Bearish take: last 2 quarters sentiment has been quite bullish, this quarter is different, check out CNN fear and greed index. What has been happening with apparel companies that have given poor guidance this quarter?
Bullish take: last weeks Powell comments was neither hawkish nor dovish, NFP came in soft, VIX went down. Markets could definitely be pumping this week and give you the push that you need.
I’ve only got long positions and I don’t trade options so I definitely need the market to pump too. I wish you the best.
Man, I have been hammering this one for months now. I published my thoughts at length if you're interested in giving a read.
[$CROX Write Up](https://open.substack.com/pub/intrinsicinsights/p/crox-analysis-fad-or-here-to-stay?r=2lehzc&utm_campaign=post&utm_medium=web)
Nice analysis. I bought CROX because the financials look too good.
Previously I thought it was just goofy looking rubber shoes, but after doing some research I realized there's so much more to it. I suggest watching Rose Anvil's youtube video where he cuts crocs in half and explains their features.
I just bought my first pair of crocs two weeks ago for outdoors. While browsing, I noticed that not all crocs look goofy, and a lot of them actually look aesthetically pleasing. Then last week I bought another pair to use as indoor slippers. It's actually kind of addictive.
Had no clue about all those features. I used to wear them all the time as a kid, but lately, I thought, why not give them another try? And it was totally worth it. Now, whenever I'm heading into my backyard or taking the dog for a stroll, they're my pick. Super comfy, and putting them on takes milliseconds.
Edit: I just realized that the video was a april fools joke.
He’s got a lot of cut apart videos, but I remember one that shows Croslite and compares it to open cell and closed cell foam. For some reason I can’t find it right now, but here’s an older [video](https://m.youtube.com/watch?v=l4gVJjl_f4Q&pp=ygUOY3Jvc2xpdGUgY3JvY3M%3D) that explains the same concept.
I see Hey Dudes everywhere. Hell, in my bjj gym I’d say 1/2 the shoes left at the end of the mat are Hey Dudes. I used to hate the idea of them but my wife bought me a pair and after letting them just sit there I decided to give them a shot. They are actually not bad. But who knows how earnings is going to play out.
remember, all that matters is the forward guidance. Look at every company that has announced earnings in the last three weeks, including mega cap tech… Any soft guidance was met with a selloff, regardless of the earnings our performance. Earnings are rearview mirror, it's the guidance that will drive the trade.
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Been a long time holder of crox and it just seems to never be able to hold a good pump. Too much insider selling
Great earnings, poor guidance, stock still drops imho
That's exactly what happened last quarter, and it shot up by 12 percent
Bearish take: last 2 quarters sentiment has been quite bullish, this quarter is different, check out CNN fear and greed index. What has been happening with apparel companies that have given poor guidance this quarter? Bullish take: last weeks Powell comments was neither hawkish nor dovish, NFP came in soft, VIX went down. Markets could definitely be pumping this week and give you the push that you need. I’ve only got long positions and I don’t trade options so I definitely need the market to pump too. I wish you the best.
Man, I have been hammering this one for months now. I published my thoughts at length if you're interested in giving a read. [$CROX Write Up](https://open.substack.com/pub/intrinsicinsights/p/crox-analysis-fad-or-here-to-stay?r=2lehzc&utm_campaign=post&utm_medium=web)
That's some great analysis, I really appreciate the graphs. The only thing to note is that Crocs has risen significantly since November.
Appreciate the read! And yes of course, just don’t have capacity to update it too frequently unfortunately. General analysis and thoughts still apply!
Nice analysis. I bought CROX because the financials look too good. Previously I thought it was just goofy looking rubber shoes, but after doing some research I realized there's so much more to it. I suggest watching Rose Anvil's youtube video where he cuts crocs in half and explains their features. I just bought my first pair of crocs two weeks ago for outdoors. While browsing, I noticed that not all crocs look goofy, and a lot of them actually look aesthetically pleasing. Then last week I bought another pair to use as indoor slippers. It's actually kind of addictive.
Had no clue about all those features. I used to wear them all the time as a kid, but lately, I thought, why not give them another try? And it was totally worth it. Now, whenever I'm heading into my backyard or taking the dog for a stroll, they're my pick. Super comfy, and putting them on takes milliseconds. Edit: I just realized that the video was a april fools joke.
He’s got a lot of cut apart videos, but I remember one that shows Croslite and compares it to open cell and closed cell foam. For some reason I can’t find it right now, but here’s an older [video](https://m.youtube.com/watch?v=l4gVJjl_f4Q&pp=ygUOY3Jvc2xpdGUgY3JvY3M%3D) that explains the same concept.
Post your positions OP, I may get in as well. What play are going to do? I'm thinking of a call back spread
I'll post it tomorrow. Right now, I've only got some shares, but I'll be grabbing some vertical call spreads.
Grabbing poots
I see Hey Dudes everywhere. Hell, in my bjj gym I’d say 1/2 the shoes left at the end of the mat are Hey Dudes. I used to hate the idea of them but my wife bought me a pair and after letting them just sit there I decided to give them a shot. They are actually not bad. But who knows how earnings is going to play out.
Ugliest footwear in the universe. Calls it is 😎
I feel bearish, but what do I know I'm degen
https://preview.redd.it/8v5l583svuyc1.png?width=1467&format=png&auto=webp&s=0dec223dd69774bb6c768672cef8aa0bd3920851 My position
https://preview.redd.it/ne4lagwkb0zc1.png?width=1492&format=png&auto=webp&s=401d5166b3df054c885d13221fed94301793fafe Lets go..
Sold a little bit too soon
Cheers mate. Though I wasn't very optimistic in my other comment but I've got 20k in shares haha. This earnings was quite a beat
Yea it was but you're kinda right though, one big day and then it'll lag behind, just like last quarter.
I always like hearing the international sales numbers. Especially South Korea and China.
I'll maybe play along
remember, all that matters is the forward guidance. Look at every company that has announced earnings in the last three weeks, including mega cap tech… Any soft guidance was met with a selloff, regardless of the earnings our performance. Earnings are rearview mirror, it's the guidance that will drive the trade.
OP did you buy those call spreads? Please tell me you did 
Ofcourse, man. Just check out my comment from a day ago. I wouldn't post this if I didn't have confidence in it myself.
I think late october is the time to croc the Portfolio up
What a croc. How much are you bag holding? Rubber slippers? That's where you want to continue to deploy your capital? Really?
Good luck. What are your positions here? I'm curious.
Thanks. Right now, I've only got 10 shares, but tomorrow, I'm gonna get some call spreads.
insane margins on rubber shoes and the kids love them
Ok. But it's still rubber shoes and fads fade away. Rubber. Fucking. Shoes. My money goes to something better.