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Unconventional Value

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2024 Annual Letter

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Subscriber Update

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Continued thinking on CROX

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Update on Investment Idea #1

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A turn for the worse

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An informative Glassdoor review: A fine point on Planet's GTM struggles

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How I Invest #2: Continued thinking on the subject

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How People Use Planet's Data: Agriculture: Commentary on a customer index (of sorts)

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A Few Thoughts on Planet Q2: Own the business, not the stock

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A Natural Consolidator?: Understanding Planet's acquisition history

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What's Behind the Rise of Crocs?: Understanding the brand's secret sauce

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Investment Idea #2: Crocs (NASDAQ: CROX): Two durable brands. Capable management. Industry-leading profitability. Cheap valuation.

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