Mitchell Scott
Founder and Portfolio Manager at Choice Equities Capital Management
Best podcasts with Mitchell Scott
Ranked by the Snipd community
Sep 22, 2024 • 1h 1min
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
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.
Aug 24, 2023 • 52min
Choice Equities' Mitchell Scott making the case that $CROX is not a fad
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.
