$NKE got absolutely rekt.
Delisted from S&P 100. $200B market cap evaporated. Down 80% in 5 years.
The question: is Nike cooked forever or is this the blood-in-the-streets buy of the decade?
Brand still has global reach. But execution has been dogshit. Competition eating their lunch. Management asleep at the wheel.
Generational opportunity or value trap? You decide.
Delisted from S&P 100. $200B market cap evaporated. Down 80% in 5 years.
The question: is Nike cooked forever or is this the blood-in-the-streets buy of the decade?
Brand still has global reach. But execution has been dogshit. Competition eating their lunch. Management asleep at the wheel.
Generational opportunity or value trap? You decide.
