[First Take] Crocs, Inc. (CROX US)
Interesting arguments, thanks for the write-up.
Thanks for your kind words!
As promised in the “Coming up next” section in my analysis of Crocs, Inc. (CROX), I’ve just published my thoughts on Evolution AB (publ) (EVO SS).
I decided to pass on EVO.
I believe the market is underestimating the regulatory risks.
Based on my analysis of working capital trends, demand in 2026 looks set to weaken further. Yet, the consensus is still too optimistic.
Read my analysis here: https://angsanaanderson.substack.com/p/evolution-ab-after-falling-65-how?r=5rl2u5
Interesting arguments, thanks for the write-up.
Thanks for your kind words!
As promised in the “Coming up next” section in my analysis of Crocs, Inc. (CROX), I’ve just published my thoughts on Evolution AB (publ) (EVO SS).
I decided to pass on EVO.
I believe the market is underestimating the regulatory risks.
Based on my analysis of working capital trends, demand in 2026 looks set to weaken further. Yet, the consensus is still too optimistic.
Read my analysis here: https://angsanaanderson.substack.com/p/evolution-ab-after-falling-65-how?r=5rl2u5