· 个股论点
涉及标的： $NKE
$NKE 是个很好的例子，说明要相信你在现实生活中的直觉。 - 如果你发现大家都在穿 Oncloud / New Balance，而不是 Nike - 如果你发现大家都穿 Vuori 或 Lululemon 的短裤，而不是 Nike - 甚至休闲 / 运动服都去买优衣库 / GU，而不是 Nike 那你在本地 Walmart 或 Ross 折扣店里唯一还能看到 Nike 的地方，大概就只有那儿了。 Nike 明显已经失去了它的“酷感”，而当股价是 26 倍前瞻市盈率时，也许市场上还有更好的多头。
$NKE is a good lesson to trust your real life instincts. - If you see everyone wearing Oncloud / new balance shoes instead of Nike - You see everyone wearing vuori or lululemon shorts instead of Nike - Even Uniqlo / GU for casual/athletic wear instead of Nike Then the only place you see Nike are at your local Walmart or Ross discount stores. Nike has definitely lost its “cool factor” and when the stock is at 26 fwd p/e, maybe there’s better longs out there.