QuantCompounding
@QuantCompounder
Magic Formula Investor. Happiness equals reality minus expectations. Not financial advice. Check out my #MagicFormula journey! 👇
قد يعجبك
I have decided to focus on “big bets” I learnt the hard way that low allocation + high performance = low positive impact Now at 5 holdings, my objective is twofold: high performance and high impact. #capitalallocation
It’s pretty simple In the long run Earnings Per Share growth is what matters . However this is not an invitation to not be price conscious! Source : IP Capital Partners
Crocs is trading at its cheapest valuation in more than 10 years. EV/EBIT: 6.1x Why wouldn't this work from here? $CROX
Li Lu’s Reflection on reaching Fifty
New letter on my stack on my thoughts about the recent $CROX selloff and why I believe there is potential to deliver outsized returns at current price
Every investor should understand this
I try to not overcomplicate valuation. When I see $CROX trading at a 20% FCF Yield, even if only half of that goes to buybacks the business doesn’t have to grow a lot for a fine outcome.
Thoughtful discussion! @steveclapham @tsaicapital open.spotify.com/episode/2ZeBjq…
Crocs is currently trading near its lowest valuation in 10 years. EV/FCF: 7.97 $CROX
Norbert Lou is one of the most selective investors of all time. He just bought 2 new positions for the first time in years. Crocs and Paypal now account for 33% of his portfolio. $CROX $PYPL
$CROX trades at 7.1x EV/EBITDA, well below peers like $DECK at 11.7x and $SKX at 10.9x. Yet, 5Y forward EPS growth is fairly close: 📈 DECK: 4.2% CAGR 📈 CROX: 3.75% CAGR Is $CROX undervalued relative to peers? Thoughts?
$DAC Not too surprising: "when you see actually the stock appreciating really so much, to continue buyback would have shot the price up quite dramatically, which is not really to the interest of long-term shareholders... And that is why we have paused the buyback."
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