Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Mario Cibelli Profile picture
@mario_cibelli
Sep 23, 2020 • 4 tweets • 1 min read • Read on X
I think this is 5 trades for 1-800 Contacts since leaving the public markets. Earnings have to be up materially since going private.
It’s going to take some time for me to add to my story of this rule breaker but mixed into all this is a fascinating case study of public vs private professional ownership.
1-800 captured much more value for its owners as a private entity than a public one and at some level that is unfortunate
Diversified ownership versus concentrated ownership of the same stake can make all the difference in the world as to how decisions are made at a company. This nuance played a large role in 1-800's fate of going at it as a private entity

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Mario Cibelli

Mario Cibelli Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @mario_cibelli

Mario Cibelli Profile picture
Dec 15, 2024
My instinct is that the narrative of $UBER as a big loser as AV tech develops has probably gone too far in the near term. I don’t have a high conviction opinion at this point but am increasingly skeptical that recent price action in perceived winners & losers is fully rational.
The futurists have certainly won the perception battle since the election but it is still very early innings in the ride hailing business and Uber’s scale, expertise and unrivaled data should keep them very much in the hunt for AV nirvana in ride share.
A few things I’m thinking about recently:

Can AV utilization rates be maintained outside of narrow core urban geos?

Who is best suited to own taxi AV fleets in a larger, broader rollout? Who is best suited to funnel demand to the owners of these vehicles?
Read 9 tweets
Mario Cibelli Profile picture
Aug 11, 2024
Mixing it up a bit with an old school/fintwit 1.0 thread on a small cap challenger co that I believe has some real potential. This is an incomplete thread but here’s the punchline: Remitly has a shot at being the booking .com of the digital remittance space $RELY (1/x)
Upfront I will say that my interest in Remitly is based on what the company may be able to achieve over the long-term. I don’t have a strong opinion of where the shares may trade in the near-term. Small cap growth equities are risky by nature.
Seattle-based Remitly is a fast growing, app-based version of Western Union’s ubiquitous money transfer service. It allows customers, mainly hard-working immigrants, to send money overseas to loved ones quickly and efficiently with a swipe of their phone.
Read 36 tweets
Mario Cibelli Profile picture
Mar 18, 2023
Most of big tech isn't pushing as hard as Meta for real efficiency gains and a faster pace of innovation as of yet. Arguably, PayPal is one that is and given all the changes it’s undergoing, now is the perfect time for the company to upgrade some of the metrics it reports. $PYPL
It's time to break out core consumer check-out services from other services. The overarching goal should be to share separate results for branded check-out services and Braintree (BT) with a high level of clarity - revenue and operating profit pre-shared corporate overhead.
There would be some nuance and assumptions required to break out the business units results but it’s worth the effort. Giving a clearer picture of how the underlying units are performing - especially BT - can only lead to better outcomes for shareholders.
Read 9 tweets
Mario Cibelli Profile picture
May 28, 2022
The current tech wreck & discussion on profitability, SBC etc. reminded me of a situation in the aftermath of the 2000 bubble burst where a portfolio company did something fairly radical w/ its comp plan in order to incentivize senior management to right size operations. (1/few)
The company was profitable but under-earning due to excessive overhead and the funding of money losing businesses whose prospects were generally questionable.
Earnings from the core business exceeded reported earnings and post bubble shareholders were not supportive of underwriting suboptimal uses of capital.
Read 15 tweets
Mario Cibelli Profile picture
May 21, 2022
The IPO was priced at $15 not long ago & now the shares are at $4. There's a promising business or brand and the balance sheet is in good shape. The company has a low burn or maybe even makes some money but no one seems to care in this market. #SMidOrphans (1/x)
There's an increasingly large class of broken IPO SMID orphans. The speed at which companies have joined this club recently could give any CEO or board whiplash but they would do well to learn a few things as quickly as possible...for everyone's sake.
These thoughts are very incomplete as there's too much to cover, so I'll highlight just a few key issues that the senior teams of orphaned IPOs should try and get in tune with.
Read 28 tweets
Mario Cibelli Profile picture
May 7, 2022
Once again judged the annual @BinghamtonSOM stock picking contest with @VD718 and a few others. Last year the winning pitch was a short recommendation of $CHGG which turned out to be spot on.
This year I thought I’d share the finalists picks upfront. The top three teams recommended as follows: short $CALM, long $CROX & long $AXON.
The work and logic flow from all three groups was fairly sound - presenters were largely freshman & sophomores. The team recommending a short on $CALM was deemed to have the winning presentation this year.
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(