I have no way of predicting consumer sentiment but the market certainly punishes stocks such $CROX (Crocs Inc) and $LULU (Lululemon Athletica Inc) when consumer sentiment is going down.
That's why even though both companies were undervalued for a long time, I waited for a big margin of safety before investing.
I still Crocs is massively undervalued as for Lululemon, it is undervalued but there are better opportunities in the market right now.... Show More
Approccio disciplinato! Aspettare un margine di sicurezza solido è essenziale, soprattutto in fasi di debolezza del sentiment.... Show More Translate
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