EP 112 | Nike or Adidas, which is the best? | What's more: Inflation, Shell CEO, Starbucks CEO and many of your questions!
Dividend Talk
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The Impact of Nike
The company has been growing really, really rapidly over the last decade and they're now having 46 billion in revenue. They were one of the first ones where you could buy your own design shoes effectively or your own tailored shoes. So for me Nike is like also one of my tier one companies that I would like to have in my portfolio but I don't own them yet. It's a 97% dividend safety five year free cash flow growth of around 25% EPS growth 12%. The fair value calculation is approximately $76 and trading now around $107.
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