I agree. Till now, no one has been able to point to one bad thing in the ER. Seasonality is an issue? They're kidding, even AAPL has seasonality. They say it has only one product: Well Hansen has only monster, Microsoft was built on Windows and Intuitive surgical sells Da Vinci only. Its just a short-attack, and a great value play here too.
hi Amit. Brilliant call. I just saw your article yesterday morning, and though I did not short Crox, I liked your reasoning behind the move. Incidentally, I happened to look at your bio, and its exactly what I want to do in my career. I am applying to Business School, and in the long term I want to setup a fund. Will be great if I could bother you with some of my questions, in the future. thanks
Crocs Falls 36%: Time to Buy [View article]
Keep the faith.
Crocs Falls 36%: Time to Buy [View article]
They say it has only one product: Well Hansen has only monster, Microsoft was built on Windows and Intuitive surgical sells Da Vinci only.
Its just a short-attack, and a great value play here too.
Why I'm Shorting Crocs [View article]
Brilliant call.
I just saw your article yesterday morning, and though I did not short Crox, I liked your reasoning behind the move.
Incidentally, I happened to look at your bio, and its exactly what I want to do in my career. I am applying to Business School, and in the long term I want to setup a fund.
Will be great if I could bother you with some of my questions, in the future.
thanks