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Liberation Day, Goldman Gets Bearish, Falling Knives

The Compound and Friends

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Navigating Falling Knives: The Case of Nike

This chapter explores the strategy of investing in stocks like Nike that are experiencing significant declines, known as 'falling knives.' It offers practical advice on cautious entry points and reflects on Nike's recent challenges, including dismal growth and competitive pressures. The discussion highlights the broader market trends affecting consumer discretionary brands and critiques Nike's strategic missteps in a changing landscape.

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