TKO

Portfolio Change - 11/15/2024

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Nov 14 •

The Science of Hitting

TKO: Polluting The Story

On October 24th, TKO Group put out the following press release: “TKO Announces Approval of Capital Return Program; Also Announces Strategic Acquisition…

Nov 14 •

The Science of Hitting

Portfolio Change - 09/10/2024

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Sep 9 •

The Science of Hitting

Portfolio Change - 03/12/2024

Note: You can review all prior portfolio changes on the TSOH website.

Mar 11 •

The Science of Hitting

TKO: "A Transformative Deal"

From “Positioned To Capitalize” (June 2023): “If you share my view that live sports will ultimately play a prominent role in the content slate for a few…

Mar 11 •

The Science of Hitting

TKO: Positioned To Capitalize

A deep dive on WWE / TKO and EDR

Jun 19, 2023 •

The Science of Hitting

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