Episode Details

What’s a hydration break worth & Mr Beat-Up divides Bryce and Ren

Season 11 Published 4 months, 1 week ago

Description

What’s a World Cup hydration break really worth? Potentially billions in advertising inventory. This week, Bryce, Ren and Simon unpack the business of sport, from FIFA’s controversial new breaks to UFC’s costly White House spectacle and Ice Cube’s surprise public listing plans. Then, Mr Beat Up assess Hims & Hers Health, a telehealth darling that’s fallen hard from its highs. Is the market overreacting, or is the sell-off justified?

In this episode:

00:00 – FIFA’s hydration breaks & the hidden ad revenue opportunity

04:36 – The Knicks’ success & Madison Square Garden’s stock surge

05:57 – UFC’s expensive White House event & investor reaction

07:37 – Ice Cube’s Big3 basketball league heads for IPO

09:42 – Mr Beat Up scorecard: reviewing previous picks

11:34 – Hims & Hers Health & its rollercoaster journey

16:22 – Applying the four-step stock checklist

23:35 – Our Valuation verdict

ETFs and Stocks mentioned: Madison Square Garden Sports Corp (NYSE: MSGS), Madison Square Garden Entertainment Corp (NYSE: MSGE), TKO Group Holdings (NYSE: TKO), Formula One Group (NASDAQ: FWONK), Manchester United (NYSE: MANU), Juventus (BIT: JUVE), Brisbane Broncos (ASX: BBL), Xero (ASX: XRO), Duolingo (NASDAQ: DUOL), Flutter Entertainment (NYSE: FLUT), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Boeing (NYSE: BA), UnitedHealth Group (NYSE: UNH), Tesla (NASDAQ: TSLA), ServiceNow (NYSE: NOW), Hims & Hers Health (NYSE: HIMS), Novo Nordisk (NYSE: NVO)

To check out LendUs head to https://www.lendus.com.au/equitymates

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