Nike's Q1 Beat Buys Time, Not Conviction (NYSE:NKE)

Core Viewpoint - NIKE shares have faced significant pressure since their peak in 2021, leading to poor investment performance over the past four years [1] Group 1: Company Performance - NIKE's stock has underperformed, resulting in a disappointing investment outcome [1] - The company has experienced a decline in profitability indicators, including margins and free cash flow [1] Group 2: Investment Strategy - The focus is on long-term investment in undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability is emphasized as a more reliable driver of returns compared to valuation alone [1] Group 3: Investor Background - The investor has a diverse academic background, enhancing both quantitative analysis and market narrative interpretation [1] - The motivation for investing is to ensure financial freedom for the investor and their family [1]