Mario Cibelli

Mario Cibelli, an investor at Marathon Partners and a returning guest, dives deep into Remitly's journey. He contrasts Remitly with competitors like Wise and discusses how market fears surrounding stablecoins could affect its growth. The conversation explores risks like fraud and regulatory hurdles, alongside new product introductions like Remitly One. Mario argues that the market might misinterpret Remitly's long-term potential and highlights how narrative shapes its valuation compared to peers.

Mario Cibelli, managing partner at Marathon Partners Equity Management, discusses the negative sentiment towards small caps and the underperformance of small caps in comparison to the S&P 500 and the Russell 2000. The podcast explores the rise of big tech companies, the potential for significant changes in small companies, and the value of investing in companies beyond the index. It also delves into the advantages of active management in small cap investments.

Mario Cibelli, Managing Partner at Marathon Partners, discusses the innovative marketplace created by $XMTR for industrial manufacturing. Topics include network/marketplace value proposition, mechanics of the marketplace, cutting out the middleman, 'Instant Quote' feature, valuation, execution risks, and addressing headwinds.

Mario Cibelli and Ram Parameswaran, both expert portfolio managers, delve into Uber's complex business model and stock potential. They discuss how network effects drive Uber's marketplace while confronting challenges like corporate culture and regulatory hurdles. The duo explores Uber's financial insights post-COVID, highlighting shifts in demand and pricing strategies. They also consider innovative paths, such as a potential membership model, and the importance of talent and innovation in solidifying Uber’s future in the competitive rideshare landscape.

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, discusses Remitly Global, a leader in digital remittances. He highlights the market's oversight in valuing $RELY and delves into customer trust issues and transaction complexities. The conversation addresses the competitive landscape between Remitly and Wise, as well as the operational hurdles posed by cybercrime. Cibelli also evaluates the potential of stablecoins in transforming remittance costs while pondering what keeps him up at night regarding his investment thesis.