AVOID Felix & Friends (Goat Academy) Conviction 4/5 Analysis quality 70 now
The YouTuber advises avoiding Nike, citing its significant decline (down 54%) and its position within a struggling industry (shoe manufacturing, down 37%). He attributes this to the impact of negative real wages on consumer-facing industries, suggesting that companies like Nike are particularly vulnerable.
“shoe manufacturing, it's down 37%, Nike being the uh the horror show there down 54%.” — ▶ 28:00