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1Semana

I'm also struggling with whether I should include Nike in my portfolio - I've been watching the stock more closely for over a year now but don't really dare to open a position, especially since I think I'm currently quite well positioned with my portfolio👀

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Ruben Schoff@Sand

1Semana

@dividenden_herzog I'm glad I dared to go with Adidas back then, Nike will run similarly mmn just too strong a brand even with more competition won't go down

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The W.@thewolfofallstreetz

1Semana

@Sand Was the correction at Adidas $ADS driven by a multiple compression or, as with Nike $NKE, by significantly worse fundamentals? Lululemon $LULU also experienced a quick recovery, but the fundamentals were largely intact, there were only lower multiples on it.

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Ruben Schoff@Sand

1Semana

@thewolfofallstreetz believe me back then there was massive panic at Adidas...bad numbers high valuation then came a CEO change and two shoes became a hit and since then things have been going up. My feeling is that Nike will have one more wash out. I see the bottom in the chart at 50 euros at the latest and from then on a huge upward movement!

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