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Three stocks from three investor letters

Equity Mates Investing Podcast

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Investing in American Sports

Rand Sports have been a great investment. NBA basketball teams over the last 24 years has seen an incredible rise in the total value. I think NFL is similarly impressive with the returns that owners are getting from those teams. American sports get a lot of focus. You know, the investment world tilts towards America. But as Andrew writes, high net wealth Americans have been discovering what wealthy Asians, the Stasi and Russian oligarchs knew years ago. For all the hoopla about US sports, one game, association football, is ubiquitous. So, now the Americans aren't just coming. They are invading.

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