$CROX now back to <7x forward EV / EBIT. Main risk is macro (i.e. tariffs), which is mainly mitigated by its strong cash flows. HeyDude should be picking up anytime (estimated to be done with inventory reset by Q3 '25). Looked great at ~$90, looks better now.

Overheard at the local $LULU: Him: “did you know this is the worst performing stock in the S&P500 YTD?” Her: “do these make my butt look good?” Busiest shops this AM: 1. LEGO / $AAPL tied 2. $LULU Literally zero customers: 1. Alo / bunch of others tied

Be boring. Wake up early, go for a walk, get sunlight, brew some coffee, read books, spend time with friends and family.

Market concentration today looks aligned with fundamentals, aside from Tesla skewing the data

$ADBE growth rate vs EV/EBIT

Alo opens in Marina Bay Sands, Singapore

Forever the best tweet of all time

$ADBE Why i'm not buying the stock yet. While the stock is cheap in relative terms, it needs to dip lower to offer asymmetrical upside. Link in bio

So lock up your daughter Lock up your wife Lock up your back door And run for your life The Next Warren Buffett is back in town Apologies to AC/DC

there's only so much time we have to doomscroll...

If you’re paid well to enjoy life… why wouldn’t you just live quietly to preserve this privilege?

May this give me the next chance to become a shareholder 🙏🏻

$NKE Nike can ramble all about having 3 brands and all; but i don't even see a single person wearing Converse anymore (Singapore). Not even kids going back to school. Back in my school days it was hot stuff.

Rich traders: “We mostly just sit around reading, thinking and waiting.” – Stanley Druckenmiller

The immediate effects of AI is consumption acceleration... productivity improvements not proven yet

Nobody cares

"There's no opportunities in large caps" $META $NFLX $AMZN $GOOGL

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