Plus, thoughts on my portfolio heading into Q3 earnings
Wow, the 'idiocracy train' bit really stood out; thanks for that honest dive, sometimes the numbers just screem ignore the rules.
Let's hope so
Great post. Crox is over 10% of my portfolio but I runs concentrated portfolio with only a few stocks.
Nice. good luck with that one, I think it is going to work out well over the next 1 - 2 years
I've liked the future of Crocs ever since I noticed my socially savvy daughter wearing them. So there is still brand equity.
Love it
Great write up. Not only is it cheap, but it also has a high ROIC and buyback yield.
I recently added it to my Magic Formula Portfolio
gurugems.org/p/the-magic-portfolio-round-3
Thank you for sharing
Wow, the 'idiocracy train' bit really stood out; thanks for that honest dive, sometimes the numbers just screem ignore the rules.
Let's hope so
Great post. Crox is over 10% of my portfolio but I runs concentrated portfolio with only a few stocks.
Nice. good luck with that one, I think it is going to work out well over the next 1 - 2 years
I've liked the future of Crocs ever since I noticed my socially savvy daughter wearing them. So there is still brand equity.
Love it
Great write up. Not only is it cheap, but it also has a high ROIC and buyback yield.
I recently added it to my Magic Formula Portfolio
gurugems.org/p/the-magic-portfolio-round-3
Thank you for sharing