Scarce Seats, Rich Crowds

The idea

I believe the K-shaped economy keeps pushing money toward premium, in-person experiences, the stuff status buys that you can't get online, so I own the scarce rights themselves: leagues, teams, marquee venues, and destination resorts. Around that core I hold the landlords, concessionaires, and screen makers who profit when those seats sell out, plus the airlines and feeds that carry the crowd there. I'm keeping a small cash reserve to add if premium spending scares the market, and I'm treating this as a decade-long shift, not a trade.