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Illustration for Sports Owns the Decade

Sports Owns the Decade

+1.2%

since Oct 6

Practice

The idea

I believe live sports and live entertainment are the content people won't skip, and over the next decade the money compounds across every layer of that business. So this basket owns the whole flow rather than betting on one piece, weighted toward scarce team assets and media rights as the spine, with betting platforms and fan gear as the growth kickers. It's built broad and steady for a decade-long hold, with a modest cash reserve set aside to add if things get cheap.

What it owns

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  • · , 8%
  • Cash7%