Crocs: For Now, Stability And Capital Allocation Are More Important Than Growth
I focus on strong companies undervalued by the stock market. Corrective forces often correct the valuation of these "mispriced" stocks back to their intrinsic value. These forces may range from activist investors' proxy fights, leadership and strategic changes, spin-offs, and the cyclicality of the industry, among others. My objective is to identify them before they occur, as I believe that stock return overperformance will stem from these types of investments.Analyst’s Disclosure: I/we have a beneficial lo ...