In this post, Capitalist Letters and & My Weekly Stock collaborate to make a strong bear case on Nike.
Thanks for your overview. I prefer $LULU at the moment, added some more positions. Wrote an analysis on them recently - https://longtermpick.com/p/lululemon-analysis
Same here. I prefer Lululemon!
Very good write up. Simple easy to understand how you went about analyzing the company. Great
What a great collaboration 👌 love it
Thank you so much!
Thank you!!
I need NKE to build a bottom and then institutional accumulation combined with professional setups. That will be a strong incentive to take a close look at the company's fundamentals.
Yes and I also want to see strong top line growth. Without that it’s only like squeezing a lemon for me even if it delivers earnings growth.
I'm just reading this now. Good call on Nike. What do you think of it after the recent decline?
Thanks for your overview. I prefer $LULU at the moment, added some more positions. Wrote an analysis on them recently - https://longtermpick.com/p/lululemon-analysis
Same here. I prefer Lululemon!
Very good write up. Simple easy to understand how you went about analyzing the company. Great
What a great collaboration 👌 love it
Thank you so much!
Thank you!!
I need NKE to build a bottom and then institutional accumulation combined with professional setups. That will be a strong incentive to take a close look at the company's fundamentals.
Yes and I also want to see strong top line growth. Without that it’s only like squeezing a lemon for me even if it delivers earnings growth.
I'm just reading this now. Good call on Nike. What do you think of it after the recent decline?