TickerTain — Make Analysis Fun Again

←

▶ 50:44 · $FC-BARCELONA · Sixth Street partnered with FC Barcelona to preserve roster competitiveness during COVID financial stress

episode shorts · 1

Face the tiger

now playing · $FC-BARCELONA

$SPOT···bullish· high· posalan waxman

Sixth Street led $1B convertible financing in 2016 amid Amazon/Apple competitive fears

Spotify had great product, unit economics, and generational leadership (Daniel Ek), but market feared competitive threats from Amazon and Apple; Sixth Street provided a convertibl…

$ABNB···bullish· high· posalan waxman

Sixth Street and Silver Lake provided $1B COVID rescue financing to fortify balance sheet

Airbnb had a great business model and generational founder (Brian Chesky) but was severely impacted by COVID; Sixth Street provided a loan with warrants giving 4-5 years liquidity…

$REAL-MADRIDbullish· high· posalan waxman

Sixth Street formed strategic JV with Real Madrid on Bernabeu stadium renovation

Real Madrid is a global sports brand transitioning from local to global via technology; Sixth Street partnered on a stadium JV capturing premium VIP, F&B, museum revenues, alignin…

$FC-BARCELONAbullish· high· posalan waxman

Sixth Street partnered with FC Barcelona to preserve roster competitiveness during COVID financial stress

FC Barcelona needed capital to retain key players during COVID revenue collapse; Sixth Street provided a creative solution enabling them to keep roster intact, betting on brand va…

$LEGENDSbullish· medium· posalan waxman

Sixth Street portfolio company Legends provides premium stadium services for Real Madrid JV

Legends, a Sixth Street portfolio company, operates premium hospitality and services at the Bernabeu stadium JV, creating synergies across the firm's sports and live entertainment…

$AFRM···bullish· high· posalan waxman

Sixth Street formed $20B JV with Affirm to expand asset origination capacity

Long-standing relationship with Max Levchin; structured a $20B partnership/JV allowing Affirm to originate more assets and gain operating leverage, showcasing Sixth Street's flexi…

$AIR-TRUNKbullish· high· posalan waxman

Sixth Street incubated data center platform AirTrunk from white paper in 2017, sold to Blackstone for ~$16B

Early conviction on data center infrastructure demand; built AirTrunk from scratch in 2017 as a thematic bet on digital infrastructure, culminating in a ~$16B exit to Blackstone.

←