Episode Details
| Title | Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433] |
|---|---|
| Date | 7/15/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $SPORTS - Sixth Street is bullish on sports franchises, believing that technology is enabling local sports brands to become global, expanding their reach and potential market.
- “Our whole thesis in sports, and we can talk about live entertainment, is that these are historically local brands. And because of technology, you can be on your phone and you can actually watch anywhere in the world. You can be a Dallas cowboy fan in Australia and watch or Real Madrid fan in China and watch. That whole local to global, that was our thesis.” - Alan (46:50)
- 🟢 $EXPERIENCES - 🔒
- 🟢 $WEALTHTECH - 🔒
- 🟢 $PE - 🔒
Bearish:
- 🔻 $DIRECTLENDING - 🔒