Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner

This Week in Intelligent Investing

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!
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