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u/Multibagger-App

2 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%+0.9%+0.9%
3d22150%+0.9%+0.9%
1w22150%-3.5%-3.5%
1m22150%-10.0%-10.0%
3m22150%-15.5%-15.5%
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$BIRKr/ValueInvestingValue Articlebullish
u/Multibagger-App · 114d ago1 prior · 50% at 3mo

The Underestimated Shoe: What a Foam Clog and a Cork Sandal Say About Staying in Your Lane

Birkenstock demonstrates durable, consistent profitability by sticking to its single core product—a cork footbed essentially unchanged since 1774. With stable ~25% operating margins, disciplined wholesale/direct mix, and no distracting acquisitions, it represents a more reliable value play than Crocs' margin-diluted profile.

At post $40.61Now $36.30-10.6% since postedas of Nov 13, 4:45 PM ET
1d+0.0%
3d+0.0%
1w-0.3%
1m-12.2%
3m-20.4%
6m—
1y—
original post →
$CROXr/ValueInvestingValue Articlebearish
u/Multibagger-App · 114d ago1 prior · 50% at 3mo

The Underestimated Shoe: What a Foam Clog and a Cork Sandal Say About Staying in Your Lane

Crocs faces deteriorating margins and negative capital returns due to its struggling $2.5B HEYDUDE acquisition, which posted two consecutive years of double-digit revenue declines. While the core Crocs brand remains strong with >20% operating margins, the acquisition has dragged consolidated operating margin down to 3% from a 26% three-year average and turned return on invested capital negative.

At post $132.47Now $163.72+23.6% since postedas of Nov 13, 4:45 PM ET
1d+1.7%
3d+1.7%
1w-6.7%
1m-7.8%
3m-10.6%
6m—
1y—
original post →

End of results.