Duuude, this is some great writing (the whole thing), and worth bolding the last bit. hahaha, outstanding!M4 Benelli said:
Im about to sell the farm so I can move from the outhouse to the penthouse on the back of this beautiful footwear. This is beaten down value + growth that is hovering at a P/E of 7. Beginning of the tide occurred with the Hey Dude acquisition which investors found to be unsavory in terms of valuation. Yea Hey Dude isnt too well known to the Walter Crocites of the world, but they are a name to every outdoor enthusiast who ventures Into a Bass Pro. What do Hey Dude & Crocs have in common? Theyre both comfy af. CROX is trying to monopolize the comfy anti-bunion market.
CROX is guiding $6B revenue in 2026. That is a 20% Compound Annual Growth Rate, which is a ton. The FCF yield is double digit, BIGLY. The right hook to the these two Dustin Poirier jabs is that its trading at 9x forward earnings. This is some balls out financials if one were to remove the image of their shoes, while scoffing at them for being anomalously en vogue. Just look at the financials. 20% CAGR and market is paying 9x earnings? Market easily pays 30x for that kind of CAGR on different tickers.
Now if one were to bearishly assume forthcoming snailed growth, no margin improvements at all, nill share buybacks, the stock is worth atleast double than current price.
If Putin, The MSMorons, and OPex monthly shenanigans want to pass this gift down like MANA from heaven, so it shall be. I'll be rocking some Salehe Bembury Crocs with all the tendies that are about to hit my port, with fingers towards the sky.
Stock Markets
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Last: 5 hrs ago by flashplayer
CIDM with a big 6 milly share buy today around .88, maybe that was OA's first rebuy on trading shares.
Ok.......
What the hell did y'all do?
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11
Proverbs 13:11
I drove 420 miles today.
Think it gets back to $180/share or is that an anomaly?
Wait until you see ROKU. 
I drove 3 miles around Bryan and rode 20 on the bike, LOL.Ragoo said:
I drove 420 miles today.
TTT great post, got lost in the frayTxducker said:
I am wondering if all the open interest for expiration tomorrow on qqq puts is going to bring the closing price tomorrow to above 350 so that all these puts expire worthless. It looks 2:1 on put open interest to calls, 350P with largest OI and vol. I bought a lotto 2/18 350C (pure gamble). That would also be mean reversion play back to the daily 5 ema.
Holy cow! That was almost $500 a share in July. Almost 4x the value. What the heck happened? Beat on earnings and small miss on revenue. Surely that thing has a bounce trade here.ProgN said:
Wait until you see ROKU.
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11
Proverbs 13:11
2020 into 2021 was an epic year. Tend to agree.Danwell Home said:
Every day I'm more and more convinced the corona tech boom was the dot com boom of my generation.
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11
Proverbs 13:11
Guided lower too. Wrong day to drop that but I think ROKU was just flushing all the bad news out today and is a buy when the dust clears.FJ43 said:Holy cow! That was almost $500 a share in July. Almost 4x the value. What the heck happened? Beat on earnings and small miss on revenue. Surely that thing has a bounce trade here.ProgN said:
Wait until you see ROKU.
Think I'll stick to things that go boom while y'all sort this out.Ragoo said:
I drove 420 miles today.
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11
Proverbs 13:11
I sure hope so. I know there are several on here that have a LOT of it. That's brutal.ProgN said:Guided lower too. Wrong day to drop that but I think ROKU was just flushing all the bad news out today and is a buy when the dust clears.FJ43 said:Holy cow! That was almost $500 a share in July. Almost 4x the value. What the heck happened? Beat on earnings and small miss on revenue. Surely that thing has a bounce trade here.ProgN said:
Wait until you see ROKU.
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11
Proverbs 13:11
consumer reports will be recommending the Ford Mustang Mach E over other electric vehicles including the Tesla model 3. wonder if F will get a pop out of it.
ROKU is a profitable company that did what, almost 800M last qtr? They're also a candidate to enter the SPX. I'll take a closer look at their leaps tomorrow especially if it's 100 or less.FJ43 said:I sure hope so. I know there are several on here that have a LOT of it. That's brutal.ProgN said:Guided lower too. Wrong day to drop that but I think ROKU was just flushing all the bad news out today and is a buy when the dust clears.FJ43 said:Holy cow! That was almost $500 a share in July. Almost 4x the value. What the heck happened? Beat on earnings and small miss on revenue. Surely that thing has a bounce trade here.ProgN said:
Wait until you see ROKU.
I'll ride my lawnmower around town before I ever buy an EV. The first major manufacturer that doesn't go full tard and expands their ICE vehicles will make a ton of money.cageybee77 said:
consumer reports will be recommending the Ford Mustang Mach E over other electric vehicles including the Tesla model 3. wonder if F will get a pop out of it.
Charismatic Megafauna
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AG
FJ43 said:
Ok.......
What the hell did y'all do?
We're consolidating
Bob Knights Paper Hands
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I could see us buying an EV at some point if it fits our purposes for driving around town and the cost makes sense, which they don't now from what I've seen. I will own and drive a manual transmission gas guzzler as my personal vehicle until the day I die, regardless of future law changes.
On another topic, I wanted to add that I'm drinking Coors yellow-bellies tonight. It's a very small sample size, but has a 100% success rate in driving futures prices green. Doing my part. It takes a spark to get a fire going. Taking one for the team.
On another topic, I wanted to add that I'm drinking Coors yellow-bellies tonight. It's a very small sample size, but has a 100% success rate in driving futures prices green. Doing my part. It takes a spark to get a fire going. Taking one for the team.
Then I think you need to take one for the team (or at least your liver) and drink them 4 nights per week.
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Not on Sundays? Are you a Baptist?
Did we just become best friends!
Bob Knights Liver said:
Not on Sundays? Are you a Baptist?
Figured I'd give you a day to drink something else
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Excellent! And yes, definitely. During February I usually keep a beer cooler on the back porch. I went to the store today and couldn't pass by the 12-pack of tallboys on sale.
All ears bro..... let's go!ProgN said:ROKU is a profitable company that did what, almost 800M last qtr? They're also a candidate to enter the SPX. I'll take a closer look at their leaps tomorrow especially if it's 100 or less.FJ43 said:I sure hope so. I know there are several on here that have a LOT of it. That's brutal.ProgN said:Guided lower too. Wrong day to drop that but I think ROKU was just flushing all the bad news out today and is a buy when the dust clears.FJ43 said:Holy cow! That was almost $500 a share in July. Almost 4x the value. What the heck happened? Beat on earnings and small miss on revenue. Surely that thing has a bounce trade here.ProgN said:
Wait until you see ROKU.
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11
Proverbs 13:11
lol, i'll ride the back of your mower and buy our beer before I buy an EVProgN said:I'll ride my lawnmower around town before I ever buy an EV. The first major manufacturer that doesn't go full tard and expands their ICE vehicles will make a ton of money.cageybee77 said:
consumer reports will be recommending the Ford Mustang Mach E over other electric vehicles including the Tesla model 3. wonder if F will get a pop out of it.
quite the rippy on futures around 7:30, no idea what it was, but 4400 back on the table.
Please don't drive the futures too green! A flat open would be preferred.Bob Knights Liver said:
On another topic, I wanted to add that I'm drinking Coors yellow-bellies tonight. It's a very small sample size, but has a 100% success rate in driving futures prices green. Doing my part. It takes a spark to get a fire going. Taking one for the team.
Bob Knights Paper Hands
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We gotta get a big futures push if QQQ is going to reach $365 by close tomorrow.
talmboutBob Knights Liver said:
We gotta get a big futures push if QQQ is going to reach $365 by close tomorrow.
$QQQ You ready ? pic.twitter.com/AkS5KqKOyl
— Xclusive Trading (@XclusiveTrading) February 18, 2022
It's either going to bounce or hop out with no parachute
That H pattern is jaw dropping. Its America though. We need more exciting news to blow out the bottom. Maybe war starts tonight? Or a manufactured war. Or something else fun….
ROKU does also have a gap down to $96.8 from 4/13/20. Not sure if it will go low enough to fill it, but if it reaches $100, it may go ahead and flush to it.
I have a feeling TSLA is going to bounce tomorrow. May pin it at $900.
Bob Knights Paper Hands
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I'm joking about QQQ to 365. There's no way that's going to happen, but I have some lotto flies there. I also have TSLA flies for 925 and SPX for 4500. Not gonna happen, but it would be amazing if it did.
I have it drawn differently than you, but think it bounces also to stay in my bear pennant, next week will be breakout either way. Though if it breaks down tomorrow, will likely breakout tomorrow.
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