E104: Tomorrowland #3

E104: Tomorrowland #3

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UP547 Picks and Shovels: The Ecosystem Investment Thesis

Picks and Shovels: The Sports Investment Thesis That Doesn't Need Media Rights to WorkAltman Solon's seventh annual Global Sports Survey lands with a central argument: sport is maturing into a full-stack asset class. But the more interesting story isn't at the top, it's in the la ...  Show more

UP546 The Billion Dollar Question: Wanna buy an NBA Europe franchise?

The NBA Europe franchise sale process has moved from speculation to live transaction. Franchise fees of $500m to $1bn. No broadcast deal. Governance terms that European investors have already pushed back on. And a city map — London, Paris, Madrid, Rome — that looks more like a pr ...  Show more

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