u/Safe-Worldliness-394

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+25.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +25.5% Long Return +25.5% Short Return -
Average Return
7d -4.3%
30d -22.8%
90d +0.9%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
CROX 1ST Crocs, Inc. Crocs, Inc.
Long
Feb 18
$98.19
+25.5%
CROX still undervalued, $140-180 if management executes
Author owns CROX from ~$79.13 and believes it is still undervalued, seeing a path to $140-180 if management executes. The mechanism is high ROIC and strong cash conversion, a high adjusted earnings yield, and ~58% gross margins that signal pricing power to pass through tariff/cost pressure. Catalysts include stabilizing HEYDUDE's product/wholesale strategy as optionality and continued international expansion of the Crocs brand. Main stated risk is that HEYDUDE remains a drag if management fails to fix it.
Retail & Mobility
REDDIT
Showing 1 of 1 calls · sorted by mentions

u/Safe-Worldliness-394 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: CROX.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology