TKO
5 tracked calls · 4 long · 1 short · last 90d: 2L/1S
first called by Invest Like the Best 8mo ago
LONG2w ago
“What will remain unchanged and durable in the age of AI, even when you can have a pixel perfect highlight of Mbappe scoring a goal? It will do nothing for the soul because it never actually happened. ”TBPN
Real human sports are the ultimate anti-AI bet because authentic sweat commands a massive premium and drives 4.735 billion dollars in revenue for TKO.
TKOLONG@ $180.74
$182.92+1.21%
since call Jul 13
peak +3.7%
SHORT2w ago
“I am pretty bearish in the UFC... The UFC does not have stars anymore. There's no stars anymore... I think this is a problem.”ThreadGuy
The UFC alienates casual viewers by relying on massive brand-risk fighters while former stars like McGregor suffer brutal 69-second knockout losses.
TKOSHORT@ $178.66
$182.92-2.39%
since call Jul 13
peak +1.8%
LONG2mo ago
“Trump bought $50,000, uh, worth of stock in the TKO... shortly before heavily promoting a UFC event at the White House.”ThreadGuy
Trump-promoted UFC at the White House on June 14 is a megachurch catalyst for TKO
TKOLONG@ $210.46
$182.92-13.08%
since call Jun 1
LONGPOSITION7mo ago
“The only one I ever recommended for him, I heard about this Nvidia three years ago from my guy, whatever, but the only one I ever told him about was TKO…”All-In Podcast
Tony stakes the one stock he has ever personally recommended: TKO, the UFC plus WWE parent, on the simple thesis that Dana White and WWE keep putting on bigger shows and the business is 'always growing.' He confirms he held it for 'wild, wild, wild success.'
TKOLONG@ $219.14
$182.92-16.53%
since call Dec 24
LONGPOSITION8mo ago
“Is there a way to think about this almost like the anti-AI bet or the AI-proof bet?”Invest Like the Best
Live events become the scarce, AI-proof asset; their value rises as content costs collapse to zero
TKOLONG@ $191.38
$182.92-4.42%
since call Nov 19