NIKE & ADIDAS STOCK ANALYSES (NKE STOCK, ADS STOCK)

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Nike stock is down 50% since its peak in 2021 while adidas stock is up almost 100% from its bottom not that far ago. Here is a risk and reward analysis for both stocks, NKE stock and ADS stock.

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0:00 NKE Stocks ADS
1:55 NIKE EARNINGS
5:34 Nike Financials
7:14 NKE Stock A Buy
7:51 Adidas
9:56 ADS Stock Valuation
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I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

Daneilchirs
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The problem with Adidas is not enough Eastern Europeans are buying their track suits.

Antares-rtub
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Nestle and Roche are at decade lows of valuation, any thoughts Sven? I think it would make a great video, these are incredible companys!

DiogoRodrigues
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Nike has closed a lot of their physical stores too. There are a lot more shoe companies with better designs. The Nike brand name is still an international brand name and that still has some value.

wawisan
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Great video Sven. Thank you for reading the listening to the comments!

erikm
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Well done Sven! At this point, speaking about 52w low stocks, you could make the third video about UNH! 😉

giuliofioretto
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That Nike report sounded like a lot of ‘air’ 😂. Awesome take, Sven

ljragsandfeathers
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Expected growth EPS next 5Y 13.43%. Doing buybacks and reducing physical stores to reduce costs. Relative high margins and increasing them. 22 consecutive years of increasing dividend payouts. Hillman Value Fund started a position. Me too at this levels.

sebastianhuerta
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"scaling newness and innovation", well you convinced me NIKE ✌let's get those buy orders going

nixielee
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You were right about Nike. Would you buy now?

stuart
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Thank you for another great video Sven. Only channel I watch every video

BD-oxyq
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CFOs keep doing buybacks at 25+ PE ratios.. absolutely madness.

javiervazquez
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Thanks for the analysis Sven! Wish you a great day wearing great shoes. 😁

tsonez
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3 reasons why Nike is buy for me:
1. Comments saying Nike is sht...meaning stock is cheap and nobody likes it now
2. If you check trends of Nike and other brands, Nike is only one that didn't fall during 10y+ period. Trend shows they have brand moat.
3. Relative valuation on Nike, based on history says stock is at fair value.
Seems like Great company at a fair price. 🤔

boratsmagadijev
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Sven, have you considered an analysis of WW? Weight watcher’s price is so much in the dumps, and I am not sure if there is a good technical reason for it or not?

rhinelandattitude
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Deckerd outdoor with its two brands Hoka and UGG has a similar PE ratio as Nike but grows nicely. I prefer them over adidas and nike!

filipspasevski
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Hi there Sven, quality content as usual. I noticed you have been making a lot of contents on British companies, but you have not yet covered Burbbery (LON: BRBY), it's currently 55% down from it's all time high in 2023. Do you think it's a cyclical decline due to economic recession in the UK or is it a fundemental problem for the company?

frankmeng
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Please do one about lululemon, their results are better than Nike and the stock price dropped significantly

tarigmergani
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I never understood the high valuations of the sportswear companys. Most of the rich countries are aging and I don't see senior citizens starting a sports career. Who should buy the expensive shoes in the nursing homes in Japan, Germany and Italy? And will people in developing countries buy shoes with this prices?

gregorsimon
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Sven, the new framework (relative buy, absolute buy and margin of safety buy) it's a great idea! 3 Years Ago i did the Adidas vs Nike Challenge. My thought at the time was than Adidas was way cheaper than Nike. Plus i'm a customer of running shoes and i liked (and still like) Adidas's more than Nike's (Peter Lynch Style). My conclusion was that Adidas stock could be a Buy. But my conclusion was wrong. Adidas was not a buy... the reality was that Nike was overvalued. I don't wanna fall in the "relative buy" trap never again!

davidedeltoro