Live Sports: The AI-Proof Investment Safe Haven

Resources

Resources & Recommendations

People Mentioned

• Alex Michael (Managing Director at LionTree) - Provided insights into sports media trends, youth sports, and investment opportunities.
• Cal Ripken (Former Baseball Player) - His business was an early investment for LionTree in the youth sports space.
• Jamie Horowitz (Omaha Productions) - Praised for his work with Omaha Productions and its success with Peyton and Eli Manning.
• Peyton Manning (Omaha Productions) - Highlighted for his strong business acumen as part of Omaha Productions.
• Eli Manning (Omaha Productions) - Highlighted for his strong business acumen as part of Omaha Productions.
• Michael Ratner (OBB Media) - Commended for his vision and work with OBB Media, including the joint venture with Fanatics.
• Chris Collinsworth (CEO and majority owner of Pro Football Focus - PFF) - Recognized as a savvy business person for his leadership of PFF.
• Austin Collinsworth (Pro Football Focus - PFF) - Mentioned as part of the vision behind Pro Football Focus.
• AC Wyatt (Production Team) - Part of the podcast's production team.
• Reginald Walker (Production Team) - Part of the podcast's production team.
• Chris Mason (Production Team) - Part of the podcast's production team.

Organizations & Institutions

• LionTree - An independent investment and merchant bank specializing in media, technology, and sports.
• YouTube TV - Mentioned for its carriage deals with NBC and Disney (ESPN/ABC).
• Nielsen - Discussed in the context of ratings measurement and the impact of big data and out-of-home measurement.
• FuboTV - Mentioned in the context of M&A activity in the media industry.
• NFL Media - Referenced for its deal with ESPN.
• Paramount - Mentioned in the context of M&A activity with Skydance.
• Skydance - Mentioned in the context of M&A activity with Paramount and UFC media rights.
• Warner Bros. Discovery - Mentioned as a company with ongoing M&A discussions.
• Nexstar - Mentioned as a company to watch for local M&A activity.
• Tegna - Mentioned as a company to watch for local M&A activity.
• Sinclair - Mentioned as a company to watch for local M&A activity.
• Scripps - Mentioned as a company to watch for local M&A activity.
• Learfield - A multimedia company with significant media efforts from its TV department, relevant to college sports.
• UFC - Mentioned regarding its media rights deal with Paramount/Skydance.
• Pac-12 - Referenced for its trio of media rights deals.
• MLB (Major League Baseball) - Mentioned for lining up its short-term media future.
• Sports Business Journal (SBJ) - The publication the podcast host works for, praised for its work and conferences.
• MaxPreps - Acquired by PlayOn, mentioned as part of LionTree's work in youth sports.
• Unrivaled Sports - Received an investment round led by Dick's Sporting Goods, part of LionTree's youth sports portfolio.
• Dick's Sporting Goods - Led an investment round in Unrivaled Sports and acquired GameChanger.
• FloSports - Received a Series D investment round, noted as a significant player in the youth sports space.
• GameChanger - Sold to Dick's Sporting Goods, an early deal for LionTree in youth sports.
• Huddle - Mentioned as a significant player in the youth sports technology space.
• Stack - Mentioned as a significant player in the youth sports technology ecosystem, covering registration, streaming, and other areas.
• Transmit - A company LionTree invested in, focusing on creating and monetizing sports streaming inventory.
• Excel Sports - A talent agency mentioned as benefiting from media rights uplift.
• SC Holdings - An investor in Transmit.
• Big Ten - Mentioned for its reporting on potential private equity investment in college sports.
• Omaha Productions - Praised for its work and the business acumen of its founders, Jamie, Peyton, and Eli Manning.
• OBB Media - Michael Ratner's media company, noted for its compelling work and joint venture with Fanatics.
• Fanatics - Mentioned for its joint venture with OBB Media and as an investor, with a nod to their e-commerce site for jerseys.
• Pro Football Focus (PFF) - An analytics company for football, owned and operated by Chris Collinsworth.
• ESPN - Mentioned for its carriage deal with YouTube TV, content on the ESPN app, and its standalone streaming player.
• NBC - Mentioned for its carriage deal with YouTube TV.
• ABC - Mentioned for its carriage deal with YouTube TV.
• NBCSN - Mentioned for returning to YouTube TV.
• Peacock - Mentioned for its content coming to YouTube TV.
• WWE - Mentioned for its content (PLEs) coming to YouTube TV via ESPN Plus.
• EA (Electronic Arts) - Mentioned for a big deal in interactive gaming.

Websites & Online Resources

• YouTube TV - A streaming service mentioned for various carriage deals and content.
• FanDuel - A fantasy sports platform where Alex Michael participates in a league.
• Super Pick'em - A fantasy sports league platform Alex Michael participates in.