How To Call A Top On Market Valuation: Roger Mitchell Explains

Subscribe to The Meb Faber Show podcast on your favorite platform so you never miss an episode! pod.link/11289...
Today’s guest is Roger Mitchell, founder of Albachiara, which offers consultancy services and does early stage venture investing, mostly around sports and entertainment. Roger began his career in finance and later became the inaugural Chief Executive of the Scottish Premier League in 1998.
In today’s episode, Roger walks through topics from his new book, Sport’s Perfect Storm: An Industry Now Totally Adrift. Roger explains how the rise of new media platforms, changing demographics, and the increasing importance of gambling and fantasy sports are reshaping the sports industry landscape. He discusses the different origins and business models of American and European sports, and why sport franchises and businesses are such unique assets.
To see links or read the transcript of the episode, visit us at www.themebfabe...
(0:56) Roger's background
(2:25) Overview of sports as an asset class
(13:53) The impact of media rights
(25:02) The perfect storm in sports media, consumption shifts, and gambling
(30:27) Trophy assets & CAPM
(37:08) Ownership of sports teams
(41:10) Investment opportunities in sports
(49:18) Demographic trends
(51:07) Differences between American & European sports
(58:12) Children's changing consumption habits
(1:03:32) Comparing live sports experience to TV viewing
-----
Follow Meb:
Twitter: / mebfaber
LinkedIn: / mebanefaber
Website: mebfaber.com/
To learn more about our products and follow us, subscribe to our mailing list: theideafarm.us...
Listen and subscribe on the platform of your choice:
Apple: podcasts.apple...
Spotify: open.spotify.c...
Follow The Idea Farm:
Subscribe (FREE!): www.theideafarm.com
Twitter: / theideafarm
LinkedIn: / theideafarm-co
TikTok: / mebfabershow
Instagram: / reels

[@cortez9978]

I'm convinced that investing 50k-100k in the right company before it goes big is more important than buying the dip, however picking the right company can be hard. My question is, what are the best opportunities to accrue profits now, amid market crash?

[@RayWalker-mo]

I would recommend little healthy companies with great growth forecast and that are undervalued like Occuphire pharma or Ardelyx, however "expert solutions require expert providers" - my mantra.

[@CaroLewis-j8k]

The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are the reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since covid-19 outbreak to date.

[@Biggerstaff4]

truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?

[@CaroLewis-j8k]

Ellen Geskin Kettle is the licensed advisor I use. Just research the name. You’d find necessary details to work with and set up an appointment.

[@Biggerstaff4]

thanks for the lead, just searched Ellen by her full name and easily spotted her profile, very professional.. already sent her an email and hoping she gets back to me soon

[@johntrolle8935]

Didn’t watch but as a pro with 20 years of investing experience, I can tell you that the only way you can call a top is with hindsight.

[@Sokrabiades]

Don't let the title fool you.

[@Weetorp]

Me during entire video: "When are they gonna stop talking about sports?"

[@KK-pm7ud]

Savannah Bananas have a TV deal now

[@KK-pm7ud]

Funny he mentioned Cuban and the Celtics ownership, but not Marc Lasry.

[@benchpress200]

Good episode but not sure if the content is relevant to the video title