The Acquirers Podcast 对 $NKE 的判断变化

2026-09-30
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
尽管近期表现不佳,Nike的品牌仍有价值;若股价跌至足够低位值得评估,但股价进一步下跌和削减股息仍有可能。

我关注的公司之一是Nike,你知道,……沃伦·巴菲特和卢·辛普森之间有一段有据可查的对话,辛普森是Nike最大的粉丝之一,谈到他多么喜欢它、它的生意多么出色。我相信它的股价已从峰值下跌了约80%,而且已经连跌了几周,几乎每天都在创出新低。

所以,这就像一场车祸。我不时查看一下它,看看它处在什么位置。我不知道它会如何从这里复苏,但我认为在某个时点对它进行估值会变得足够有意思。

One of the companies I follow is Nike, which was, you know, ... There is a well-documented conversation between Warren Buffett and Lou Simpson, who was one of the biggest fans of Nike, about how much he liked it and how great its business was.

I believe its stock price has fallen by about 80% from its peak , and it has lost a few weeks, hitting its lowest levels almost daily. So, it was like a car accident. I check on her from time to time to see where she is .

I don't know how she will recover from here, but I think that evaluating her at some point makes it interesting enough.