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47 items · 5 categories · 0 added this month · Last updated: Today
⚽ Institutional changes acting as tailwinds: MLS expanding ownership limits directly benefits our Fund I asset aggregation strategy.
📡 Media distribution disruption: Collapse of RSNs and Amazon entering regional streaming creates M&A opportunities for our Media SPV.
🏌️ Golf thesis validated: TGL broadcast ad revenue thresholds exceed our internal models by 15%, solidifying expected returns for the Golf Bundle II.
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