Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing

Yet Another Value Podcast

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the third time to share his thesis on Xometry, Inc. (NASDAQ: XMTR), the global AI-powered marketplace that connects buyers with suppliers of custom manufacturing services.

Chapters:

[0:00] Introduction + Episode sponsor: Fundamental Edge

[2:23] What is Xometry and why is it so interesting to Mario Cibelli

[5:42] $XMTR creating marketplace for industrial manufacturing / problem the company is solving

[19:48] Value proposition of the $XMTR network/marketplace

[24:20] Mechanics of the marketplace, customer experience, how it works

[26:26] Cutting out the middleman ($XMTR in this case) risk / are they more like Uber or Angie's List?

[35:05] "Instant Quote" / what can $XMTR evolve into

[41:15] Cyclicality

[46:47] Valuation / headwinds (and addressing them)

[58:01] Short interest and what keeps Mario up at night about $XMTR

[1:08:54] Execution risk

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