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Crocs: Fashion Icon or Value Trap?
August 24, 2025 | Today’s company? Let’s just say its designs are far more polarizing. I’m talking about Crocs. But hear me out. If you liked Lululemon’s margin profile and returns on capital, then let me tell you, Crocs is right there.
Lululemon: Still the King of Athleisure?
August 17, 2025 | Despite its incredible fundamentals, Lulu’s stock is depressed, trading down sharply from a valuation of 65x earnings just 18 months ago(!) Consider us intrigued.
Remitly: Remittance Giant or Crypto Casualty?
August 10, 2025 | Now, a company that is more familiar to most of us is Uber. Perhaps it’s a stretch, but I’ll make the argument that Remitly and Uber have some interesting similarities. And if you're wondering what a remittance company could possibly have in common with a ride-hailing platform, I’d advise you to stick around for this deep dive.
