SELL Conviction3/5 Analysis quality65/100 now
The YouTuber is considering selling Adidas from his portfolio due to its underperformance, a dividend cut, and ongoing turnaround story which carries significant risk. He notes that despite a recent rally, the stock's current valuation already prices in much of the potential turnaround, and its projected 2024 earnings are still below 2016 levels, suggesting limited upside without further substantial growth.
“bei Adidas da haben wir bereits echt eine Dividendenkürzung gehabt und was liegt bei Adidas im Argen?”