Hi. I know there’s been some discussion around Endeavor vs. TKO but I’m curious if anyone has any input on whether TKO is a worthwhile stock to invest in.
My gut tells me yes – what Endeavor has done with the UFC over the last 5 years is pretty remarkable and with both UFC and WWE rights deals coming up I think theres real promise here. As a fan of both products I can tell you the popularity is at an all time high and only getting bigger.
The question for me is really where is the ceiling here? It’s already valued at 22b – how much bigger do we think it could get?
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