Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, shares insights on Crocs, Inc. and Magnite. He updates his investment thesis on $CROX, discussing its transformation from a fad to a sustainable brand, alongside strategic partnerships and the impact of the HeyDude acquisition. Mitchell also explores Magnite’s role in digital advertising, highlighting its partnerships with Netflix and Disney, and the challenges in CTV ad personalization. His thoughts on both companies reveal potential opportunities for savvy investors.

Mitchell Scott, founder and portfolio manager at Choice Equities Capital Management, joins the podcast to make the case that Crocs is not a fad. They discuss the growth story of Crocs, its valuation, and the patent protection on the product. They also delve into the core customer base, the acquisition of HEYDUDE, and the future of Crocs' apparel line. The episode explores the challenges of knock-offs, the impact of COVID-19, and the marketing potential of the brand.