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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sean Collett who wrote (78756)	12/19/2025 1:39:27 PM
From: Paul Senior	1 Recommendation Recommended By Harshu Vyas Read Replies (1) \| Respond to of 79147

NKE. My local store very busy on weekday I was there. Shopping and buying. Saw part of the CNBC interview. Jordan, some others are about to be ancient. Good question/discussion where the next stars are who will drive people into Nike products. My buddy a sneaker-head. Got some Nike shoes worth $900 to several thousands. Would that value last? Both of us (I've got closet brimming with sneakers, and I keep adding) believe Nike is very poorly managed from our perspective of the product and ancillary stuff we both are looking for. Company is missing the boat as far as we as customers are concerned. So there's room for improvement and possibility of getting more business, imo. Taking "a fuller position" by me would require more belief that either the company can regain its footing and stature, or else that the company is so undervalued on fundamentals, that the stock will do ok if/as earnings remain sluggish. I don't have that belief. Tracking positions in this sector have worked for me, so with today's stock drop, now seems to me the time to add, but still only have a tracking position.