Year: 2023

Cate Gillon Investment Thesis I believe the question of Crocs, Inc. (NASDAQ:CROX) comes down to one essential question: Is the recent success of Crocs simply a temporary fad, meaning financials are destined to deteriorate in […]

Justin Sullivan Elevator Pitch My rating for Roku, Inc.’s (NASDAQ:ROKU) stock is a Buy. I touched on Roku’s below-expectations Q4 2021 top line and Q1 2022 management guidance with my earlier March 7, 2022, write-up […]