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The Archives section contains a collection of historical blog posts, discussions, economic trends and other historical writings from The Disciplined Investor. The information found here may be out of date and no longer relevant to the current environment.

Letter to Crox Shareholders from the PCEO

I was so happy for all of the directors and shareholders as I have seen so many making millions as the share price of Crocs moved up. Actually, as a group we, the insiders were able to sell $258,892,051 of shares over the last 12 months. On behalf of the following friends I would like to say a big, big thanks you to all of you who have propelled the stock price higher during the past 30 days

The Rental Car Gas Game

There I was, once again moving towards the counter, readying to get beat by those smart people who silently laugh at me as I ask seemingly stupid questions. It is clear that they know what I am going to ask even before I ask. I am convinced that they know just how to answer me in order to confuse me even more.
It is their job and they are damned good at it! You now who they are... I am talking about the highly trained and very sly counter clerks of the "evil" Rental Car Companies. Let me ask thi

Adobe earnings seen benefiting from CS3

There are several calls coming from the street today concerning Adobe. Shares have been flat for some time and now that the release of the much anticipated Creative Suite 3 (CS3) has been met with such success, there may be an opportunity to celebrate. The product line up that Adobe has brought to the take is rather impressive. From the smooth running and very popular Photoshop to the now Mac friendly Premiere Pro, the line has a very impressive depth for graphics artist, web designers and for p

Ebay Follow Up – Still Coming up Short

On March 19th 2007, I wrote an article concerning the seemingly epidemic scam that were personally affecting me on eBay. In doing so, I pointed out that this could be a recipe for disaster that could financially propblematic for eBay as their reputation and trust could be at stake. (Article). At that time, the stock was hovering around $32.

Crocs…The Emperor’s New Shoes

It seems that Crocs Inc. ( CROX ) believes that they are going to be more than a fad. In fact, they are doing everything to expand beyond the casual sandal that has made them so popular. Crox is becoming a favorite of the message boards. Now it is time to think about shorting this stock SHORT

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