@druvaciam5407 as bearish as i am I would be surprised

    • @1m2ogaming
      @1m2ogaming 18 วันที่ผ่านมา

      ​@thepatientinvestor9580 Isn't $PM trading at similar level being less cyclical and not declining?

  • @bajablaster1
    @bajablaster1 17 วันที่ผ่านมา

    We should all get rich on $ PLUG instead

  • @user-wh3hr3oz6l
    @user-wh3hr3oz6l 18 วันที่ผ่านมา

    90 + in the next 6 months

  • @tt095
    @tt095 12 วันที่ผ่านมา

    Nike doesn't have much brand loyalty anymore, thus no moat.

  • @jeremynewell9903
    @jeremynewell9903 18 วันที่ผ่านมา

    I was talking with my wife the other day about shoes. I haven't bought Nikes since highschool ( over 20 years ago ).

    • @loh1870
      @loh1870 18 วันที่ผ่านมา

      Your not even real

  • @Steelersfootball45
    @Steelersfootball45 10 วันที่ผ่านมา

    Long NKE

  • @mertie-l2f
    @mertie-l2f 15 วันที่ผ่านมา

    As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

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      @Daneilchirs 15 วันที่ผ่านมา

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      @shizue-w7n 15 วันที่ผ่านมา

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  • @realbusines
    @realbusines 18 วันที่ผ่านมา +1

    Nike to the moon 🚀🚀🚀🚀

  • @tommythompson8924
    @tommythompson8924 18 วันที่ผ่านมา +5

    I’m not typically someone to shit on a stock when it goes down, but nobody wears nike anymore… that’s the reason I’m not buying the dip.

    • @bjehhie
      @bjehhie 18 วันที่ผ่านมา +5

      Well, depends were you live, what you're saying is a subjective assumption.

    • @geofflovelace8674
      @geofflovelace8674 18 วันที่ผ่านมา +6

      Was just at a gym in Austria and a couple girls were dressed head to toe in Nike including water bottle and cap 🧢

    • @adamc8957
      @adamc8957 18 วันที่ผ่านมา +7

      Seeing how I have 50 Nike shoes I bought in the last year. People are def wearing Nike

    • @askaneconomist8265
      @askaneconomist8265 18 วันที่ผ่านมา

      Yea you go to an outlet in Florida it is by far the busiest store. Has 33% market share. Saying Nike is dead is silly. 1 out of all 3 shoes sold in the US is Nike. ​@@adamc8957

    • @loh1870
      @loh1870 18 วันที่ผ่านมา +2

      I'm not buying because they are profitable ..nobody likes profits

  • @TheSykashani
    @TheSykashani 18 วันที่ผ่านมา +3

    you talk almost ten minutes AND HUNDRED TIMES sed MAYBE .make your mind , yes or no

    • @providencez9496
      @providencez9496 18 วันที่ผ่านมา

      You sir, have poor understanding. He said at this price is attractive and good price to buy but be aware of the risk. For himself, he sees better opportunities elsewhere and gave u LVMH as an example. Why don't you just use your money on casino. You seems to not know shit lol

    • @thepatientinvestor9580
      @thepatientinvestor9580  18 วันที่ผ่านมา +9

      @@TheSykashani very funny , I gave you my valuation model and it shows that nike is a double in 5 years, and I told you it could be different because of lower sales, and I told you I'm not buying it, you make your own decision

  • @TheSykashani
    @TheSykashani 18 วันที่ผ่านมา +1

    unsbscribing

    • @thepatientinvestor9580
      @thepatientinvestor9580  18 วันที่ผ่านมา +7

      @@TheSykashani I'm honored

    • @Alexruizm3012
      @Alexruizm3012 18 วันที่ผ่านมา

      Wop wop boo boo 😂

    • @RoTelnCheese
      @RoTelnCheese 18 วันที่ผ่านมา

      Don’t leave please. He’s a good guy, be patient like him

    • @thepatientinvestor9580
      @thepatientinvestor9580  18 วันที่ผ่านมา +9

      @@RoTelnCheese I want him to leave, I don't like ungrateful people to follow me, read his other comment lol