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  • New Brands Put Wolverine Stock in Play to Double

    Published: October 17, 2013

    WWWNKEDECKSKXCROX

    At $58.88/share, WWW shares today trade at 21x 2013 consensus EPS and 17x 2014 consensus EPS estimates. A long investment in WWW shares present an asymmetric risk/reward profile whereby I see an opportunity for compelling returns and minimal risk of capital over a 3 year holding period. I expect ...

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  • Fair Warning: Crocs Is a Legit LBO Target

    Published: May 08, 2013

    CROXNKEDECKSHOOWWWSKX

    A private equity buyer could take Croc’s private at ~8.5x EBITDA, with modest leverage. Including off-balance sheet operating leases, the lease adjusted leverage is only 2x today, that could support at least an additional 4x. The PE firm would need to bring retail expertise in order to help execu...

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