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Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Manage episode 421761959 series 2789730
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
Today's sponsor: Fundamental Edge
You’ve probably heard about the Analyst Academy from Fundamental Edge by now. So instead of repeating the basics, let’s talk a minute about what the Academy is and is not.
The Analyst Academy is a practical course on the tools and skillsets required to succeed in the buy-side analyst seat. The instructors have experience from firms such as Maverick Capital, DE Shaw, Citadel, Balyasny and ExodusPoint.
But what is the Academy NOT?
It’s NOT a course on stock-picking. It IS a rigorous guide to learning a process.
It’s NOT a guide to pod shop investing. The Academy attracts a wide range of equity investors, from multi-managers to long only to family offices. Rather than teaching a particular style, Fundamental Edge equips learners with the essential skills required to hit the ground running and support their PM.
It’s NOT a financial modeling course. Modeling is, of course, part of the curriculum and plays a central role. But the Academy is more than that. It teaches idea generation, thesis communication and how to add value as an analyst.
To learn more and access a 10% discount code, go to fundamentedge.com/YAVP
272 episoder
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Manage episode 421761959 series 2789730
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
Today's sponsor: Fundamental Edge
You’ve probably heard about the Analyst Academy from Fundamental Edge by now. So instead of repeating the basics, let’s talk a minute about what the Academy is and is not.
The Analyst Academy is a practical course on the tools and skillsets required to succeed in the buy-side analyst seat. The instructors have experience from firms such as Maverick Capital, DE Shaw, Citadel, Balyasny and ExodusPoint.
But what is the Academy NOT?
It’s NOT a course on stock-picking. It IS a rigorous guide to learning a process.
It’s NOT a guide to pod shop investing. The Academy attracts a wide range of equity investors, from multi-managers to long only to family offices. Rather than teaching a particular style, Fundamental Edge equips learners with the essential skills required to hit the ground running and support their PM.
It’s NOT a financial modeling course. Modeling is, of course, part of the curriculum and plays a central role. But the Academy is more than that. It teaches idea generation, thesis communication and how to add value as an analyst.
To learn more and access a 10% discount code, go to fundamentedge.com/YAVP
272 episoder
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