$Crocs(CROX)$ Bull thesis: - h-To The Moon - Tiger Brokers Online Investing Community

2024-12-20

- high & stable profit margin

- consistent share buyback

- cheap valuation relative to both historical and industry average

- debt being managed well

- bears cite slowing growth + decline in HEYDUDE as a reason, but even with no growth, their high profit margin allows them to deliver returns via share buybacks

I view this as a stable cash cow type of stock. Perhaps not delivering outsized returns like tech stocks, but definitely low risk of further drops

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