Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on his Crocs, Inc. (NASDAQ: CROX) thesis and Mitchell's thoughts on Magnite $MGNI.
For more information about Choice Equities Capital Management, please visit: https://choice-equities.com/
First appearance on $CROX: https://www.youtube.com/watch?v=hzYLXDJZIaE
Podcast on $MGNI with Dan Day: https://www.youtube.com/watch?v=we2o8Jw7Hno
Ryan O'Connor's piece on $MGNI: https://www.crossroadscap.io/documents/trust-busting-update
Chapters:
[0:00] Introduction + Episode sponsor: Daloopa
[1:36] Update on $CROX thesis
[4:22] How has Mitchell's views on whether $CROX is a fad changed (or not)
[7:26] Crocs' partnerships driving the brand
[10:05] Macro consumer, consumer weakness, anything of concern for $CROX / margins
[15:05] HeyDude acquisition
[21:00] What does Mitchell see that makes $CROX an alpha opportunity
[22:46] $CROX capital allocation moving forward / final thoughts on $CROX
[26:56] What is Magnite and why are value-oriented event investors on the small-cap side talking about to this company?
[30:45] What does Mitchell see that makes $MGNI an alpha opportunity
[35:06] $MGNI's Netflix and Disney deals
[38:17] Big customer wins squeeze take rates down for $MGNI?
[44:39] Why isn't $MGNI growing faster?
[47:53] Key to unlocking personalized ads on CTV streaming, is $MGNI key to this?
[52:19] $MGNI bear case / insider selling
[54:21] Google DOJ anti-trust case and how it affects $MGNI
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