“Dying Business or Generational Opportunity? Nike's Collapse Explained.”
Speaker avoids owning NKE due to high risk and eroding brand moat.
Nike stock has fallen so much since 2022 that it was kicked out of the S&P 500 in September of 2026. This is an iconic company that has showered investor with great returns in the capital return phase for decades.
And it's not like people stop wearing sneakers. So, what happened? And is this a generational buying opportunity for investors? I've been analyzing stocks like Nike for more than 20 years.
And in this video, I'll tell you the three big reasons why the stock is down so much and whether I think this is a broken company or a massive buying opportunity.