$CROX Crocs Tape Reports
Per Ticker.id: $CROX Crocs Tape Reports — 9 podcast mentions across 4 podcasts (30 days), latest 2026-08-25 20:30 UTC.
I was reading the Wall Street Journal this morning and one of the, like, lead stories was on Crocs. And I kind of felt like that scene in Star Wars where it's like, oh, that's a name I haven't heard in a very long time. You know, it was actually interesting. They were talking, kind of taking the opposite approach of Dick's Sporting Goods where it's like, we're going to hold back some of our production and clear some inventory. Yeah, we're going to take it on the chin now, but it's a strategy that worked out pretty well and the stock is benefiting a lot from it. And that kind of, hey, this is a company we haven't discussed in a while. It was a kind of an interesting story. I wanted to take that a little bit step further. We're coming to the end of earnings season here. We've got Nvidia tomorrow, which we're definitely going to cover, but there's not certainly not as many coming to the fore right now. So with this quarter coming to the close, I wanted to give you guys an opportunity to maybe highlight a company that may have fallen through the cracks when we were trying to cover stuff with earnings that we didn't get to, but you're like, I really liked, or maybe you didn't like what you saw. Matt, I want to start with you. You said you wanted to talk about Walker Dunlop.
Tyler Crowe — Motley Fool Hidden Gems Investing · Dick’s Sporting Goods has a Foot Locker Problem · 2026-08-25I feel like I hear Crocs more than you do because that's all my son will wear. Uh, so very fair. They're, they're not, they're not def— they're not like yesterday's shoe by any means. Uh, but yeah, I wanted to call out Walker Dunlop. Of all, it's a stock I've owned in my portfolio for a while, and I feel like it didn't get enough attention, or at least the right kind of attention, after its earnings report. The headline numbers were ugly, and understandably, that's what the market fixated on. Earnings were down sharply year over year. The company had $23 million in charges tied to loan repurchases from a fraud investigation. There was a $21 million credit loss provision. But below the surface, there was a lot to like. You and I have repeated the same thing about not just Walker Dunlop, but a lot of these real estate companies. They just need the real estate market to turn around and then everything's going to be fine. We've repeated that line how many times, Tyler? But their market share is growing. They're a leading originator of multifamily loans guaranteed by HUD, by Fannie, by all the government agencies. Their market share in that went from about 11% at the start of this year to over 14% now. That's the kind of thing that sets itself up nicely for when the market recovers. It's not just the rising tide lifts all ships. Companies that are growing their market share in the tough times are better set up to capture that rebound. The servicing portfolio, which is part of the business a lot of people overlook, not only grew 6% year over year, it's predictable revenue. These are loans, they get a little fee every time someone pays their loan. But over 50% of that servicing portfolio, which is about $146 billion worth of loans, over 50% matures within 5 years. That creates a built-in pipeline of refinancing where they actually make a lot of money from. The stock trades for less than 10x adjusted earnings right now. It trades there for a reason, but there's more to like in this earnings report than the market gave it credit for.
Matt Frankel — Motley Fool Hidden Gems Investing · Dick’s Sporting Goods has a Foot Locker Problem · 2026-08-25It's also interesting too. I think this was a Chris Abdel-Messih-ism. He was talking about, he likened it to the croc's eyes coming out of the water. It's like the Ken Griffins and the other people, the people who think about not just what the returns are going to be, but they, they worry about the existential questions like, will the markets open tomorrow?
Jack Forehand — Excess Returns · Only 2.7% Beat the S&P for 20 Years | Ian Cassel on What Elite Stock Pickers Do Differently · 2026-08-25Just based on your mega-cap valuation, I would guess that it's going to be Well, you see, it's so hard now because Anthropic, like the two big guys, have not IPO'd yet. So we have no idea. And that's where all the money is, by the way. Like these hyperscalers, the people we've talked about, the NVIDIA, the Googles, the SpaceX. SpaceX is doing Crocs. So that's a little bit of AI. It's questionable how good it is. But I think the guys at the top, the guys and girls making the models, that's where all the money is going to originate from. And we have no idea what those are going to be. So, man, a prediction. I would say it'll probably be bigger, like these mega-cap companies will have a bigger market cap, but some of them will be far diminished and some of them will be far greater. Some of them will start to pull ahead and others will fall behind.
Carl Jensen — BiggerPockets Money Podcast · The Bear Case vs The Bull Case for Megacap Tech · 2026-08-21You're so informed about the company. That's not too bad. And yeah, that was part of it and it did go well. I think he primarily did it because he genuinely felt like the new CEO would do a better job considering the current size of the company, Because again, sort of going from a small cap to a mid-cap by now, but it was also surprising. I gotta say that. And they also introduced new products just briefly before that, that are aimed more at the micro and small businesses. And you could argue that it's generally a good thing, but I sort of like the sole focus on remittances and I hope they will keep that as their primary focus because there's a whole lot of competition in the enterprise space, right? Micro businesses and solopreneurs are different. But it's the first step to go into this SMB space, small and medium businesses. And there are just a lot of companies competing for the same customers there. But anyway, the point is things change quickly and a thesis can break pretty fast, and that makes things a lot more difficult for us publicly in the format that we currently have. And just another good example for that situation that actually costs us money is Crocs. It's a company that I covered last year and Despite my aversion to fashion retail, which is to me what payments is to you, Crocs seemed very attractive at $70 per share. So we established a position betting on, you know, the massive cash flows, the buybacks, and also the low single-digit multiple that it had back in the day. And this was more of a trade than a long-term investment. I think that's fair to say. And technically it worked out quite well. The stock has almost doubled by now. Unfortunately, we sold too early and despite making a nice, I think it was a 40 to 50% gain, we left some cash on the table, and that was primarily because we lack time to keep track of these smaller positions. And at the same time, making those trades larger positions just adds more downside risk since they definitely come with a wider range of possible outcomes. And we talked often about how you shouldn't look at these valuation models and just take the fair value for granted.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley · 2026-08-16Yeah. Positions like Crocs are also why we decided to do more episodes where we spend time revisiting businesses that are already in our portfolio or on our watchlist as opposed to covering new businesses only. And so, I mean, we've looked at over 90 businesses now and we have a very long watchlist to work with, We can only turn that into a competitive advantage if we actually keep up to date on these companies. So that's our challenge. And that's obviously even more important for the portfolio positions. Last year, we spent a lot of time allocating all of the capital in the portfolio. So we had fewer positions, but now we own 15 or 16 companies and it just takes more time to keep track of them. And speaking about companies that were on the watchlist, Where a revisit might've paid off well. How about we talk about a group of companies that were the best performers among the companies we covered but didn't invest in for one reason or another. And just because we put a company in the too hard pile clearly does not mean that the stocks can't still perform very well. And at first they do all seem different, but one way or another, they're all connected by the fact that they're beneficiaries of this AI trade. So, if we start with TSMC, Taiwan Semiconductor, that's a company you pitched in May of last year and it's been a double.
Shawn O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley · 2026-08-16For fun, I compared searches for the metaverse to something random, Crocs. Those ugly foam shoes consistently outpaced metaverse searches even at its peak hype moment. If more people were Googling Crocs than the supposed future of human interaction, Maybe the metaverse wasn't as inevitable as everyone claimed. I started calling this the Crocs test. It's held up surprisingly well. The Crocs test correctly predicted the collapse of Quibi, NFTs, and Virgin Galactic. Stories exist to be shared. We tell them to entertain, teach, connect, and move other people. Storytelling is a service, a way of charting a path, yes, but also a mechanism for generating the hope needed to sustain us on our journey. A well-told story creates a bridge between storyteller and audience, unlocking emotions in all directions. Scott, who the New York Times likened to Howard Stern, always sharp, sometimes crass, gets surprisingly emotional on stage during his presentations. He almost cried while giving his TED Talk, and I almost cried reading the comments on YouTube, not because we were receiving praise, but because we'd given hope. Good stories help us recognize feelings we couldn't name, experiences we believe no one else shared, and insights we knew but couldn't articulate. As Walt Disney said of storytellers, we instill hope again and again.
George Hahn — The Prof G Pod with Scott Galloway · No Mercy / No Malice: The Prof G Storytelling Playbook · 2026-08-15Crocs.
Lindsay Schwimmer — The Fox News Rundown · Business Rundown: Costs, Waitlists and the Summer Camp Survival Guide · 2026-08-14