Episode Details
| Title | Investing in Sports: A New Media Model |
|---|---|
| Date | 11/22/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $SPORTSMEDIA - Sports content is highly valuable for media companies due to its ability to attract audiences and generate revenue through subscriptions, affiliate fees, and advertising.
- “Sports is the best thing in the world in terms of content that reaches people and will be valuable both as a source of value through subscription or through affiliate fees as well as advertising.” - Dave (14:15)
- 🟢 $STREAMING - 🔒
- 🟢 $SPORTSBETTING - 🔒
- 🟢 $ATHLETEBRANDS - 🔒
Bearish:
- 🔻 $CABLETV - 🔒