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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In contrast, American shoe brand Crocs (NASDAQ:CROX) delivered record second-quarter revenue, with the Crocs brand passing US$1bn in revenue in a quarter for the first time, and raised its full-year outlook. Underneath the headline,...
— Steve Johnson
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Other investors who've written on Crocs, Inc.
CROX is a global footwear company best known for its iconic clogs. It is a...
In April, Crocs was pitched as a contrarian investment due to its undervaluation and potential for deleveraging and share buybacks. The stock reached...
More institutional theses from Forager International Shares Fund
Wix.com operates a cloud-based web development and hosting platform enabling individuals and businesses to build and manage digital storefronts and websites without coding expertise. The manager initiated...
Northsand is a Japanese information technology consulting firm focused on enterprise digital transformation and legacy IT modernization. The manager maintains...
Builders FirstSource is the largest specialized distributor of building materials, trusses, prefabricated components, and lumber to US home builders. The manager liquidated...