IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
06:04 - How Manchester United was founded
07:50 - What role investors play in European football leagues
11:55 - The differences between U.S. leagues and European leagues
37:19 - What role on-pitch performance plays for finances
43:39 - How Manchester United’s business model works
46:56 - What catalysts could close the valuation gap
51:02 - Whether Manchester United is attractively valued at its current levels
53:45 - Why sport franchises become increasingly valuable
01:01:51 - Whether Shawn & Daniel add MANU to The Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Deloitte Football Money League.
Annual Review of Football Finance.
Interview with Todd Boehly.
Madison Square Garden Sports Podcast.
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