The creator mentions Nike as a potentially beaten-down stock and suggests checking out a video comparing it with Adidas.
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I Sold This Stock (+80%) — Here's What I Bought Instead
Jul 2, 2026
The creator is selling a portion of their NN Group holdings (+80% gain) due to increased valuation, and reinvesting the proceeds into Munich Re, an existing position they are increasing. They highlight NN Group's dividend growth and share buybacks but find the share price appreciation has outpaced business growth, making it less attractive at current levels. Munich Re is presented as a strategic addition within the insurance sector.
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The creator is buying more Munich Re, adding to their position and making it their fourth largest holding.
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MLIbuy opened Jul 2, 2026
+13.12%