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gary vaynerchuk

T2 · manager / operator

Serial entrepreneur, early Facebook/Twitter believer; owns VaynerMedia (agency), VaynerSports (agency), V Friends (collectibles IP); invested in MLP pickleball (32x), slamball, whiffle ball, sailing league; predicts collectibles replace stocks/art for next gen.

3 calls·3 names·100% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BE-FRIENDSBe Friendsposition

Gary Vaynerchuk building 'next Disney Pokemon Marvel' called Be Friends

Gary Vaynerchuk is building 'the next Disney/Pokemon/Marvel' called Be Friends, betting that collectibles will become a major lifestyle genre and marketing strategy for Fortune 500 companies.

TBPN2026-07episode →
2ndhigh conviction
$MLPMajor League Pickleballposition

Gary Vee's pickleball team up 32x: $500K to $16M valuation

Gary invested pre-COVID in MLP team at $500K; teams now trade at $16M; thesis: pickle highlights overindexed on social media, creating watchability and collectible demand (Anna Lee Waters rookie autos $5-8K); female star outperforms men, driving unique cultural narrative.

TBPN2026-07episode →
3rdhigh conviction
$VAYNER-FRIENDSV Friends (Gary Vaynerchuk)position

Gary Vee building 'next Disney/Pokemon' with V Friends collectibles IP

Gary Vaynerchuk claims collectibles are eating pop culture oxygen from stocks and contemporary art; predicts every Fortune 500 consumable brand will have collectibles marketing strategy in 10 years; V Friends aims to be the next Disney/Pokemon/Marvel, leveraging community and analog scarcity in AI abundance era.

TBPN2026-07episode →

most discussed · click a bar to filter

  • $BE-FRIENDS
  • $MLP
  • $VAYNER-FRIENDS

recurring themes

  • Creator Economy1
  • Collectibles & Alternative Assets1
  • Sports Media & Creator Economy1
3 total
$BE-FRIENDS
Be Friends
HIGHgary vaynerchuk·TBPN·2 months ago·Letter Enthusiasts, $250B, Mega-Startup School, SSI x Nvidia, ETN Raises $1.6M· position
Gary Vaynerchuk building 'next Disney Pokemon Marvel' called Be Friends
Gary Vaynerchuk is building 'the next Disney/Pokemon/Marvel' called Be Friends, betting that collectibles will become a major lifestyle genre and marketing strategy for Fortune 500 companies.
"I am building the next Disney Pokemon marble. All in everyone's faces. It's called Be Friends"
96:25
$MLP
Major League Pickleball
HIGHgary vaynerchuk·TBPN·2 months ago·Letter Enthusiasts, $250B, Mega-Startup School, SSI x Nvidia, ETN Raises $1.6M· position
Gary Vee's pickleball team up 32x: $500K to $16M valuation
Gary invested pre-COVID in MLP team at $500K; teams now trade at $16M; thesis: pickle highlights overindexed on social media, creating watchability and collectible demand (Anna Lee Waters rookie autos $5-8K); female star outperforms men, driving unique cultural narrative.
"I bought a team for 500,000 pre-COVID. They're trading at 16 million right now in our major league pickleball league... Anna Lee Waters rookie autograph cards going for $8,000. $5…"
76:00
$VAYNER-FRIENDS
V Friends (Gary Vaynerchuk)
HIGHgary vaynerchuk·TBPN·2 months ago·Letter Enthusiasts, $250B, Mega-Startup School, SSI x Nvidia, ETN Raises $1.6M· position
Gary Vee building 'next Disney/Pokemon' with V Friends collectibles IP
Gary Vaynerchuk claims collectibles are eating pop culture oxygen from stocks and contemporary art; predicts every Fortune 500 consumable brand will have collectibles marketing strategy in 10 years; V Friends aims to be the next Disney/Pokemon/Marvel, leveraging community and analog scarcity in AI abundance era.
"I am building the next Disney Pokemon marble. All in everyone's faces. It's called Be Friends. And because I have 13 different other jobs, no one sees it, and I don't speak about…"
96:00
8
Creator Economytailwind
Collectibles replace stocks and contemporary art for younger generations
Collectibles have eaten up the pop culture energy that young 20-year-olds would have put into public stocks and contemporary art. Every Fortune 500 company will have a collectibles marketing strategy within 10 years as AI creates abundance.
8
Collectibles & Alternative Assetstailwind
Collectibles eating stocks/art oxygen; every Fortune 500 to have collectibles strategy in 10 years
Gary Vee: collectibles have replaced public stocks/contemporary art for young wealth; Popeyes/Dodgers one-piece collectibles drive lines; V Friends building next Disney/Pokemon; AI abundance makes analog scarcity + community more valuable; Anna Lee Waters pickleball cards at $5-8K prove niche collectibles can monetize without mass fame.
7
Sports Media & Creator Economytailwind
Alternative leagues (pickleball, slamball, whiffle) win via social highlights, not TV deals
Gary Vee: alt leagues don't need ESPN/Fox — social highlights drive watchability and collectibles; pickleball overindexed on social pre-TV; slamball (trampoline basketball) and whiffle ball follow same playbook; sailing league invested for AR/VR future; direct-to-consumer media model disrupts traditional sports rights.