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Mario Cibelli Profile picture
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21 Jan, 5 tweets, 1 min read
The first DVD I played from Netflix was unplayable...luckily I had the 3 out subscription plan

(1/x)
I had pretty poor customer service the first time I ever called Paypal on an issue
I didn't like anything that Stitch Fix sent me in my first fix...though I did keep one kind of ugly shirt so as to not waste the $20 styling fee
And I didn't really know what to make of things when I went to my first wrestlemania 15+ years ago
There's a common theme here that I shouldn't need to explain further

(eom)

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More from @mario_cibelli

Mario Cibelli Profile picture
23 Dec 20
It’s midnight & feeling a little 1999-ish right now. It's a different flavor today of course but when it starts looking easy on the long side that usually means it's actually pretty treacherous out there ✈️📰📈☠️ (1/x)
That being said, shorting clearly over-valued/over-hyped small to medium sized companies can be deadly as well. Timing can make all the difference in the world
This brings me to Skymall. It used to be a publicly traded small cap HQ'd in Phoenix. It was a quirky mail order catalogue that sat in the back seat pocket of airline seats
Read 16 tweets
Mario Cibelli Profile picture
14 Dec 20
2020 has been an interesting year for food delivery to say the least. Of course the big event was the new virus life that dramatically altered the industry's trajectory
It remains to be seen which trends in delivery should be extrapolated and which should not be. There will be a lot of alpha available to those that can successfully figure this out
A deal for GHUB, the DDash IPO and Uber getting more credit for delivery assets has created a window of stability in the near term in the U.S.
Read 5 tweets
Mario Cibelli Profile picture
24 Nov 20
I don't have a view on $SFIX's coming quarterly results but I've been thinking more about dynamics that may, over time, help drive improved financial results for the company
The apparel recommendation feed for direct buy seems perfectly suited for sponsored listings at one point. This kind of optimization may be a ways off for Stitch but promoted brands/pieces would flow very naturally from the current version of the feed
There's no reason to believe that Stitch couldn't make a nice margin from brands seeking promotion on its platform
Read 9 tweets
Mario Cibelli Profile picture
22 Nov 20
One of the harder things in investing for me is dealing with a contrarian investment thesis at the outset that becomes significantly less so over time
A minority point of view that transitions to more of a consensus view typically means the market is willing to pay more for the same opportunity that was originally spotted
The payoff for being correct changes and with a consistent end state, the risk vs reward attractiveness has gotten worse mathematically. This can make it tempting reduce such an investment
Read 4 tweets
Mario Cibelli Profile picture
10 Oct 20
I did some thinking this week and wanted to put into words a topic I've thought about again recently pertaining to many of the growth/challenger companies I’ve visited over the years.
When a new model is being pursued to serve an existing market, the problems that need to solved and the bottlenecks that manifest may be completely different than what incumbents experience.
A challenger company with a slightly different twist to its service/offering may, over time, magnify these differences so that in effect it is pursuing a completely different business than incumbents.
Read 8 tweets
Mario Cibelli Profile picture
30 Sep 20
Tweet thread IV is about WWE, a company I've been following since the early 2000s. Over that time period there have been a handful of occasions where the share price veered too far from intrinsic value. Now may be one of those times.

🤼‍♂️ 🎤💪🏼®️🅰️W (1/x)
I apologize in advance for the length of this thread but there’s a lot to parse out & distill. All that follows is opinion, not investment advice.
I'm guessing everyone knows this business already. If not, watch Raw or Smackdown and you'll get it --- sports entertainment. It's a soap opera for men --- yes women watch the shows too.
Read 76 tweets

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