Alex Morris (TSOH Investment Research) — @AckmanBaby I should've clarified, my $CROX initiation at TSOH Investment Research; here's the link, let me know if you have any questions or feedback.
https://t.co/1sDz8H4LAi↗
Mar 26
Alex Morris (TSOH Investment Research) — From the $CROX initiation: "HeyDude’s turnaround efforts will require attention and investment; there’s a good chance it will be a suboptimal use of those resources... Even if that…
Alex Morris (TSOH Investment Research) — @ManuInvests Initiation research report (my first time looking at $CROX)
Anytime I make a portfolio change, I send an email to paid subscribers at 5pm ET the day before those chan…↗
Alex Morris (TSOH Investment Research) — $CROX CEO Andrew Rees (Sept 2023):
"When we first bought HeyDude, we wanted to be clear to people that this was a scale business... We put out the $1 billion target [for FY24e re…