Reddit Posts
The Universe is sending signs ($FOUR DD)
We Have Pelosi Tracker... WSB Tracker... But Is It Time for a Sydney Sweeney Tracker? 📈👠
Put my entire margin account into $CROX
Can we take CROCS (CROX) to the moon?
CROX down 29%.. TIME TO BUY .. Fuck the Shorts
I think the market overreacted to CROX earnings
Any $CROX buyers in the chat this morning
Crocs-Pot of Gold: Uncovering the Infinite Money Glitch
What’s the most “off the wall” way you’ve discovered a good stock?
CROX Upside Potential $122.17
Wait! Another weekend? Another trade opportunity shared by Journalist: PAYPAL
CROX Net Margin Seasonality (ignoring 2020 COVID distortion)
CMG, CROX, LYV: I tried to diversify, but all of my stocks went down by 10%
$CROX Q2 earnings- a mixed bag earnings resulted in a -15% drop
Sold my ATVI stock and bought CMG, CROX, LYV, and NVIDIA
Nike stock cut to sell as U.S. business faces challenges
What are your emerging retail stocks for the future?
Review my stock choices and let's learn to build a portfolio together!
Crocs shares dip as light sales guide overshadows earnings beat (NASDAQ:CROX)
CROX is in free fall today after a decent earnings report. Can someone help me understand why this is?
Short sold at one price- 126.68 avg. Today, showing a lower price- 123.98. Why?
Roast my portfolio (only 6 stocks, with the reasoning behind them and value estimates)
Crocs stock pops as quarterly profits impress (NASDAQ:CROX)
CROX: I have seen the future and it is made of foam.
Is it time to sell Crocs(CROX) after 165% rally?
This is a real thing. Time to buy puts on CROX
CROX is outperforming TSLA on the 5Y chart
What are good P/E ratios for different sectors?
Do I belong here? / Share your profit/loss journey
What is the seekingalpha for chinses stocks, or the Twitter or Stocktwits for china. Forums for chinese listed companies in chinese.
CROX beats earnings estimates, records Q2 revenue growth of 51%
Crocs (CROX) Earnings Release is Today and is set to BEAT Expectations
Important DD/info about $CROX: Addison Rae —> Addison Rae wears Crocs —> Addison Rae wears $825 Croc Boots. Why is this stock have a P/E of 5 after raising guidance for 2022. The rich don’t stop spending in a recession and the poor don’t stop following the rich. Come on guys, we can do better! 🚀🚀🤣
$CROX Fan here! revenue forecast $3.5B for the year, Market cap today $3.4B!!
Crocs analysis and valuation - A potential bargain? (Value $154.85 vs price $82.7) $CROX
CROX FINALLY Hit Bottom - Here are 20 reasons I'm buying today and expecting big returns
CROCS Stock Analysis, BUY or SELL? $CROX 2022 Outlook.
CROX: Technical Analysis
CROX craters on news of an acquisition.
Here is a Market Recap for today Thursday, Dec 23, 2021. Merry Christmas!
Here is a Market Recap for today Thursday, Dec 23, 2021. Merry Christmas!
drunk rant: Whats up with $WISH? Seriously what was up with that?
Up $100K (36%) in a Month on Options: These 5 Things Are Working
Crocs ($CROX) beats Q3 earnings and revenue expectations
Mentions
Since he’s not my son I’m putting his college fund into CROX now
Going on in on $CROX and $BBW (build a bear) at open, AI is dead
Seems a lot of shoe brands are in the shitter. NKE, DECK, ONON .... yet the one that is actually doing okay is CROX. Freaking Crocs, go figure.
Been watching tech stocks for 2 years when really I just needed to pull a king of the hill and watch my dumb neighbor buy stupid shit. CROX, VSXY, and CAKE were in plain sight lmao
Since buying into CROX in Aug 2023. every time I look at the stock valuation, I wonder why I don't own more. HEYDUDE's revenue decline is slowing and is likely to return to growth by the end of Q4, company gross margins are still incredible, Crocs NA returned to growth. It currently trades at 9x their FY26 adj. EPS guidance midpoint and <9x on trailing FCF. This is almost exactly the same valuation I paid in Aug 2023 despite the share count being almost *20% smaller* thanks to buybacks. Even being conservative on a rDCF with 2% terminal growth rate, 10% discount, -3% annual dilution, and just a 10% FCF margin (they've been 14% to 23% the past 6 years), it's priced for -1% revenue growth annually over the next decade.
Live in California and still never saw anyone using Apple Vision Pro. Shorting AAPL and full porting all $0 of the proceeds into CROX
Crocs are trash and I can't believe people still buy them. A thought that inspired me to check CROX, which is up over 60% YTD. Days barely started and already got my daily reality check that I belong here lmao 🤌
CROX fell 15% on Thursday after what I thought was good earnings. It got back to pre-earnings price today.
CROX with a 52 week high (nearly a 2Y high actually).
Buy CROX https://preview.redd.it/214xydwm5obh1.png?width=1408&format=png&auto=webp&s=9fc46508b3b43d3cf280e72465b6afe9b19aa31b
CROX up about 30% in last 6 months & NIKE down more than 32% People running in Crocs these days?
Who knew CROX was the real play....
Not sure what everyone is complaining about I went all in on CROX
CROX chillin in my port wondering where the fire is
!banbet CROX 120 10d
Finally able to get rid of my CROX bags…..thanks for the run past few weeks
i'd recompose it to this: PDD ESTC FIG UPWK COPX CROX WMT
Full porting into CROX My DD: I bought some and they look cool and got like racing stripes nshit and they pretty comfy and they float
CROX seems to be okay among these retail stocks. beat Q1 EPS estimate.
Asics (TYO: 7936) The problem with clothing brands is that they're often trendy for a while then fall off. Right now, there are other brands people use like Gym Shark and Velocity, but really, they're kinda all the same shit. Right now, CROX is trendy, but if you invest, the fad could just die and you'll be a bag holder.
Man, between Reddit and Discord how many WSB mods do you think are cruisin' Roblox for minors right now? Calls on CROX?
|Ticker|Company|Allocation| |:-|:-|:-| |ACGL|Arch Capital|18.25%| |SGOV|0-3 Month Treasury Bond|12.00%| |CROX|Crocs|11.00%| |ADBE|Adobe|11.00%| |DR|Medical Facilities|11.00%| |QFIN|Qfin Holdings|9.00%| |LNG|Cheniere Energy|7.00%| |JD|JD .Com|6.00%| |THX|Thor Explorations|5.00%| |FMCC|Federal Home Loan Mortgage|4.25%| |QQQ put|Puts|3.00%| |MELI|Mercado Libre|2.50%|
Why doesn't CROX pivot to AI
I'm not selling but the upcoming CROX earnings has me a bit scared.
White girls have moved on to $CROX
Getting tempted to sell CROX again as it's bounced back to 110 off the 75-80 lows I said to buy at.
Breaking: CROX and DECKER both announce they are pivoting to A.I. footwear. Both stocks are up 42069% in the AH
I am going all in on $CROX in case they want to pivot from plastic galoshes to AI.
CROX is next. They're gonna pivot Hey Dude to Ai, dude
Can CROX get into AI too. Been holding the bags for a while now.....
So a random company can say they’re going Ai and their stock will pump 600%? Should I get calls in CROX just in case?
Waiting for CROX to sell their shoe business and become an ai company now lmfaooooo
Breaking: CROX announces it will install GPUs into every pair of crocs so they will become mobile datacenters. Stock is up 690000% on this news.
There are always opportunities in the market. Just look at [LI LU from Himalaya Capital](http://www.stockcounterparts.com/investor-gurus). Charlie Munger and his family trusted him for a reason. His portfolio is relatively simple, focused, and runs very smoothly. One of the newer additions is [CROX](http://www.stockcounterparts.com/companies/crocs), which has been one of my favorite holdings for years. I still think the valuation is very attractive for a company growing so strong in Asia/china.
A true prophecy. Calls on CROX
I sold out of CROX (+18%) and CALY (+30%) and bought more NTDOY, NVO, and ZTS.
Sold CROX from my tax free account yesterday before close. Now it's up 5% today. Never try to time the market? CROX has been doing like 3-6% every day for over a week, crazy
Each time I'm about to buy more of something it shoots up just before. There's no reason for CROX to do +6% today. No reason!
No boots on the ground if they are all wearing crocs just sayin. Calls on CROX
Sadly this was a long portfolio of regarded stock picks, one right after the other. PSTH, CROX, CELH.
Finding assets that are overvalued is not hard, just search random tickers and it's like shooting fish in a barrel. As for undervalued securities or assets, I think in SaaS right now, the mania is swinging the other way, and some of the companies do seem interesting. Plenty of value traps in there too though. ADBE is very interesting. I actually made a video on them on my channel, and will be making another one this coming week or two hopefully. They're buying back serious shares at these levels. CROX is also super interesting. People seem to think HeyDude failing = Crocs failing, and I just don't see it at all. The valuation is absurd and they're buying back shares like mad. I was long WBD, but now that they are getting acquired by PSKY, I'm out. I don't think there's value there in the combination to drive outsized returns from current prices. I'd be interesting in what undervalued companies or sectors are 'hot' right now (in a bad way haha). It just seems everywhere you look, there's mania on the bull side and I'm having lots of trouble finding value.
Software. My only green is IOT, GWRE, NOW, DDOG, CRWD, AXON, TYL and than randomly CROX.
Dang CROX already lost all of its gains from earnings. Is it no faith they can keep their numbers up or no faith in retail overall right now?
How are people not buying more $CROX? Have you not see Idiocracy? It's literally the only shoe that survives AI
Yup. All of their products are dopamine friers and cooked in utter ass. The moat / differentiation between Facebook and instagram vs. YouTube (filled with shorts) and TikTok is becoming thinner every day. Btw you have some good takes, got any picks, mate? My port is pretty much just $AMZN, $RDDT, $AMD, $TSM, and some $CROX for meme value
I guess CROX is now an AI pure play
CROX reduced their basic S/O by nearly 9% last year. Since 2016, they've brought it down 3.3% annually.
CROX boomin cause it’s all we’re able to afford for footwear soon.
CROX seems to be making up for the lack of growth with copious amounts of buybacks....
CROX is such a weird one. I swear it's like stock around 100 for years.
Sold all my VAL for 89% gain (I bought January 2025) and my CROX for break-even (bought between 2023-4). I clearly got the CROX thesis wrong and the growth has remained much worse than I hoped.
CROX is a $100 stock, up 21% right now. We truly are living in Idiocracy
I should have put all my money into $CROX
CROX should be apart of faang
Panic sell and full port CROX
CROX, for when you're bullish on bumming around due to mental burnout.
Didn't buy CROX calls yesterday because the IV scared me
CROX is the new standard for wealth storage.
I think I've reached the point where I want CROX to punt on HEYDUDE.
Can we have a moment of prayer for those beautiful plastic clogs.... CROX earnings premarket
IV on CROX calls is too damn high
Looking forward to $CROX earnings this week. Analysts are projecting lower YoY financials. Be interesting to see if the bar is low enough for an upside surprise.
CROX earnings tomorrow. Very excite. Quite frightened.
25x P/E is normal??? CROX couldn't sustain 10x, last I looked
CROX doesn’t have a liquid options market. I was just standing by to buy or short commons
CROX lottery calls on if tariffs get pushed back
CROX pops. Their FCF will increase by ~$100 million.
My guy I thought you said green shrek crocs and was wondering how this is good for my CROX position. https://launches.crocs.com/en-US/launch/classic-dreamworks-shrek-clog
My 2025 was not bad (42% ytd), but could be better. I almost nailed everything in terms of picking undervalued high quality companies at the right time (my top 5 most profitable trades are LVMH, AMD, Essilor Exoticca, Meta and Google, all before they became sexy). My biggest lesson is to hold longer after my thesis pans out - I sold AMD way too early, despite building a position around $90. Also, my worst investment was a value trap (CROX), which had good fundamentals for a few years until running out of steam in Aug earnings. Learnt to think harder about catalysts.
Loading up NKE over CROX is certainly a choice 🫠
The issue is LULU and DECK were trading at EV/EBT (after tax) of then 8 (had zero debt). CROX at 6.5 EV/EBT (after paying taxes)and 1.5 billion or so of debt. The worst was already priced in. NKE is still loved by the everyone. Their price is down but their valuation multiple is still close to 30!! To nake money with NKE, you are betting NKE will improve its revenue and margins etc. With LULU and DECK, you could count on mean reversion and the possibility of a potential surprise good news. NKE - no mean reserval and Olympics is the story everyone is talking around.
|Ticker|Industry|Allocation| |:-|:-|:-| |ACGL|Specialty Insurance|25.25%| |DR (TSE)|Medical Services|15.00%| |MOH|Health Insurance|15.00%| |WISE (LSE)|Money Transfer|13.75%| |QFIN|Consumer Lending|10.00%| |SGOV|Short-Term Treasuries|9.00%| |CROX|World Class High Quality Footwaer|6.00%| |JD|Ecommerce Retail|3.00%| |THX|Gold Miner|3.00%|
WTH is happening to LULU and CROX today
This is one of those stocks that are kind better to trade than to hold. Usually always trading between like 80 and 100. Kind of like CROX and even UFPT how it’s been trading this year.
If you’re not buying CROX at these levels you got a thick skull my dude
Sometimes I'm right, sometimes I'm wrong. But whenever I go all in, I've always been wrong. PSTH, CROX, CELH
It’s a really cool company. It’s interesting how some names are just like that. CROX kind of comes to mind. Used to do well swing trading on WCC.
JD LEAPSs , LULU , PINS CROX shares
CROX keeping me green. no idea why it's up +5%
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%.
Six months is nothing. No one should care what the *stock price* of a company they own has done over the past 6 months, but rather than should care about the underlying business. But if you want to talk stock price, I'll go back to my original point of being long-term oriented rather than short-term. CROX over the past 10 years is +705%. HIMS is +270% since it went public 5.5 years ago. CELH is +6,900% in the past 10 years.
This process only works if you know what to buy in the first place. 6 months ago CROX was a darling of this sub. Now -40%. Next up was HIMS -40% and of course CELH -30%.
Crocs (CROX) is currently priced as if FCF will shrink 10% annually for the next 10 years.