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u/JB_Scoot
Reddit r/stocks
Винрейт
100.0%
доходность
+3.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Шорт
25 авг
$39.58
+3.6%
Nike’s free cash flow did not cover dividends for the first time, and the stock is at a 12-year low with continued downside pressure. If this cash-flow deterioration signals structural decline like past retail giants, the market may keep repricing Nike lower. Bearish watch/short based on the author’s collapse analogy and FCF/dividend red flag. Nike remains highly profitable, has strong brand power, and is not a private-equity-gutted retailer; a successful turnaround could invalidate the bear case.
Nike’s free cash flow did not cover dividends for the first time, and the stock is at a 12-year low with continued downside pressure. If this cash-flow deterioration signals structural decline like past retail giants, the market may keep repricing Nike lower. Bearish watch/short based on the author’s collapse analogy and FCF/dividend red flag. Nike remains highly profitable, has strong brand power, and is not a private-equity-gutted retailer; a successful turnaround could invalidate the bear case.
Ритейл и мобильность
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/JB_Scoot на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: NKE.
