IshfaaqPeerally
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.
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