耐克在600-700亿美元市值时是有价值的投资机会，具有安全边际；明智交易可获利。
逐段跳播
然后是“Nike”公司。我们已经讨论过它现在看起来像一个有价值的投资机会，好像已经触底了。一家价值600亿或700亿美元的公司，Nike不可能更便宜了。
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 .
所以，也许Nike会赶上。“Nike”，那里也是同样的故事。他们有物流服务，他们有仓库。非常有趣的情况。但是，对我来说，这绝对是疯狂的。另一方面，有良好的股息支付和股票回购。等等，利用波动。
如果你买入，总是准备好买入更多。当价格上涨时，减少你的持股。这里有一个有趣的“Nike”积极赌注，我认为如果你玩得聪明，你可以从中赚一些钱。
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在估值600亿时可能非常有趣。有人需要700亿、800亿或900亿才能把它变成一家私人公司。私募股权公司没有这种钱。也许如果价格再跌一点，一些集团可能会收购它。因此，可能存在安全边际。
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.
这个频道对 $NKE 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 2 条判断，这里只列相邻的几条。