Email-only thesis · coming soon
Why I just bought Nike
Nike reported earnings on October 1st and completely kitchen-sinked it. A stock that was already beaten up got hit again, and sentiment went from bad to worse. Most people want nothing to do with it right now. I went the other way.
I'm writing up my full $NKE thesis. It's going out by email and I'll send it over when it's done.
Get the thesis by email
Including my entry, my cost basis, and how I'm thinking about the position from here.
This is not financial advice.