Value Investing with Sven Carlin, Ph.D. 对 $NKE 的判断变化

2026-09-04
Lululemon Stock Must be a BUY TODAY!!!
耐克目前价格便宜;但由于时尚趋势波动,价格可能进一步下跌。

我们最近讨论了运动服装行业,研究了耐克、Lululemon和On,并得出结论:最终一切都归结于客户偏好,当年什么会流行,什么会增长,什么不会增长,这非常非常难以预测。某一年某样东西流行,第二年又是另一样东西。

We recently discussed the sportswear industry, looked at Nike, Lululemon, and On, and concluded that ultimately it comes down to customer preferences first, what will be popular that year, what will grow, and what won't grow, and that's very, very difficult to predict. Something is popular one year, and something else the next year.

问题是,人们买入那些受欢迎的股票,然后当趋势改变时,他们对耐克下跌75%或Lululemon下跌80%感到惊讶。

The problem is that people buy those popular stocks, and then they are surprised when stocks like Nike drop by 75% or Lululemon by 80% when the trend changes.

2026-09-03看涨
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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。

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。

2026-08-28
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