Mario Cibelli on the $WWE bull case

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=20Chapters0:00 Intro2:10 WWE Overview4:30 Sale of WWE network9:10 Laying out the upside for WWE16:20 What if the next domestic contract is a down round?20:40 Ratings since the move to fox21:40 How the pandemic will improve the product going forward26:00 Vince McMahon risk29:40 What if the WWE can't find the next Rock?32:35 The time I went to WrestleMania34:20 WWE's other content plays and expansion plans43:35 How WWE's rights ownership is an advantage46:40 Our favorite SuperStars