Nike。Nike最疯狂的地方,最疯狂的地方,各位,好吧,显然这个仓位表现糟透了。没有别的说法。没有别的说法。我们把煎饼直接翻到了地上。但最疯狂的是,就Nike这个情况而言,我对Nike的信心一点都没丢。
我对我最初开始买入这只股票时一样有信心。这相当罕见。我会说,当你一个仓位亏了这么多,你却说我没丢信心,这相当罕见,因为通常我一只股票亏很多时,比如说跌了30%以上,开始丢点信心是很自然的,会想哎呀,好吧,也许,也许哪里出问题了。
我对Nike一点信心都没丢,这是整件事最疯狂的部分,所以我们会看看会发生什么,但Nike,我没有,我无意卖出Nike,是的,我依然和以往一样有信心。就是很奇怪。非常奇怪,但这就是我真实的感受。
Nike. Um, the crazy thing about Nike, you know, the crazy thing, guys, okay, obviously the position's done awful. There's no other way to put it, man. There's no other way to put it.
We got the flapjacks flipped right on the floor. But the craziest thing is in regards to this Nike situation, I have lost zero conviction in Nike. Like, I'm as I have as much conviction in that stock as I did when I first started buying the stock.
And so, that's pretty rare. I will say it's pretty rare when you could be down this much on a position and you're like I have lost no because usually when I go down big on a stock I you know when it like if you go down like 30% plus let's call it it's kind of natural to start losing some conviction be like oh shoot okay maybe maybe maybe something's going I've lost no conviction Nike that's the craziest part of this whole situation so we'll see what happens but um Nike I haven't I have no intention to sell Nike uh you know yeah I'm still as confident as I've ever been.
It's just weird. It's very weird but that's how I truly feel.