Thing is, its just the elite and newbies who wear Nike. Core runners wear other brands like hoka, saucony, on, etc. Go to any running club in the world - almost zero nikes.
to me , nike buying back stock now seems like management is smart , they are just constantly buying back instead of at peaks , like some management teams do. so ill give them that , if they return to growing this might have a good return
Thanks for the great analysis as usual! I've got an interesting pick for you. Halliburton for exposition to the energy sector. They're drilling for all the major oil and gas companies. Low PE, low debt, increasing FCF, increasing dividend yield.
Hello Sven, I read your book and i have to say its pretty good. I was wondering when you want to look at the CAPE (Cyclical Adjusted PE) indicator do you calculate it manually or you know of some source where shows it for a given company? Cause i look for it but is nowhere to be found
no source, I just look at the last 10 years if I wish it for company, but it is not really useful for specific stocks as it shows the past, while investing is about the future www.multpl.com/shiller-pe
I don't see why a shoe and sports apparel company should be trading at tech company multiples. 🤷♂️ At a P/E of 15 with current EPS, it's a $50 stock, but it's currently trading at 21 P/E with a forward P/E of 27, so EPS is projected to decline.
"The club didn't mention any figures, but Mundo Deportivo and outlets including Culemania have reported that Barca will receive $1.82 billion (€1.7 billion) from Nike over 14 seasons at an average of around $129.5 million (€121 million) per year." This new sponsorship deal sounds pretty crazy
Hello Sven, informative as always :) Saw your video of Austrian stocks, followed some of the stocks and I've seen AT&S stock is down significantly lately, goldman sachs buying into it, what's going on there? I am seriously thinking on taking a big position in the company since it does seem severly undervalued for a circuit board manufacturer of scale, they have plenty of carrer options available, so i am guessing times are not at all hard, beyond a problem of finding all the right people.
have you considered collaborating with Fastgraphs? Would be a really nice added value to your videos to add one screenshot of fastgraphs of the stock you are talking about ;-)
@@Value-Investing I am sure Chuck would be open for it. There's a lot of Dutch contentmakers using his tool. It is amazing and so is Chuck! Perhaps you could do a Q&A with him and exchange perspectives on value investing? That would be a blast to see you two together ;-)
Hi Swen, thanks for your research. You always make in-depth analysis and good remarks on the stocks. You have a great knowledge of the market. But one thing I don't understand: why do you always pick stocks with low ROE and ROIC? For example, I just bought Hims stock with a current market cap below 5 bln, current earnings 100 mln and next year around 500 mln. Huge growth potential. It is value, and also growth. I made its analysis on my RUclips channel. Also you never tell the ingredients of your own portfolio. Would be interesting to see. Thanks!
As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.
I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.
Factos!!. After experiencing a major portfolio loss in 2020 amid the COVID pandemic while trying to manage my investments on my own, I reached out to an investment advisor. They helped me turn my $420k into a seven-figure portfolio by providing the guidance and strategy I needed. Having that expertise made a significant difference in my investment journey
Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help
ASHLEY GARNER ABBOTT a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
I lost respect for him when covid hit. He shorted the market then went on CNBC and forced some tears to push his narrative. Then promptly bought back in later. He's slippery. Politics fits him. By the way he sold his Netflix position at 225 a share. Few remember that.
Bill Ackman brought long ago when Sven said Nike is not a buy in Apr 6, 2024 expensive bla bla bla all kind of negative🤮, now Sven said is a buy like live time opportunity LOL
where did Sven say that Nike is a great buy? It is 22% down since my April video, but I didn't say it is a livetime opportunity, just a relative buy compared to the market ;-)
just watched the New York Marathon and the top 3 finishers were wearing the new Nike Alpha fly's. Nike is the number 1 brand in running right now
Okay, I will buy a new runner from Nike... 👍
.
@@jonnes__4657please do
Thing is, its just the elite and newbies who wear Nike. Core runners wear other brands like hoka, saucony, on, etc. Go to any running club in the world - almost zero nikes.
@@benmac6334A few years ago i would agree but Nike runners have become very popular with runners in recent years.
to me , nike buying back stock now seems like management is smart , they are just constantly buying back instead of at peaks , like some management teams do. so ill give them that , if they return to growing this might have a good return
Great report, Sven. Thank you, Sir. I hold Nike. Down about 20%. C'est la vie... I will hold it despite knowing it's dead money for ~4 quarters.
Same as me...
I buy some at 73 usd but it’s not so cheap. Maybe if new ceo do good Job and growth. I Hope it Drops at 68 or lower
Next one, Brookfield corp ?, An another big buy from Ackman and a great company
Thanks for the great analysis as usual! I've got an interesting pick for you. Halliburton for exposition to the energy sector. They're drilling for all the major oil and gas companies. Low PE, low debt, increasing FCF, increasing dividend yield.
I like the TIKR spreadsheet! More tools really increase the value of the video
Hey Sven would love to know your thoughts on Rubis at current price and how you see the current and upcoming risks
Hello Sven,
I read your book and i have to say its pretty good. I was wondering when you want to look at the CAPE (Cyclical Adjusted PE) indicator do you calculate it manually or you know of some source where shows it for a given company? Cause i look for it but is nowhere to be found
no source, I just look at the last 10 years if I wish it for company, but it is not really useful for specific stocks as it shows the past, while investing is about the future www.multpl.com/shiller-pe
Conagra looks quite interesting at the moment, maybe have a look at it, Sven?
The decline in the popularity of the NBA could spell trouble for Nike.
I don't see why a shoe and sports apparel company should be trading at tech company multiples. 🤷♂️
At a P/E of 15 with current EPS, it's a $50 stock, but it's currently trading at 21 P/E with a forward P/E of 27, so EPS is projected to decline.
"The club didn't mention any figures, but Mundo Deportivo and outlets including Culemania have reported that Barca will receive $1.82 billion (€1.7 billion) from Nike over 14 seasons at an average of around $129.5 million (€121 million) per year."
This new sponsorship deal sounds pretty crazy
It's worth to put it on the watchlist Sven.. but without earnings guidance i'm not touching it, unless it goes 10% under the summer lows...
I don’t understand what are the differences between a Nike tshort and other non-brand tshort. But the price is much expensive
What do you think about Danish shipping company TORM plc (TRMD), at 2,91 PE now
Could do do LVMH pls - looking interesting here!
here you go: ruclips.net/video/v0q9xaUre_w/видео.html
There is no margin of safety here, because intrinsic value fcf is @$35 per share...
Hello Sven, informative as always :) Saw your video of Austrian stocks, followed some of the stocks and I've seen AT&S stock is down significantly lately, goldman sachs buying into it, what's going on there? I am seriously thinking on taking a big position in the company since it does seem severly undervalued for a circuit board manufacturer of scale, they have plenty of carrer options available, so i am guessing times are not at all hard, beyond a problem of finding all the right people.
Sachs is not buying, he is selling AT&S
It is strange. AT&S was shorted but recently the short positions were reduced. Still the stock went down double digits.
have you considered collaborating with Fastgraphs? Would be a really nice added value to your videos to add one screenshot of fastgraphs of the stock you are talking about ;-)
I spoke with Chuck a while ago, but then we somehow got lost...
@@Value-Investing I am sure Chuck would be open for it. There's a lot of Dutch contentmakers using his tool. It is amazing and so is Chuck! Perhaps you could do a Q&A with him and exchange perspectives on value investing? That would be a blast to see you two together ;-)
Hi Swen, thanks for your research. You always make in-depth analysis and good remarks on the stocks. You have a great knowledge of the market. But one thing I don't understand: why do you always pick stocks with low ROE and ROIC? For example, I just bought Hims stock with a current market cap below 5 bln, current earnings 100 mln and next year around 500 mln. Huge growth potential. It is value, and also growth. I made its analysis on my RUclips channel. Also you never tell the ingredients of your own portfolio. Would be interesting to see. Thanks!
Thank you Sven!
A fair price at a 22 PE?
As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.
I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.
Factos!!. After experiencing a major portfolio loss in 2020 amid the COVID pandemic while trying to manage my investments on my own, I reached out to an investment advisor. They helped me turn my $420k into a seven-figure portfolio by providing the guidance and strategy I needed. Having that expertise made a significant difference in my investment journey
Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help
ASHLEY GARNER ABBOTT a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
Marketing overpriced apparel to poorer segments of society seems to have some risk when the poor are getting squeezed.
U would think so. But poor people would rather look rich than eat sometimes.
I don't see nikes at runclubs. Nobody uses them. Still not competitive in the market.
🗽NKE: The management seems to be weak. 🤔 They have a great brand.
.
Can you cover JDE peets?
Sport shoes? Onon my friends.
:-)
I would like some research on Peloton stock.
Is it a value investment?
haven't been following, but if they can turn the ship around!!
Didnt Buffett say he would never buy a shoe business?
Not just shoes they have clothing to which is almost as popular
Nike is always a strong brand IMO
Ah yes another company that can get serious issue from trump tariff 😂
I lost respect for him when covid hit. He shorted the market then went on CNBC and forced some tears to push his narrative. Then promptly bought back in later. He's slippery. Politics fits him. By the way he sold his Netflix position at 225 a share. Few remember that.
yes, he has his ups and downs!
Morningstar has a boner for NKE as well.
hahaha
Good numbers but because of their wokeness I can't invest. Plenty of other fish in the sea.
thanks for sharing!
Target looks interesting
Bill Ackman brought long ago when Sven said Nike is not a buy in Apr 6, 2024 expensive bla bla bla all kind of negative🤮, now Sven said is a buy like live time opportunity LOL
where did Sven say that Nike is a great buy? It is 22% down since my April video, but I didn't say it is a livetime opportunity, just a relative buy compared to the market ;-)
J'ai regardé cette vidéo au travail et maintenant mes collègues rient aussi. Une bonne façon de remonter le moral au bureau🐱
Die Leidenschaft, mit der jeder seinen Standpunkt vertritt, ist bewundernswert. Es ist klar, dass dieses Thema uns alle tief berührt.🌺