
UP547 Picks and Shovels: The Ecosystem Investment Thesis
About this episode
Picks and Shovels: The Sports Investment Thesis That Doesn't Need Media Rights to Work
Altman Solon's seventh annual Global Sports Survey lands with a central argument: sport is maturing into a full-stack asset class. But the more interesting story isn't at the top, it's in the layer underneath. Richard Gillis talks to David Dellea, Christophe Sommer and Matt Del Percio about where capital is actually moving, what the $400 billion ecosystem really means when you strip out the double counting, and whether anyone has the nerve to call time on the bubble question.
Altman Solon's Global Sports Survey: The Next Frontier of Sports Investment is available now.
Altman Solon’s 7th Global Sports Survey provides a comprehensive view of the evolving sports landscape, featuring insights from 250 sports executives globally, including rights owners, investment professionals, and media companies, as well as 6,000 sports fans across the U.S., U.K., Germany, Spain, Italy, and France.
Download the report for free by clicking this link: https://altsl.co/4n1i7VB
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