$TWLO been on the watchlist for quite some time. A sharp fall along with the other growth names. Looking to build out some higher market cap positions first and then if still in this range will consider beginning to build a core position, but sitting on my hands for now

What are the 2-3 most important metrics you are watching for CROX?

Reinvesting dividends is what it's all about! I can see that you also currently hold $CROX. Would be great to have some insight into your investment thesis.

Aww man, you sold the day after I put in my order for the Mustang Mach-e. I'm so excited about getting my hands on this beauty with a beast-mode, though it'll likely take 30 weeks :(

The discounted valuation is more than warranted imo. Buying back massive amounts of stock at $128 and then doing large dilution as a condition of the acquisition in the $80s and $70s is complete incineration of shareholder value and horrendous capital allocation. A result of that bad buyback is they had to issue over $1 billion more in debt to fund the acquisition, which is all on variable interest. Acquisition also seems to be done to obscure the topline from showing massive deceleration in the core business, they have problems with resin costs due to the outsourced nature of their manufacturing, and their Enterprise Value is far higher, net debt of over $2.4 billion, so the "discount" on P/E is not really a discount so much as accounting for their other funding obligations.

DRIO and TDOC on the same algo channel and 1/10 the price.. fyi.. should look them up..

$WING is a great company but with rising inflation, the premium it once held is getting tough to justify