PERSON DIRECTORY
Mario Cibelli
Mario Cibelli appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Remitly’s revenue and gross profit rose about 35%, EBITDA increased over 200%, and Q2 GAAP operating income turned positive.Stablecoins may reduce prefunding and working-capital needs, but recipients still need local fiat, while Remitly’s weighted take rate is below the World Bank’s digital-remittance figure.At 8.5 times next year’s EBITDA, margin expansion is the underwriting hinge, with market saturation the explicit failure case.