Yet Another Value Podcast

Mario Cibelli on the $WWE bull case


Listen Later

Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed (https://amzn.to/34cim9F​), makes his second podcast appearance to discuss the bull case for WWE.

Mario's first podcast appearance: https://twitter.com/AndrewRangeley/status/1296130870949097472?s=20

Chapters
0:00 Intro
2:10 WWE Overview
4:30 Sale of WWE network
9:10 Laying out the upside for WWE
16:20 What if the next domestic contract is a down round?
20:40 Ratings since the move to fox
21:40 How the pandemic will improve the product going forward
26:00 Vince McMahon risk
29:40 What if the WWE can't find the next Rock?
32:35 The time I went to WrestleMania
34:20 WWE's other content plays and expansion plans
43:35 How WWE's rights ownership is an advantage
46:40 Our favorite SuperStars

...more
View all episodesView all episodes
Download on the App Store

Yet Another Value PodcastBy Andrew Walker

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

100 ratings


More shows like Yet Another Value Podcast

View all
The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

925 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,282 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

660 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

794 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

190 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Excess Returns by Excess Returns

Excess Returns

67 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

90 Listeners

Chai with Pabrai by Mohnish Pabrai

Chai with Pabrai

75 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

401 Listeners

The Business Brew by Bill Brewster

The Business Brew

247 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

349 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

45 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

93 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

91 Listeners