4D·

In view of the current, in my opinion, very strange market situation, I have now $NKE (+0.19%) bought some more.

I'm not quite keeping up with the market yet, but I'm convinced that Nike will make good meters in the coming months.

I think the upcoming partnership with the Dfb shows once again that Adidas or Puma, for example, are no longer serious competitors.

Are you also convinced by Nike and have you invested?


VG 🦆

15.11
Nike logo
Bought x16 at €73.75
€1,180.00
22
6 Comments

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Apart from the fact that it was a stupid decision by the DFB, it's a steep thesis that Adidas is no longer a competitor 😅
(Even if I would opt for nike due to the div. growth)
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I also believe in a turnaround at Nike.🙌🏽
Compared to the other manufacturers, Nike produces mainly outside America as far as I know. That's why there's still uncertainty about Trump's tariffs. Nike would be hit much harder than Lulu, for example.

But also worth mentioning:
1. Nike is increasing its dividend by 8%🤑
2. activist investor Bill Ackmann increased his position more than fivefold in the last quarter. Bill Ackmann's portfolio is very concentrated anyway, which is actually a good sign🧐🧐
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Good luck! I put my chips on $LULU, where I personally see much more growth than in the "traditional" stocks you mentioned.
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I am buying $NKE, $PFE and $INTC for the same reason, I think they are premium companies that are going through temporary problems.
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