Stock Talk · by Felix Weber · 2026-09-24

CROX is the weirdest stock I respect now

I wrote it off as foam shoes and meme fashion way too long. Then I actually looked at margins, brand staying power, and how much cash the business was producing. Doesn't mean it's elegant. Just means the market sometimes hides real operators inside products you don't personally wear.

Still a cyclical-ish consumer name with fashion risk, so I'm not building a shrine. But I stopped laughing.

84 sparks · 6 comments

Comments

Rizky Pratama · 9 likes

This was me with Deckers too. Turns out ugly products can mint beautiful numbers.

Noah Miller · 3 likes

I own it and refuse to buy the shoes. Boundary maintained.

Amelia Hughes · 1 likes

The acquisition debt scared me more than the clogs ever did.

Felix Weber · 0 likes

Same, that was the part that made me slow down and read deeper.

Paper Lantern · 1 likes

Retail investors struggle when the product grosses them out personally.

Maia Brown · 0 likes

Best performing name in my account at one point. Very humbling for my aesthetic opinions.