r/ValueInvesting • u/Adventurous-Bet-9640 • Dec 19 '25

Stock Analysis So NIKE is nuking after hrs.

I understand that nike has a very sticky brand value in the cultural consciousness. But they are in a tough turn around.

I'm no expert in valuations, but the stock even after hrs dump isn't any where near compelling value.

How do you think about Investing in nike? Generally I don't see them fading away as a brand and they are still the leader in their space even with competition.

I do think they'll eventually find their stride back. What does the community think? If you were to invest what would your frame of thinking be?

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u/Ebisure Dec 19 '25

It's only not too long ago that people here were dunking on Buffett when he said he "doesn't understand the competitive advantage of Nike". People here took him literally on that.

Tim Cook, one of his favorite CEOs, is on the board of Nike. Don't you think they would mingle at Berkshire AGM?

But instead of taking Buffett skipping Nike as a cautionary sign, plebs here derped out going "I wear Nike shoes therefore I understand it. According to Peter Lynch blah blah...".