@solityhq : Last year I rode $CROX from ~$850 to $150 , and here we are again in the $70s... Price is very tempting here , but I’m less convinced about the long-term moat than I used to be. The brand is strong, margins are fat, and overseas growth is real.... but it’s not bulletproof, and • TwiCopy

Solity

@solityhq

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Value investor | Reading through the noise | Sharing my thesis, tracking my journey

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calendar_today10-12-2022 12:31:22

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Solity

@solityhq

22 days ago

Last year I rode $CROX from ~$80 to $150 , and here we are again in the $70s... Price is very tempting here , but I’m less convinced about the long-term moat than I used to be. The brand is strong, margins are fat, and overseas growth is real.... but it’s not bulletproof, and

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