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SHOWING COMMUNICATIONS RESEARCH
INVITE -> FWONK | +30% UPSIDE | TWO TRACKS TO GROWTH Learn More
Buy Now

Don't miss our exclusive deep dive into Liberty Formula One (FWONK) - the powerhouse behind F1's explosive growth and the recent game-changing MotoGP acquisition. Join us on Wednesday, November 13th at 2:00 PM EST as we unlock the potential for 30%+ upside in FWONK. We'll break down how Formula One has transformed under Liberty's leadership, with EBITDA set to be 2.5x higher in 2024 compared to 2018, and reveal why the acquisition of MotoGP could be Liberty's next masterstroke. From broadcast deals to race promotions, sponsorships to synergies - discover why this double-header of motorsport dominance represents a compelling investment opportunity you won't want to miss.

REPLAY -> LONG TKO | READY FOR ROUND 2 | 25%+ UPSIDE FROM HERE
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INVITE -> LONG TKO | READY FOR ROUND 2 | 25%+ UPSIDE FROM HERE Learn More
Buy Now

We're hosting a call on Monday, August 5th, to present our updated work on TKO Group Holdings (TKO).

HAPPENING NOW -> COMMS 3Q24 THEMES | META, GOOGL, RDDT, ROKU, PINS, TTD, SNAP, TKO, SPHR, NFLX, CHTR
Buy Now

INVITE -> META, GOOGL, PINS, ROKU, SNAP, CHTR, FYBR, TKO, WBD, FUBO | #COMMS #WRAP
Buy Now

COMMUNICATIONS POSITION MONITOR | 2/19/2024
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COMMUNICATIONS POSITION MONITOR | 2/11/2024
Buy Now

COMMUNICATIONS POSITION MONITOR | 2/4/2024
Buy Now

REPLAY -> BREAKING UP WITH META AND SHORTING NFLX | COMMS THEMES 1Q24
Buy Now

INVITE -> COMMS 1Q24 THEMES | META, GOOGL, PINS, CHTR, FYBR, MTCH, TMUS, ROKU, DIS, WBD, PARA, TTD
Buy Now

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