AL
alexlunnon
Community Contributor
Member since 2022
Views
27 Total number of views
Fair Values Set
0 Total number of fair values set
Comments
1 Total number of comments
Followers
0 Total number of followers
No bio added yet
No link added
Rheinmetall could get 20-25% of EU-NATO 3%-GDP defence spending
If European NATO members would raise their military spending to ~3% of their GDP, this would mean a combined yearly spending of over 500b€. Rheinmetall management assumed on 12th March 2025 that 20% to 25% of the entire military spending could be spent with Rheinmetall.Read more
NO
€7.57k
83.7% undervalued intrinsic discount
Fair Value
Revenue
64% p.a.
Profit Margin
20%
Future PE
18x
Price in 2030
€9.57k
Nike's Direct-to-Consumer Focus Will Drive Future Growth
Catalysts Most Immediate Catalysts (1–2 Years) • DTC Growth Acceleration – Nike is prioritizing Nike.com, SNKRS, and flagship stores, improving margins and reducing reliance on wholesalers. • Innovation in Running & Performance – Launch of Alphafly 3, Vaporfly 4, and next-gen sportswear can drive higher demand.Read more