Detective Fritzy

Forensic Value Department, ex-Goldie, LBOed first SMB in 24

[Detective Fritzy @FritziValue]

Calling $CROX boosted my ego to share my high conviction calls (and I put my money in size)

$ULTA high margin, great moat, low capex, no debt undervalued buiz

$JD still suuuper cheap, expect super high EPS growth, buybacks next earnings

$BBW same than $CROX but on steroids

[Detective Fritzy @FritziValue]

@StockMKTNewz love it. Herballife vs Pershing Square 😅

[Detective Fritzy @FritziValue]

@Jason Vaudeville: classic french bistro with great service and atmosphere

[Detective Fritzy @FritziValue]

@compliantvc Thank you for taking this seriously & generating awareness of this important topic! you might consider tagging more EU bureaucrats and politicians - together we ought to demonstrate our gratefulness and thank them for the crucial and life-changing work their doing!

[Detective Fritzy @FritziValue]

$ulta was just such a no-brainer at below 350$ earlier this year. glad I reloaded the already quite full truck. Amazing buiz, always love to ready their earnings reports.

[Detective Fritzy @FritziValue]

$Ulta doing ulta amazing things.
Rev up, EPS up, Guidance up, same store sales up, beauty is recession proof and they are killing it.
Almost 30% up since I called it 3mth ago.

[Detective Fritzy @FritziValue]

@RZitelmann Javier Milei: "If printing money would end poverty, printing diplomas would end stupidity"

[Detective Fritzy @FritziValue]

@dipinvest Curious what you think about it!

[Detective Fritzy @FritziValue]

@TheIcahnist 100% agree 😇😇 Lets goo

[Detective Fritzy @FritziValue]

@WelfareCapLLC most efficient buiz ever seen… hope they invest more in marketing! will hold until forever!

[Detective Fritzy @FritziValue]

@patientinvestor 100% agree - if AI disrupts them already like everyone is claiming, how is Rev, Fcf, etc. all growing at >10%?

[Detective Fritzy @FritziValue]

@TidefallCapital $CROX is major position for me for almost 2y now. has been painful, but still my highest conviction… trust the process

[Detective Fritzy @FritziValue]

@patientinvestor please add $crox :)

[Detective Fritzy @FritziValue]

@SixSigmaCapital $CROX - very little info on fintwit, despite dirt cheap cashflow maschine, market hates it, numbers say sth else. +sydney sweeney effect. would love to hear your thoughts

[Detective Fritzy @FritziValue]

It’s CROCTOBER everyone! Let’s celebrate the cheapest cashflow maschine out there!
$CROX is a steal, I just cannot think how a re-valuation is inevitable in the next 12mths.

[Detective Fritzy @FritziValue]

@TidefallCapital I could not agree more… its buying $ for 20c at this point.

[Detective Fritzy @FritziValue]

Just reposting… timing is always difficult - still convinced to the MAX

[Detective Fritzy @FritziValue]

$CROX has the potential for an outsized move after earnings:
- very solid Crocs performance
- turnaround of HeyDude due to Sydney Sweeney campaign
- decent growth, amazing cash generation
- dirt cheap meme stock potential

I got lots of options (short-&long dated, low&high delta)

[Detective Fritzy @FritziValue]

wow - whole X is exploding about $BBW
when will this happen to $CROX, $BKE or $IBKR ?
You know where you heard it first 🙃

[Detective Fritzy @FritziValue]

100% up in 1y - $bbw is a real gem! Earnings report today smashed it once again with >40% q1 yoy EPS growth, buybacks, accelerating store openings, high margins, asset light and no debt.

[Detective Fritzy @FritziValue]

@tlivian @TidefallCapital I agree it was stupid to diversify. But I dont know about shareholders being richer without HD. Valuation took a hard hit, from that standpoint I agree, HD is not so bad as it seems tough (in my view) and intrinsic value should be more than most people think.

[Detective Fritzy @FritziValue]

@tlivian @TidefallCapital I think he knows that he fucked up. He has ca. 100mio in stock and compared to competition valuation (15-25pe). he will likely bite his ass over it, since he runs the most profitable company in the sector. Afterall, HeyDude is also still printing cash and profitable.

[Detective Fritzy @FritziValue]

@QualityInvest5 $ADBE 100% agree - earnings next week. when do people realize EPS growth of 10% isnt exactly “AI killing them”?