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Part 38: VladStocks: 50% Increase in Stock I Purchased Last Month
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DJ Vlad breaks down Nike’s continued stock decline on VladStocks, including its removal from the S&P 100 after 18 years and whether the current valuation makes it a buy. Looking at Nike’s five-year slide, PE ratio, dividend, and fading “economic moat,” Vlad compares the brand’s current position to its past dominance with Jordans, Michael Jordan, Kanye West’s Yeezy era, Virgil Abloh collaborations, and competition from Adidas, New Balance, Asics, Alo, and other lifestyle brands.
He also explains why he prefers “great companies” over discounted turnaround plays, citing Warren Buffett’s investing philosophy and holdings like Nvidia, Amazon, Bitcoin, Google/YouTube, Tesla, SpaceX, and emerging AI trends around ChatGPT and Chrome. Vlad also discusses Tesla Full Self-Driving, robotaxis, Blue Origin, and Chris Camillo’s “social arbitrage” framework.
Not financial advice—just Vlad’s take on Nike stock, brand momentum, and long-term investing.
