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u/Possible_Crow606

2 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$PYPLr/ValueInvestingStock Analysisbullish
u/Possible_Crow606 · 408d ago1 prior · awaiting results

One of the most selective investors ever is buying Crocs and PayPal

PayPal's core Branded Checkout faces pressure from digital wallets, but Braintree processor growth and substantial 10% buyback yield provide shareholder returns and value on a multi-year underperformance.

At post $68.76Now $52.41-23.8% since postedas of Sep 18, 4:30 PM ET
original post →
$CROXr/ValueInvestingStock Analysisbullish
u/Possible_Crow606 · 408d ago1 prior · awaiting results

One of the most selective investors ever is buying Crocs and PayPal

Crocs trades at a cheap 8x FCF multiple with room for continued growth, though near-term headwinds from tariff concerns and guidance pullback present risk.

At post $82.88Now $122.24+47.5% since postedas of Sep 18, 4:30 PM ET
original post →

End of results.