In this video, Daniel and Shawn revisit Crocs ($CROX). Crocs was researched by the two a couple of months ago. At the time, they couldn’t get comfortable with the valuation. Fast forward to today, the stock is down another 30%, and despite the short-term challenges, it now looks like a potentially attractive opportunity. As a result, Daniel and Shawn decided to add Crocs to the Intrinsic Value Portfolio at a price of $73 per share, making it a 2.5% position.
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