Crocs, Inc.

Second edition of Investment Ideas is up from a few days ago. We discuss the [case for Crocs](https://unconventionalvalue.substack.com/p/investment-idea-2-crocs-nasdaq-crox):

- Executed successful turnaround since 2014
- Durable brand characteristics
- Strong cash flow and industry-leading margins
- 9% free cash flow yield / 9x earnings

As always, would love to hear your thoughts and feedback.

Interesting information, it has amazed me how they stayed popular. The valuation is also very interesting too, at such a low PE. I guess this is a time horizon move, the footwear game can be rough, as this stock has had have some very harsh drops if news isn't good. If you can get in at the right moment. I would think it can be a good run for someone.

Jacob K Thomas

Two durable brands. Capable management. Industry-leading profitability. Cheap valuation.

https://unconventionalvalue.substack.com/p/investment-idea-2-crocs-nasdaq-crox

Investment Idea #2: Crocs (NASDAQ: CROX)

Investment Idea #2: Crocs ($CROX)

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