Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Equity Bottom-Up

<ul><li>Mitchell discusses the success and potential of Crocs, noting its growth and potential for continued success</li><li>Andrew asks if Crocs is a fad or a sustainable business, with Mitchell emphasizing the brand's importance and continued innovation</li><li>Mitchell highlights Crocs' success during the pandemic and discusses potential growth strategies for the future, including the importance of jibbets.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Mitchell discusses the success and potential of Crocs, noting its growth and potential for continued successAndrew asks if Crocs is a fad or a sustainable business, with Mitchell emphasizing the brand's importance and continued innovationMitchell highlights Crocs' success during the pandemic and discusses potential growth strategies for the future, including the importance of jibbets.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Crocs, Inc. has maintained a robust performance in the recent quarter as evidenced by their second quarter 2024 earnings results, underpinned by strategic initiatives aimed at long-term growth and brand enhancement.</li><li>The company reported a record revenue exceeding $1.1 billion, which not only marks the highest quarterly revenue in the company's history but also surpassed the provided guidance.</li><li>This growth was complemented by a significant expansion in adjusted gross margin by 330 basis points and an increase in adjusted earnings per share by 12% to $4.01.</li></ul>

Crocs, Inc. has maintained a robust performance in the recent quarter as evidenced by their second quarter 2024 earnings results, underpinned by strategic initiatives aimed at long-term growth and brand enhancement.The company reported a record revenue exceeding $1.1 billion, which not only marks the highest quarterly revenue in the company's history but also surpassed the provided guidance.This growth was complemented by a significant expansion in adjusted gross margin by 330 basis points and an increase in adjusted earnings per share by 12% to $4.01.

Crocs Inc.: Expanded Global Market Penetration & Innovation Are Critical Growth Levers! - Major Drivers

<ul><li>Crocs, Inc. reported strong first quarter results that exceeded guidance both on revenue and net profit.</li><li>Revenue rose by 7% compared to the prior year, driven by a 16% increase in Crocs brand sales.</li><li>Adjusted gross margins improved 180 basis points to 56%, and adjusted earnings per share grew 16% to $3.02.</li></ul>

Crocs, Inc. reported strong first quarter results that exceeded guidance both on revenue and net profit.Revenue rose by 7% compared to the prior year, driven by a 16% increase in Crocs brand sales.Adjusted gross margins improved 180 basis points to 56%, and adjusted earnings per share grew 16% to $3.02.

Crocs Inc.: Global Expansion and Revenue Growth through New Store Openings! - Major Drivers

<ul><li>This is our first report on Crocs Inc., a company that is well known for its distinctive footwear products.</li><li>The company had a robust year in 2023, setting records and establishing a position of strength as it entered 2024.</li><li>For the full year of 2023, the company reported a 12% YoY increase in total revenues, reaching nearly $4 billion, primarily driven by 19% direct-to-consumer growth at the enterprise level.</li></ul>

This is our first report on Crocs Inc., a company that is well known for its distinctive footwear products.The company had a robust year in 2023, setting records and establishing a position of strength as it entered 2024.For the full year of 2023, the company reported a 12% YoY increase in total revenues, reaching nearly $4 billion, primarily driven by 19% direct-to-consumer growth at the enterprise level.

Crocs Inc.: Initiation of Coverage - Revolutionizing Footwear with Personalization! - Major Drivers

Independent Research, US Dominant Players, Investment Talk

Investment Talk

Independent Research, US Dominant Players

Investment Talk is for readers who wish to learn about companies that are potentially outside of their own circle of research, as well as those who are longing to become part of a community of like-minded investors and learn more about investment research. I would describe myself as a long-term investor who typically takes a 3Y to 5Y outlook, before reassessing once that period matures. I follow the adage that one should research, reach a conclusion, and then verify and continue to hold so long as the thesis remains intact. My own investing style is one that seeks to find dominant players within their respective market who have shown signs of monopoly or oligopolistic behaviour, unlikely to be disrupted, in tandem with discovering market disruptors who have a high likelihood of disrupting their respective market. Equally (and weighted accordingly) I seek to discover more nuanced, misunderstood, situations with a shorter time frame.

Thematic (Sector/Industry)

<ul><li>Beanie Babies, Tamagotchis, fidget spinners, heelys, silly bandz, pogs, pet rocks, mood rings, cabbage patch kids…</li><li>Every generation has its share of fad products, fashion statements, and hairstyles.</li><li>But what separates a fad from a sustainable trend? Understanding the difference between the two can be challenging.</li></ul>

Beanie Babies, Tamagotchis, fidget spinners, heelys, silly bandz, pogs, pet rocks, mood rings, cabbage patch kids…Every generation has its share of fad products, fashion statements, and hairstyles.But what separates a fad from a sustainable trend? Understanding the difference between the two can be challenging.

United States

Crocs, Inc. designs and manufactures shoes.  The Company produces soft, lightweight, non-marking, slip- and odor-resistant shoes made of closed-cell resin material.  Crocs manufactures men's, women's, and children's shoes and markets them to retail chains.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Crocs Inc (CROX US)

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Andrew welcomes Mitchell back to the podcast to discuss the success of Crocs stock, which has seen a 30-40% increase in value and is believed to be...

Yet Another Value Podcast

Crocs Inc.: Expanded Global Market Penetration & Innovation Are Critical Growth Levers! - Major Drivers

Crocs, Inc. has maintained a robust performance in the recent quarter as evidenced by their second quarter 2024 earnings results, underpinned by...

Baptista Research

Crocs Inc.: Global Expansion and Revenue Growth through New Store Openings! - Major Drivers

Crocs, Inc. reported strong first quarter results that exceeded guidance both on revenue and net profit. Revenue rose by 7% compared to the prior...

Baptista Research

Crocs Inc.: Initiation of Coverage - Revolutionizing Footwear with Personalization! - Major Drivers

This is our first report on Crocs Inc., a company that is well known for its distinctive footwear products. The company had a robust year in 2023,...

Baptista Research

Fads and Second Acts

Beanie Babies, Tamagotchis, fidget spinners, heelys, silly bandz, pogs, pet rocks, mood rings, cabbage patch kids… Every generation has its share...

Investment Talk

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)