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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.
Tidefall Capital LP finished Q4 2024 down -1.3%, bringing its full-year 2024 return to 19.5% and since-inception CAGR to 28.8%. The letter outlines...
— Trevor Scott
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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...