Investing at the Intersection of Live Sports and Entertainment (CMGR, WWE, EDR, PINS, SNAP)

As we reopen the economy and discretionary spending picks up, life is getting back in gear. One of the joys we have missed is piling into a packed stadium. In many ways, this is the very heart of “reopening” – being able to attend some show, match, or performance, along with thousands of other people, […]

Reopening Could Kick Off Live Sports Stocks (DKNG, FUBO, BTDG, CHDN)

The stimulus checks are on their way out the door to the American public. The government announced last week that immunizations are well ahead of schedule since the process was reformed after the new administration took office in January. And life is ostensibly on the way to returning to some form of “normal” for the […]