Ep. 25: Howard Lindzon On Watching Apple, Nike, Lululemon, And McDonald’s
Investing With IBD
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Nike: The Best Brand in the World
Nike is a fashion company, but they're on the edge always of technology. They've made a few mistakes around digital and are just not a great digital company other than e-commerce. Apple's at the forefront of being, it's a generational brand. You hope that stock drops 25% so you can buy it. But mark my word, if this tariff stuff goes on forever, they're going to figure out how to manufacture stuff elsewhere.
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