Post Corona Stocks

Stock picking in the post-C19 world.

Skip to content
Menu

Category: CROX

CROXPosted onSeptember 19, 2021September 22, 2021

CROX – add to your winners, stock could be double+

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…

Read More
CROXPosted onJuly 25, 2021July 25, 2021

Crocs beats and raises again – upside remains

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…

Read More
AAPLPosted onMay 2, 2021May 2, 2021

Q1 earnings – nothing to do

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…

Read More
CHEFPosted onFebruary 12, 2021February 12, 2021

Opting for quality and selling struggling businesses (TRTN, YELP, CHEF)

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…

Read More
CROXPosted onJanuary 11, 2021January 30, 2021

CROX raises Q4 guidance and 2021 outlook – stock rerate should continue

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…

Read More
CROXPosted onOctober 3, 2020January 30, 2021

Increasing $CROX position and new pod with Diligent Dollar

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…

Read More

Go Premium

Sign up for premium content. Earnings updates, trade alerts, company models, current portfolio and more.

Members Corner

Members Corner

Subscribe to Podcast

Apple PodcastsGoogle PodcastsAndroidby EmailRSS
© Copyright 2021 – Post Corona Stocks
Allium Theme by TemplateLens ⋅ Powered by WordPress