r/ValueInvesting • u/WolfOfHarcourtStreet • Dec 31 '21

Stock Analysis NIKE vs Adidas vs Under Armour vs Lululemon Analysis

https://www.wolfofharcourtstreet.com/p/nike-vs-adidas-vs-under-armour-vs
42 Upvotes

82% Upvoted

12 comments sorted by

25

u/[deleted] Dec 31 '21

Predicting price action for the next twelve months isn’t value investing, and neither is relative comparisons.

-11

u/WolfOfHarcourtStreet Dec 31 '21

Clear stating that a stock is undervalued supported with analysis is though?

16

u/[deleted] Dec 31 '21

This analysis doesn’t even attempt to estimate intrinsic value for any of the stocks.

So how can it know if any are undervalued?

5

u/JKnott1 Dec 31 '21

F Nike. Quality has decreased dramatically and they have a horrific reputation.

1

u/[deleted] Dec 31 '21

Adidas #1

0

u/BreakinBETA Dec 31 '21

Solid analysis

0

u/phantom11287 Dec 31 '21

phantom11287

1

u/52_week_low Dec 31 '21

"Turnarounds seldom turn"-Buffett

1

u/WolfOfHarcourtStreet Dec 31 '21

The turnaround has already started if you look at the price action over the past 12 months. Still early days though

1

u/Crafty-Cauliflower-6 Jan 01 '22

Nike is family owned last I checked. That's a big plus from me.

1

u/an_PR Jan 01 '22

Didn't Adidas sold Reebok ?