Trade Call: Buy Crocs (CROX) for Brand Revitalization and Buyback Yield

16 days ago

Brett

"there are a lot of stocks in big draw downs and this is one of them. I actually don't have the exact numbers here. It's a company here that we've talked about and I'm breaking one of my rules on investing in apparel. I am buying Crocs and I listed in the Substack chat. I just wrote out a little I didn't do a full newsletter. I think I'm going to do one here shortly on the company and why I'm buying. I don't know the exact allocation. Again, I'll do that in the newsletter which the link will be directly in the show notes. I just have a couple of lists of what made me want to buy a little bit of an invest versus then investigate scenario where I've followed the company for many years but I don't have like my full-on model and write up and thoughts fleshed out."

Brett unveils an actionable trade call to buy Crocs (CROX) despite typically avoiding apparel stocks. He cites brand revitalization efforts, strategic ambassador partnerships, and strong buyback yields as key catalysts. Although he has not detailed his full allocation or long-term model, his invest-versus-investigate approach suggests high conviction in the turnaround story.

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