Mario Cibelli on the $WWE bull case

Yet Another Value Podcast

Jan 29, 2021•50 min

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Episode description

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

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