The Live Events Decade

The idea

I believe live sports and in-person events keep taking a bigger share of spending for years to come, because the experience itself can't be streamed or copied. I own all three layers: the gatekeepers running ticketing and promotion, the scarce teams, leagues, and venues themselves, and the money flowing around the game through betting, data, and stadium spending. It's weighted toward durable cash generators with some real-asset ballast, built for a decade-long shift rather than a quick trade, and I keep a small cash buffer on the side.