Crocs is fresh off its Investor Day and rallied nicely afterwards (+7% since 9/14 when it held Investor Day). Its YTD performance (+152%) is amazing. The stock…
Crocs more so than any company I own right now has executed spectacularly and smashed market expectations. When I first wrote up the stock in October…
Q1 earnings season has been full of enormous beats. Mega cap tech has once again shown the law of large numbers need not apply to…
I’ll start this letter off with some decisions I made this week that reflect a general theme in my portfolio for the last few weeks…
CROX today released an 8-K with a new investor presentation and an announcement its raising Q4 guidance… This post is for members only. To sign…
A good weekend to all – Some bullish CROX news that led to me doubling my position and a new podcast with the excellent Diligent Dollar. Adding to…