CROX - Crocs, Inc. 0 WATCHERS

Yea. CROX

I can’t find a single wide moat business trading at a valuation that will give good returns over 5-10 years. However, there are opportunities to buy ‘ok’ businesses at attractive prices… not a a lot but still decent upside. For example, ABEV under $2.31, YUMC under $42, Nice under $109, …

LULU, DECK, ELF, CROX

CROX

These are my picks:CMCSA under $40, LULU under $200,DECK under $87, CROX under $84, IPAR under $79 and PYPL under $58. I generally don't hold stocks forever. If they exceed 1.5 times my assessment of fair value, I sell them over time. Or after 3 years.

I don’t know about 5-10x so I’ll stick to 2-3x in the next couple years. RKLB, CROX, PYPL, ON

Christ, I never thought I see a CROX post here ever again. I'm actually surprised it never caught on as a WSB meme stock

I'm heavily into $CROX. I see this as a reasonable price for Crocs plus a free call option on HeyDude. Hopefully management learnt a painful lesson on capital allocation. The strategy from this point seems quite reasonable, resetting HeyDudes on the operational side and balancing share repurchases and debt repayment …

I am long CROX. Hey dude was value destruction event.but management is aggressively paying down the Debt. It has come down significantly from2.5 billion. New executive. Fixing channel stuffing for Hey Dude… again, I don’t expect short term huge gains but over time, it should do well!

CROX: The Disgusting Shoe Making Beautiful Cash (But Market Hates It) Alright so I’ve been looking at Crocs (again) and this thing is a total enigma. The core Crocs brand is a cash printing machine. We’re talking **$923M in free cash flow** last year with a ROE over 50%. That’s …

Feel like a broken record, but I still see value in consumer discretionary: NVS, LULU, DECK and CROX

I do find value in this sub. Whilst I agree some of the lost are repetitive I have occasionally come across some nice ideas or view points that I didn't see earlier or missed completely. My hypothesis for why we see so many repetitive posts is that it is so …

Thanks. Appreciate your views on this. I am someone kn the other side, holding LULU (it's almost 10% of my portfolio). Yes competition is fierce. And yes some of LULUs problems are self inflicted - quality and newsness. And then there are issues that are external to them - tarrifs …

I considered selling my crocs $CROX for the tax loss and moving the proceeds into $DECK, however after looking at the valuations, I believe there is a fundamental disconnect between $CROX and the rest of the market. That may be for good reason, but I genuinely feel like there is …

This community encouraged me to build Deep Research for stocks, and I want to return the favor. Hey, some of you might remember that a few months ago I[ asked](https://www.reddit.com/r/ValueInvesting/comments/1mhalrb/building_deep_research_for_stocks_would_you_use/) this sub if you’d be interested in a deep research tool for stocks. Because you showed enough interest, I went …

KSPI, CROX

CROX keeping me green. no idea why it's up +5%

Stocks with 20%+ ROIC trading below 20x earnings 1. META $META: ROIC: 29% PE: 20x 2. Adobe $ADBE: ROIC: 41% PE: 14x 2. Novo Nordisk $NVO: ROIC: 53% PE: 12x 3. lululemon $LULU ROIC: 40% PE: 14x 4. Crocs $CROX: ROIC: 30% PE: 6x 5. PayPal $PYPL: ROIC: 21% PE: …

I'm sitting at a 76.24 price average, about 500 shares. I was planning on selling it prior to earnings but I chose not to, thinking there was some possibility of a guidance sandbagging (foolish) and more upside. Oh boy oh boy was I wrong. This thing feels like the weakest …

Added to my positions in MNDY (22% more shares), PRCT (14%), PGNY (15%), CROX (11%), and MELI (3%). Cash position went from 12.3% of my total cost basis to 11.3%.