Skip to content
Investor Letters
BSD 13Fs
Investment Pitches
Insights
Login
Register
Yet Another Value Podcast
Oct 20, 2025
View Investor Letters
Explore Podcasts
Subscribe
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Summary
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mario Cibelli of Marathon Partners for his fifth …
Transcript
en ("English (auto-generated)")[TRANSLATABLE]
Previous Podcast
Next Podcast
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Summary
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mario Cibelli of Marathon Partners for his fifth …Transcript
en ("English (auto-generated)")[TRANSLATABLE]