Daily Ideas·Analysis·CROX·2026年2月17日

Reverse Engineering Buffett: The 7× EBIT Yardstick

TAILWIND HOLDINGS
Substack

The article analyzes Warren Buffett's investment strategy of paying around 7x EBIT for businesses. It uses CROX as an example of a company that fits this criteria, with a P/EBIT of 5.9x based on the last 5 years' EBIT and an average ROIC of 35.7%.

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