Mario Cibelli from Marathon Partners on $UBER
About this episode
Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed, talks about his background, how he invested in Netflix in the early 2000s, and his current investment in Uber.
We also dive into two of his twitter threads: one on how interviewing the management at Expedia changed how he looked at companies, and one on how a due diligence trip to a Netflix Distribution Center opened his eyes to Netflix's moat.
Get every episode summarized
Each time Yet Another Value Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Yet Another Value Podcast
UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shar...
Yet Another Value Podcast
Zack Buckley on $PRTH's take private
Yet Another Value Podcast
$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
Yet Another Value Podcast
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Cap...
Yet Another Value Podcast