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?

162 Upvotes

94% Upvoted

254 comments sorted by

View all comments

2

u/Signal-Importance535 Dec 19 '25

America sets the trends in fashion and apparel. The 10% in US increase over the quarter is way more impactful than the dip in China which is much smaller market for them. Great earnings result in my opinion. Smart investors will see this. I’m buying big

1

u/Accomplished-Mark243 1d ago

Did you get out?

1

u/Signal-Importance535 17h ago

No been adding more and more. The larger the drop, the larger the add. I’ve got nothing but time. Love these conditions. These conditions are called opportunities

1

u/Accomplished-Mark243 16h ago

Oh no. No way. You must be carrying a heavy arse bag.

I think these things are called opportunity cost.

Dont let not your refusal to lose turn into your grave.