In this special episode, Elliot sits down for a deep dive with Mario Cibelli, Founder and Portfolio Manager at Marathon Equity Partners.
Mario recorded this episode on the 24th anniversary of the launch of his main fund, and in reflecting on that milestone, he shares his wisdom with "A Stock Picker's Guide for Surviving 20+ Years in the Business."
Mario discusses his background and some historical investments before diving deep on Stitch Fix and the opportunity the company has in the apparel vertical for customers and brands alike, built around a culture infused with data analysis.
Mario then summarizes the opportunity in shares of Just Eat Takeaway in the consolidating food delivery space.
Enjoy the conversation!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.