Mario Cibelli - Seeing Value in SMID

The Business Brew

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1y ago 1:36:58

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Mario Cibelli stops by the Business Brew to discuss his views of the world as it exists today. Mr. Cibelli is the CIO and Managing Partner at Marathon Partners Equity Management, LLC. This conversation covers why SMID caps might be an interesting opportunity at the moment, when companies should and should not be public, how Mario does his research, being involved and adding value to management teams, and much more.

Shout out to Stratosphere.io for sponsoring the show. It was a pleasure to pitch your product. Keep up the good work!

Thank you to @mathewpassy and the team at The Podcast Consultant for producing the show.

Detailed Show Notes 3:45 - Mario's background

10:45 - Why is today exciting in SMID caps

22:00 - What types of companies "should not be public?"

38:30 - How Mario cracked the code on Netflix vs. Blockbuster back in the day

42:20 - Adding value to management teams

50:30 - Did Zuck start a trend in Silicon Valley?

53:37 - What might be a tough place to invest in over the next 3 years.

57:30 - How Mario thinks about investing in Uber

1:09:10 - How low share prices may end up driving business improvement

1:12:20 - "Your normal is someone else's nightmare"

1:16:40 - Is there opportunity to invest alongside Mario Gabelli?

1:25:10 - Large companies have really big marketcaps. Can they justify those going forward?

1:33:40 - Bechle and tequila

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