Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Yet Another Value Podcast

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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