What’s a hydration break worth & Mr Beat-Up divides Bryce and Ren
6/21/202627 min
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)
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Clips
Transcript preview
First 90 secondsAlec Renehan· Host0:00
All 104 matches of this World Cup are gonna have a three-minute hydration break. 800 additional ad slots In essence, they've turned it into four quarters.
Bryce Leske· Host0:09
Yeah.
Simon· Guest0:10
FIFA are just gaslighting us, okay?
Alec Renehan· Host0:12
[laughs] Equity Mates.
Bryce Leske· Host0:15
Welcome to another episode of Equity Mates, a show where we explore what's possible in the world of investing. If you've joined us for the very first time, a massive welcome to our community. My name's Bryce.
Alec Renehan· Host0:26
And I'm Ren, and today we have a very exciting episode. We are talking about the business of sport, everything from hydration breaks to, uh, the Knicks' generational run, and then we have Mr. Beat Up, who's on a generational run of his own. [laughs] He's back in the studio, and he's talking about another stock that is down but may not be out. Bryce, I'm excited for this one.
Bryce Leske· Host0:48
I'm excited for this one as well, and we have Mr. Beat Up joining us for our sports discussion. Simon, welcome.
Simon· Guest0:53
Good to be here.
Bryce Leske· Host0:54
You'd be pretty pumped. The World Cup's on.
Simon· Guest0:56
Very pumped.
Bryce Leske· Host0:57
Yeah.
Simon· Guest0:57
Very pumped.
Bryce Leske· Host0:58
All right. Well, uh, you're not pumped about the hydration breaks- [laughs] ... so let's start there. There is so much happening in sport at the moment, and the, uh, the talk of the town is the World Cup and the hydration break. If you have no idea what we're talking about and you haven't watched the s- the sport at all, they've managed to now slip into the broadcast, uh, pauses in play that last up to a few minutes where the players, I guess, have some sort of hydration, but- Yes ... the, uh, broadcasters have the ability to, uh, push some ads.
Simon· Guest1:28
In essence, they've turned it into