Research
Singapore's F1 Room-Rate Surge: Why Prices Are No Proof of a Record Weekend
Singapore's F1 room rates are soaring, but booking pace trails 2025. The real test is whether scarcity pricing becomes broader, incremental value.
SK Lee
SK Lee is a contributing editor at Solomon Grey Capital, covering sports infrastructure, alternative investments, and Asia leisure capital markets.
Research
The $110 Billion Sports Stack: Why Paramount-WBD's Rights Power Comes Before Synergies
Paramount's WBD deal creates a sports-rights bargaining machine, but its value depends on disciplined renewals and balance-sheet control, not streaming scale alone.
Research
The NBA's $1 Billion Europe Bid: Why a EuroLeague Deal Is a Control Transaction, Not an Expansion Bet
The NBA's billion-dollar Europe bids are real, but the decisive asset is EuroLeague: control of clubs, media rights and a fragmented market.
Research
The NFL's Five-Game Streaming Push: Why More Reach Could Make Rights Scarcer
The NFL is putting five games on Netflix, but the contrarian trade is scarcity: selective streaming can raise the value of every remaining rights window.
Research
The NFL's Three-Way Betting Reset: Why More Sportsbook Partners Mean Tighter Control, Not a Gambling Free-for-All
The NFL's three-way sportsbook reset looks like expansion. The real trade is tighter control of data, inventory and prediction-market boundaries.
Research
The Falcons' $10.6 Billion Stake: Why Passive NFL Capital Is Pricing the League, Not the Team
Arctos's $10.6 billion Falcons stake is less a bet on Atlanta's roster than a mark on the NFL's controlled ownership system and shared revenue pool.
Sports
Apollo's $750 Million Pickleball Marker: Why the Full-Stack Trade Is Migrating to Asia
SK Lee — Sports & consumer desk Disclosure: Solomon Grey Capital and LIT Sports Global (referenced below) share common ownership through TGG Group. This note discusses that affiliated platform in the context of a broader sector thesis. Readers should weight the analysis accordingly. Valuation ranges cited for LIT TLP are the
Research
The Lakers' 25% Leap: Why Sports Scarcity, Not Earnings, Is Setting the New Asset Floor
The Lakers' record valuation is a repricing of scarce live attention, league-level media rights and the limited supply of franchises.
Research
FIFA's Abrupt Retreat: Why Soccer's Private-Capital Revolt Was a Governance Trade, Not a Funding Problem
FIFA's failed $20 billion private-capital vehicle was not a cash call. It was a governance stress test, and the backlash shows who still controls soccer's most valuable asset.
Sports
The Khosla Signal: Why $9.6 Billion for the Seahawks Is the New NFL Floor, Not the Ceiling
SK Lee — Sports & consumer desk On July 11, the estate of Microsoft co-founder Paul Allen announced it had agreed to sell the Seattle Seahawks to a family investment group led by Vinod Khosla for $9.612 billion. The number reset the US sports franchise record by 59 percent
Sports Business
The Liverpool Number: What a $6 Billion Bid Says About How Far European Soccer Still Trails US Sports
Fenway Sports Group confirmed on Tuesday that it is in talks to sell a strategic minority stake in Liverpool at a valuation above $6 billion, potentially $7 billion, to a Mittal-family-backed consortium led by Amit Bhatia. The market is reading the number as European soccer catching up to US fr
Sports
The Rugby League Premium: Why the NRL's A$5.3 Billion Deal Rewrites Australian Media, Not Just Australian Sport
The National Rugby League just signed the biggest sports broadcast contract in Australian history. The headline is that rugby league has passed the AFL for the first time. The subplot is that Foxtel and Nine paid it at a moment when the linear ad market is cratering, and only one of the two counterp