Crocs Stock Crash - Buy When Ugly

Adidas stock (symbol: ADDYY) did much better than Nike stock (NKE) over the last 5 years because the company copied what Nike did. However, Nike's valuation is still much higher and the debt is piling up. Therefore, Adidas is the better stock to invest in, but you never know given it is also a question about investing in European stocks vs. American stocks. My conclusion for Nike’s stock was overvaluation from a fundamental perspective and risky because: - a growth slowdown is happening and what makes things worse, - the management is attempting to conceal the slowdown with financial engineering. - Nike has an extreme PE ratio which makes the stock even riskier. In this video I’ll discuss Adidas stock as an investment opportunity and compare it to Nike stock and explain why long-term investors will continue to be better off investing in Adidas stock for the long-term. This analysis will comprehend the following: - Adidas stock vs Nike Stock price movement - General business environment for both Nike and Adidas based on Q2 2020 results - Strategic comparison and risks - Adidas and Nike Stock fundamental comparison Through the analysis I’ll also touch on the core investing concepts one has to think about in this environment where Adidas and Nike come as amazing examples: - The risks of growth investing – Both Nike and Adidas stock prices have long-term growth priced in - Do fundamentals matter at all in this market? - Financial engineering – is it ok to take debt to push the stock higher? Nike’s debt bonanza. So, all in all, it is not so much about the better investment, but about investing in general when it comes to Nike and Adidas. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

18 Huhti 202115min

In today's stock market news we will give a long-term perspective on the market and economy from the All-weather investment concept developed by Ray Dalio. All weather has 4 seasons but we might have to add another one. The 4 economic environments according to the all-weather theory are: - an economy growing faster than expected - an economy growing slower than expected - inflation above expectations and - Inflation below expectations I would argue that we are in an environment with both inflation above and below expectations while the economy is definitely below expectations. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

18 Huhti 202116min

I just got Seth Klarman's letter to shareholders and enjoyed it so much to even make a nice video. His rational is essential when it comes to assessing the current stock market so it is the best possible news you can get. The main factors discuss: - the crazy stock market - the bad economy - the debt, FED's intervention, absence of market pricing - likely volatility ahead - the stock market is a casino but also 8 possible COVID-19 impacts on the world we live and invest in! Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

18 Huhti 202119min

Tesla's stock is up 5 times over the last year, an incredible performance. I was always a Tesla bear and I remain a Tesla bear. I am also ready to hear the Tesla bulls telling me how stupid I was. However, for me, investing is about being more certain and not betting on things. Getting rich slow is the message because when you get rich quickly, you might lose it at the same speed you gained it. So, be careful and see what best fits you. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

18 Huhti 202113min

Many say Warren Buffett lost his touch because Berkshire has been underperforming the S&P 500 index. The arguments are that Buffett didn't take advantage of the 2020 stock market crash, how his $137 billion are idle, that Occidental, Heinz and Airlines have been a huge mistake and how Buffett should be investing in the new stocks out there. I am arguing that there is a difference between investing that works always and speculation that works just sometimes. Investing will make you richer and richer over the long-term while speculation will make you rich until thing turn south. Berkshire outperformed the S&P 500 over the last 20 years alongside extremely low risk. I would say, over the next 20 years, the story will be similar. The main message is the differentiation between long-term sustainable investing and speculation. See what best fits you! Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

18 Huhti 202110min

NYSE traded airport stocks like Mexican airports: PAC, ASR and OMAB offer good risk reward investing opportunities. If the situation improves and returns to normal, plus the Mexican economy grows, one could expect a dividend yield of 8% and consequently a capital gain of 100% and even more. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

18 Huhti 202114min

Stock market news - a crash is unlikely because of the stimulus out there, the huge inflows of money. We don't know what the covid situation will be, but it will remain an interruption and there will be other things that will create the next stock market crash. Could be population issues, inflation, who knows... Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

18 Huhti 202115min

Many have been attracted by Airline stocks recently, but to get exposure to the travel growth mega trend, perhaps it is better to look at Airport stocks. Airport stocks are better than airline stocks because some airports offer a moat, something that no airline offers. Plus, airport stocks are cheap as airport stock prices fell in the same way as airline stocks. Given that you can own an airport for the next 100 years, get the dividend and exposure to growth that is expected to be at 4.5% per year over the next 20 years, it might be interesting to get exposure now when airports stocks are down due to the covid-19 interruption. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

4 Marras 202019min