Sobre este episodio
Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:01:55) How F1 generates billions of dollars from 24 live events (00:03:22) Why most sports franchises fail to produce cash flow (00:05:16) How Liberty got away from the tracking stock structure to simplify things (00:16:19) How the Concorde agreements pose risk (00:21:10) The debt structure Liberty built to help build sustainable cash flow (00:38:04) Details of F1 Group’s other surprising racing league (00:45:34) How Netflix’s streaming coverage of F1 helped grow the sport (01:02:02) Why the business remains capital light (01:10:19) Valuation discussion of FWONA (01:11:30) How cross-promotions and synergies create exciting new growth levers (01:16:20) Intrinsic value (01:18:38) Portfolio decision Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ?????????????????????????????????????????????????????????????????????????TIP Mastermind Community?????????????????????????????????????????????????????????????????????????. Track ??The Intrinsic Value Portfolio??. Watch the video about the dealmakers behind F1’s success. Watch how F1 impacts local communities with its events. Read the book on Formula One’s history. Follow Kyle on ??????X?????? and ??????Linkedin??????. Follow Shawn on ???X??? and ???Linkedin???. Related ??????????????????????????????????????????books?????????????????????????????????????????? mentioned in the podcast. Ad-free episodes on our ???????????????????????????????????????????????????Premium Feed??????????????????????????????????????????????????????????. NEW TO THE SHOW? Get smarter about valuing businesses through ?????????????????????????????????????????????????????????????????????????The Intrinsic Value Newsletter?????????????????????????????????????????????????????????????????????????. Check out ??????The Investor’s Podcast Starter Packs??????. Follow our official social media accounts: ?????????????????????????????????????????????????????????????????????????X????????????????????????????????????????????????????????????????????????? | ?????????????????????????????????????????????????????????????????????????LinkedIn????????????????????????????????????????????????????????????????????????? | ?????????????????????????????????????????????????????????????????????????Facebook??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????. Try our tool for picking stock winners and managing our portfolios: ?????????????????????????????????????????????????????????????????????????TIP Finance????. Enjoy exclusive perks from our ?????????????????????????????????????????????????????????????????????????favorite Apps and Services?????????????????????????????????????????????????????????????????????????. Learn how to better start, manage, and grow your business with the ?????????????????????????????????????????????????????????????????????????best business podcasts?????????????????????????????????????????????????????????????????????????. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
