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A Few Thoughts on Planet Q2
Own the business, not the stock
 • 
Tim
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Investment Idea #2: Crocs (NASDAQ: CROX)
 • Tim
6
What's Behind the Rise of Crocs?
 • Tim
Investment Idea #1: Spire Global (NYSE: SPIR)
 • Tim
7
New
Top
Community
A Natural Consolidator?
Understanding Planet's acquisition history
 • 
Tim
What's Behind the Rise of Crocs?
Understanding the brand's secret sauce
 • 
Tim
Investment Idea #2: Crocs (NASDAQ: CROX)
Two durable brands. Capable management. Industry-leading profitability. Cheap valuation.
 • 
Tim
6
Investment Idea #1: Spire Global (NYSE: SPIR)
Unique capabilities in space supported by excellent long-term economics
 • 
Tim
7
Sonos: More Than Great Sound
What about the brand?
 • 
Tim
How I Invest
Unconventional Value Philosophy
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Tim
What if Upstart is a Good Business?
Good business model, great management, cyclical market.
 • 
Tim
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