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.
Sports Business
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 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.
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 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
Research
The Tournament That Outranks the Super Bowl: Why the 2026 World Cup Is a Cross-Asset Event, Not a Soccer Story
Two stacked supercycles in one 30-day window: US sportsbook handle access at record highs, and Japan's first World Cup as Asia's top-ranked side.
Research
The Integrity Referee's Own Foul: Why Sportradar's Real Risk Is Counterparty Re-pricing, Not the Class Action
The April 22 short attack on Sportradar priced legal exposure. It has not yet priced the slow erosion of NBA, NFL and FIFA counterparty trust that compresses th
Research
Apollo's Pickleball Pivot: Why the $225M Roll-Up Drags the Sport from Venture Asset to PE Asset Class
Apollo Sports Capital's $225M lead into Pickleball Inc. at a $750M valuation is not a price print. It is a category-of-capital print — pickleball's underwriting
Research
The NHL's Compounding Moment: Why SBJ's League of the Year Vote Maps a Structural Re-Rating, Not a One-Cycle Rally
The Sports Business Journal named the NHL Sports League of the Year for the first time since 2014. The 12-year gap matters more than the award.