TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 231:06 · Streaming & Media · Undervalued sports rights transformed by content flywheels and streaming competition
episode briefing
Acquired

Formula 1: Fast cars, celebrities, and B2B software (Audio)

2026-03-05 · 8 company · 1 thematic
sentiment
7 bull0 bear1 neu
speakers
ben gilbert

Co-host of Acquired, a podcast analyzing great companies' histories and playbooks. Leads research on sports business models, media rights, and technology investing. Involved in Acquired's LP program and early-stage investments.

david rosenthal

Co-host of Acquired, focusing on company histories and strategic analysis. Former investment banker with media/tech coverage. Co-leads Acquired's research on NFL, NBA, IPL and sports betting dynamics.

episode shorts · 2

F1 cars are unbelievably efficient.

The insane stats behind Formula 1

now playing · Streaming & Media
Streaming & Mediatailwindscore 9/10ben gilbert
Undervalued sports rights transformed by content flywheels and streaming competition
Liberty Media's near-zero ESPN deal seeded US growth; Drive to Survive expanded the fan base 20% globally in one year; Apple's $150M/year bid shows streaming platforms now compete for globa…