$NKE

Nike is a valuable investment opportunity at $60-70 billion with a margin of safety; smart trading can yield profits.

Bullish
“5 Interesting Value Bets From Investing Quadrant”
Value Investing with Sven Carlin, Ph.D.Published Sep 3 · 3 passages

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Then we have the company " Nike". We have discussed how it now looks like a valuable investment opportunity, as if it has hit rock bottom . A company worth $60 or $70 billion, Nike couldn't get any cheaper .

So, perhaps Nike will catch up. " Nike," the same story there. They have logistics services, and they have warehouses. Very interesting situations. But, for me, this is absolutely crazy.

On the other hand, there are good dividend payouts and share buybacks. Wait, take advantage of the fluctuations. If you buy, always be prepared to buy more. When the price rises, reduce your stake.

An interesting positive bet on "Nike" here, which I think you can make some money from if you play smart.

Nike might be very interesting when valued at 60 billion. Someone would need 70, 80 or 90 billion to turn it into a private company. Private equity firms do not have this type of money.

Perhaps if the price drops a little, some groups might acquire it. Therefore, there may be a margin of safety.

What this channel has said about $NKE

Value Investing with Sven Carlin, Ph.D. has 3 calls on this stock; only the adjacent ones are shown.

2026-09-04
We recently discussed the sportswear industry, looked at Nike, Lululemon, and On, and concluded that ultimately it comes down to customer preferences first, what will be popular that year, what will grow, and what won't grow, and that's very, very difficult to predict. Something is popular one year, and something else the next year.
Quote at 00:51 ›
2026-09-03BullishThis one
Then we have the company " Nike". We have discussed how it now looks like a valuable investment opportunity, as if it has hit rock bottom . A company worth $60 or $70 billion, Nike couldn't get any cheaper .
2026-08-28
We discussed Nike.
Quote at 00:11 ›
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