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Stanley's avatar
$2.9m follower assets
Taco Tuesday - 5/10/22
9 stock positions increased/added.

Additional investments into my Stash Portfolio (6)

$ATVI - $94.22 consensus price target. My wife is holding this in her portfolio, new position for me with $MSFT buyout in the works an arbitrage play.

$CROX - $110.22 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

$DOUG - $10.00 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

$EBAY - $60.41 consensus price target. DCA down from previous buys. Increasing a 'core' position.

$MTCH - $125.00 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

$NKE - $164.91 consensus price target. DCA down from previous buys. Increasing a 'core' position.

Additional investments into my M1 Finance "Fat Cat Investing" portfolio (3)

$SPG, $KRC, $VICI

The 'Fat Cat Investing' portfolio is down 1.66% overall today and 4.81% since inception - a part of my ongoing "Real Estate Rumble".
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Austin Weiffenbach's avatar
$5.7m follower assets
$CROX
Just saw Crocs did a collaboration w/ SZA and they sold out same day. Lots of fans didn’t win the raffle and are losing their minds. $70 for the clog and $40 for the flip flops. No idea who SZA is but feel like Crocs is so good at these collaborations
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SZA is a famous singer. Some of her songs are commonly used in Tik Tok. One of her notable songs is "All the Stars", which she sang with Kendrick Lamar.
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Hedge Vision's avatar
$105m follower assets
Crocs Reports Earnings Tomorrow Morning
$CROX will report Q1 earnings tomorrow morning. I've gradually built up a 4% position over the past month and a half. I paused my buying in order to see how Q1 how will go. In addition, my cost basis sits at $70.15.

Analysts are expecting:

Revenue: $621.88M, up 49.7% YoY
EPS: $1.55

Management has guided for $6B of annual revenue by 2026.

Gonna be a good one!
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Josh Kohn-Lindquist's avatar
$8.4m follower assets
6 New Stocks for my Portfolio on Monday
I plan to start a position in each of the following stocks on Monday: $EXPI, $MED, $INMD, $LOVE, $PGNY, and $XPEL.

I know very little of them so far, but they fascinate me. So, therefore, I will make each a tiny (1/1,000th) position in my holdings to be able to track them and get some skin in the game.

I have been reading 100 Baggers by Christopher Mayer and wanted to apply a few things I am learning from it to real-life -- just on a small scale for now.

Found these with a finviz screener using the following:
  • Market cap under $10B
  • Price over $3
  • 5-year sales growth over 25%
  • QoQ sales growth over 25%
  • Return on Equity over 25%

These purchases will act mainly as a watchlist, but I will add funds and revisit them for more research if any of these double.

What fascinates me about each:
  • eXp offers optionality within the metaverse
  • Medifast has obesity issues providing a tailwind here in the US
  • InMode owns a 46% profit margin
  • Lovesac: the $CROX of furniture?
  • Progyny's fertility-focused offerings seem very niche but invaluable to those who need it
  • XPEL is up 410x in the last decade 🤯

The 3-year sales growth rates (CAGR) on these stocks range from 33% to 96%, while their Return on Equities run from 31% to 91%.

What do you all think of this strategy?
I own shares of $PGNY. Revenue is has decelerated but from absurd levels. Still grew 45% last year. Margins need to improve but already net income and free cash flow positive. Their KPIs are rock solid.
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Hedge Vision's avatar
$105m follower assets
Recent Buys: CROX & AMZN
Added $CROX at ~$65 and $AMZN at ~$2800 today. Discounts are starting to get interesting 👀
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Amazon currently 11.2% of my portfolio while Crocs is at 3.3%
Hedge Vision's avatar
$105m follower assets
$CROX has industry leading FCF Margins
Crocs beats out fashion giants like $LULU and $NKE.
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The company's FCF margins come way out on top when you only compare it to shoe companies like $SHOO $WWW $SKX $BIRD $DECK
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Should note that FCF margins may drop over the next twelve months due to supply chain challenges, like increased shipping costs and cost of raw materials.
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Josh Kohn-Lindquist's avatar
$8.4m follower assets
3 Value Stocks to Buy and Hold
I tried identifying some "value" stocks -- which is solidly outside of my regular investing lane.

https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/

tl;dr for each:

  • $FDX could finally start seeing improving margins from its TNT acquisition
  • $CROX and its ROIC of 98% is bananas
  • $NVR is an absolute share cannibal thanks to its asset-light model
Which value stock would you consider?
41%FedEx
41%Crocs
16%NVR
12 VotesPoll ended on: 04/21/22

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@xadrav
723 days
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@tilly
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@hijvuzz
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