- Entry
- $297.44
- Now
- $294.14 -1.1%
- Target
- $201.00
- Score
- —
About four weeks ago, I wrote up two companies (GRMN and NKE) using the same process and published both with the prices and the reasoning attached. I've reviewed them now, and I'm posting the scorecard, including the half that doesn't look good. ||Verdict|Then|Now| |:-|:-|:-|:-| |Garmin|WAIT on price|$240.70|**$307.50** (+28%)| |Nike|NO GO on quality|$42.03|**$39.09** (-7%)| || **Garmin: I said "WAIT on price", and it cost 28%.** I had it as a genuinely excellent business trading too far above what I thought it …
— ORIGINAL POST ·
Garmin ran 28% after one quarter. Rebuilding my valuation moved it from $180 to $201, not to $307.
· r/ValueInvesting
· Aug 18, 2026