Mario Cibelli

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, 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.

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 of Marathon Partners Equity Management, shares two decades of investment wisdom. He reveals how his firm predicted Netflix's rise using insights from Blockbuster's distribution. Visiting distribution centers is highlighted as a game-changer for identifying potential investors' advantages. Cibelli also dives into the tequila market, spotlighting Becle's growth and agave price trends. Finally, he discusses cornerstone insights that have shaped investment strategies, emphasizing the importance of deep analysis amidst fast-paced market changes.