Ayumi (@NotFromLondon) en getquin

Thoughts after one or maybe two glasses of wine 🍷 to my last post.

It's about Nike again $NKE (+0,03 %) ..

You know, I love shoes and I'm always amazed by Nike! 🏃‍♀️👟 The brand is so present, be it in sports or fashion, and has been for so long. Because I don't just wear their sneakers myself, but also see them everywhere around me, I quickly snapped them up after the last sale, a little too hastily and early it seems.

But Nike isn't just any old brand of sports shoes, is it? They have managed to combine sport and lifestyle in such a way that their products mean something special to many generations. Whether it's the classic Air Jordans, the super-stylish Air Force 1 or the trendy Dunks, you see them everywhere. Whether with friends, colleagues or on the streets of the city. And let's be honest, how often do we see these shoes on Instagram, Netflix or TikTok? 😄

What I particularly love about Nike is how they constantly reinvent themselves. Not only do they develop ingenious technologies such as their Air cushioning (which is never actually talked about in detail in adverts, but only a "feeling" is actually conveyed - which has almost become standard in the advertising industry, don't you think?), but they also manage to keep designs so cool and timeless that you almost think: "A good pair of Nikes always fits!" 💖 That's what makes them so strong as a company. They appeal to athletes as well as fashion fans and that's just brilliant.

But as an investor in the share, it's not always easy. Especially now that the share price has fallen, I sometimes think: "Oh dear, was that really the right decision?" 😅 But then I remember why I invested: Nike is a brand that has been relevant for decades, is constantly evolving and inspires so many people around the world. In the long term, I simply have confidence that they will grow again.

And then there's the fact that I just love sneakers. Do you know how much fun it is to get a new pair out of the box? 🥰 A well-made pair of shoes can make such a difference - whether it's for comfort, style or just the good feeling of wearing something high quality. That's why I think Nike is not only a great company, but also conveys a certain attitude towards life. (I think I already mentioned this above 🙈 I'm starting to repeat myself)

I think investments like this are often about staying calm and seeing the big picture. Sure, the fluctuations can sometimes unsettle you, but if you're convinced, it helps to stay patient. And let's be honest: who doesn't love the combination of cool shoes and a strong company behind them? 😍

I've rambled on a bit too much today, I'm actually almost sorry to post something that doesn't have as much depth to it as some of the other posts here. But getquin apparently wants us to type 500 words and maybe it's not just me who enjoys reading through long, personal (light) opinions, in any case I've survived the last few years well on the stock market and I've also done best in life with simple thoughts and decisions that are as uncomplicated as possible. 💁🏽‍♀️

Now it's time for me to go to bed...

A. 🍷

Robinhodl@Robinhodl

For me, Nike is more than just a brand - it's a culture, an identity. That can only be judged from the gut. Especially if you're in the basketball/hip-hop bubble. I almost exclusively wear Jordan/Nike sneakers in everyday life and almost only Puma and Jordan/Nike when it comes to sportswear. As I do a lot of sport, half of my closet is made up of them.

The problem that always put me off buying the share was the sometimes astronomical valuation, especially during the coronavirus hype. At the moment, I don't necessarily see the share as cheap, but at least it is fairly valued. I think the new management is fundamentally very positive, as the focus is once again more on the brand and less on D2C. However, a large number of sneaker drops are planned for the coming period, which could potentially lead to a flood of supply.

The issue of replication is also not ideal, as the acceptance of fakes is perceived to be very high - understandably so, as the imitations are now of extremely high quality. The reseller market, especially platforms such as StockX, has lost trust. Personally, I wouldn't buy expensive high-end sneakers there.

I currently have a 0.25% weighting in Nike in my portfolio and I got in immediately after the management change. I am currently down 1%, but plan to add more if the new management performs well, consumer purchasing power increases and the general trend becomes positive. However, I don't want to go over 1% weighting in the liquid overall portfolio.

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Tobi60@Tobi60

Mh aren't you both too emotionally attached to a share? That sounds more like a love story than investing.
PS: I would never buy Nike shoes 😅. I only have NewBalance and Reeboks 🔥

Ver todas las 5 respuestas adicionales

Schweizer_Investor@Alumdria

I also love Nike sneakers and hold shares in the brand. Nevertheless, you shouldn't lose sight of the fundamentals. If the company is making less and less sales and profits, and the free cash flow is even falling, it is slowly becoming dangerous. My Nestlé share has also been on a downward trend for a very long time. Fortunately I only have 1 of them. I don't know whether I will add to it.