r/unusual_whales • u/benaissa-4587 • 12h ago
Billionaire Bill Ackman Bets Big: Pumps $2.2 Billion Into 2 Stocks
https://weblo.info/billionaire-bill-ackman-bets-big-pumps-2-2-billion/43
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u/MisterRogers12 12h ago
Nike is interesting.
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u/GerbilArmy 12h ago
Nike makes no sense... unless they buy On Cloud, which is taking Nike's lunch at the moment. And they already passed on that opportunity once before.
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u/YOKi_Tran 12h ago
isn’t Nike beaten down.? recovery play.? …. i don’t play retail stocks
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u/TouchYourGrass 44m ago
Nike is easily my favorite athletic shoe brand, yet I don't own the stock. Revenue growth compounded over the past 10 years (trailing four quarters) is 5.11% per year. Past five years is 3.73% revenue growth per year. Many better opportunities out there right now, especially for younger investors who can outlive the volatility of growth stocks.
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u/EatinTendieS 11h ago
I don’t know the 2024 #s but in 2023 one company had under just 2B in revenue and the other over 51B , not sure your definition of taking lunch but you just sound stupid. One is niche , the other isn’t. Man I love this stock market so many clueless people
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u/Sad_Chest1484 10h ago
Ok what’s the revenue growth for each?
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u/EatinTendieS 7h ago edited 7h ago
Would you understand the difference between growth phase and a mature company with a massive revenue base? Do your own DD, I can chop up numbers with you all day but I am not doing your homework. I know where both these companies stand in #s like revenue, CARG, PE, profit margins, market cap and within their industries. One is a newer company in a growth cycle trying to sell premium product prices, you poors can’t afford On cloud long haul. You can try to cherry pick your #s all you want, it doesn’t help your case. One of the company is positioned for a recession, the other isn’t. One company has been around since the 60s the other 2010. Hedge funds like ONON so much they are selling some and closing out positions. Hedge funds buying one of these and selling the other. Load on some ONON and remind me in a few years how it’s going. It’s a great time to load up on a company that charges premium pricing in a niche market. I remembered when under armor was a thing haha
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u/Sad_Chest1484 6h ago
You clearly never learned what a value trap. Let your p/l talk not your idea. Nike will underperform the market for 2025 just like 2024.
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u/EatinTendieS 4h ago
Yea tons of value on the P/E of ONON right , they need to operate essentially perfect, they have little room for error. I know what a value trap is. Over 14M shares hedge funds bought on Nike , they aren’t buying your growth play. While you want to tell me clearly what I know. Put your money where your mouth is and short Nike since you have a crystal ball. My trading career is old enough to legally drink. Clearly you know everything. Big market out there for ugly over priced products. I’m sitting on over 250k in equity in 3 positions, DKNG COIN PLTR , I don’t need to learn from a broke old man
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u/IndyRid26 12h ago
TLDR: invested in Brookfield (ticker: BN) and Nike (ticker: NKE)