US · 4 entries · 4 publications
Crocs
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · Stone Mountain Research
A high-margin, digital-first powerhouse trading at a deep discount as the market overlooks its structural transformation and enduring brand loyalty.
Since publication +43.1% α +32.5 pp vs S&P 500 · USD
Substack · SaluInvest | Albert Saludes · Albert Saludes
Wall Street la odia por HEYDUDE, pero los números gritan monopolio. Análisis del "Caníbal" que imprime billetes con resina barata.
Since publication +36.5% α +26.4 pp vs S&P 500 · USD
Substack · FatAlpha
Crocs’ stock is a case where all the focus is on the negative while completely ignoring any positives.
Since publication +58.5% α +46.3 pp vs S&P 500 · USD
Substack · Moat Mind
I will increase my position in Crocs (CROX) by 25.0%, effective as of today’s close (August 7th)
Since publication +59.8% α +38.7 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.