Industry Thesis

The global sports industry is benefiting from converging macro market tailwinds: the rising value of IP, live content, and “passion brands” with diversified revenues, as well as the legalization of US sports betting and the globalization of content. Because of these dynamics, sports valuations are skyrocketing, even as TV ratings and ticket sales decline. As a result, billions of investment capital poured into the space in the last several years. And because the core value pillars of sports businesses align so perfectly with the value drivers of the modern consumer economy, we expect these valuations to escalate in the coming years.

Testimonials

All Sports

How Deion Sanders Uses Social Media to Transform College Football

Path to profit

Path to Profit: Exec Playbook (Pt 2)

2023 Exec Playbook

2023 Exec Playbook: Thrive or Survive (Pt 1)

eSports Revenue Potential in Creator Economy and Web3

eSports Revenue Potential in Creator Economy and Web3 (Pt. 3)

eSports Leagues and Game Publishers – Monetization Playbook (Pt. 2)

How eSports Revenue Models Will Drive the $600B Global Sports Market (Pt. 1)

Michael Cohen — CEO at Team Whistle on Wall Street to Digital, Scaling $0-100M, Leadership, and Exits

2022 Prediction: Why Was $20B Invested in Sports Leagues and Teams in 2021? And What’s Next For this Soon-To-Be $825B Industry?

Dev Sethi — Head of Sports at Instagram on Launching a Sports MCN, Athlete Creators and NIL, and Metaverse Fandoms

Doug Bernstein — GM at House of Highlights on AOL’s “Digital Mailroom”, Sports Fandoms, and Pitching Social Media M&A

Dan Levitt — Founder and CEO of Long Haul Management on $6,000 Salaries, Disney’s Big Miss, and Cracking YouTube SEO

From 9-Figure Cash Grabs to Redefining Sport: The Evolution of Creator Competitions

1H 2021 Celebration

16 Podcasts, 13 Writings, and Celebrating 1H 2021

Paul / Mayweather and the Growth of Sports Creator Competitions

Sports Betting x Media Watch List

How Media Operators Capture the $60 Billion US Sports Betting Market

Matthias Metternich — CEO of Art of Sport on Being a 5x Founder, Skincare for Athletes, and Pitching Kobe Bryant

Sports Betting Media in Overdrive

Kevin Jones — Founder of Blue Wire on Getting Fired for a 49ers Tweet, $3.5 Million from WynnBet, and the Future of Sports Podcasts

2021 Predictions: Sportsbook Content Strategy for the $60 Billion Online Gambling Market

Surfline Gets $30 Million: Our Deal Concerns, the CEO on Growth, and the Future of Water Sports

Why Only 61% of Gen Z Watches Sports, and How to Future-Proof Sports Media by Unbundling Live Rights

How YouTube Is Playing Catch-Up in Online Shopping, $825 Million of Sports SPACS, Kroger’s New Ghost Kitchens

How “Player Empowerment” Will Unlock Billion-Dollar Sports Brands: The Rise of Athlete Podcasters (Part 2/2)

Sports Media Enters 3rd Wave: The Rise of Athlete Podcasters as the Next Billion-Dollar Brand Builders (Part 1/2)

11 Must-Read Articles for Nextgen Consumer Execs

Winning in Nextgen Sports Media: The RockWater Playbook (Part 3/3)

How to “Follow Your Fans” – Lessons from Fortnite, NFL, WWE (Part 2/3)

How Gambling and ‘Live’ Impact Fandom, the Real Money Maker in Sports Media (Part 1/3)

Barstool Sports & The Ringer: Lessons About Growth

RockWater 2020 Predictions

KSI vs. Logan Paul Rematch: The Most Aggressive New Bet in Sports Media

Is Nike Adventure Club, a Subscription Service for Kids, a Winning Commerce Strategy?