Author highlights Li Lu's Q4-2025 purchase of 628K CROX shares as validation, noting the stock's low multiple, strong margins, buybacks, and international expansion.
CROX — LONG Li Lu's Himalaya Capital bought 628K shares of Crocs in Q4-2025, providing validation from a concentrated value investor praised by Charlie Munger. Crocs trades at a low earnings multiple while showing strong margins, buybacks, and international expansion, fitting a classic 'unpopular but highly profitable franchise' setup. The HeyDude acquisition overhang is noted but the author sees the fundamentals as attractive.
Noted value investor (Li Lu - Himalaya Capital) has bought 628K shares of CROX in Q4-2025. Stock is up 15%, ytd. Lu is a concentrated value investor who was spoken off highly by Charlie Munger.
This Reddit post, published February 22, 2026, features u/pravchaw discussing CROX. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/pravchaw · Tickers: CROX