Surveillance: Pagliuca's Investing Playbook
Bloomberg Surveillance
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Sports Products Are Really Attractive to You
Tech has really changed everything. It's globalized these four sports franchises. There are only 30 proteins at every sport in the US and there's four or five big leagues. So it's a very scarce asset globally. And so there is an intrinsic scarcity value, plus an economic value of the properties because of the television revenues.
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