Research & Perspectives

Reports, insights, and analysis exploring the founders, technologies, and trends shaping the future.

Investment Research

Browse by theme

71+ deep dives, market maps, and perspectives organized by the four themes that define our investment thesis.

Sports Media & Entertainment Human Performance Experiences & Lifestyle

Sports

33 pieces

The Youth Sports Industrial Complex Sports as an Asset Class Inevitable Rise of Women's Sports Emerging Sports Leagues Alternative Sports Leagues Business Breakdown of Sports Leagues Rise of Multi-Club Ownership Investment Banks Take Over Sports Sports Franchising Is Taking Off Sports & Nation States Evolution From Sand to Stadium (Saudi Arabia)India Will Be The Next Sporting Capital The Next Hotbed in Sports: Asia The Boom of Flag Football The Volleyball War New Track Leagues The Basketballization of Other Sports The Soccer Industry Mapping Fencing Sports Ecosystem Sports as a Wedge Building a Unicorn in Sports The AI Era of Sports Opportunity AI Sports Cameras The Rise of Smart Courts Basketball Tech Sports Data Centers Data Is The New Oil Evolution of Sports Marketplaces Picks & Shovels in Sports Public Sports Stocks Breakdown Buying vs. Building in Sports Corporate Venture Capital & Sports The Miniaturization of Sports

Media & Entertainment

15 pieces

The Entertainment of Sports Sportainment Rise of Entertainment Sports The Clip Economy The Great Aggregation Race Sports Meet Hollywood Sports IP Goes Phygital D2C in Sports The Gamification of Sports & Life Fan Engagement Fusing Fan Engagement with Technology The Third Act of the Creator Economy Everything is Fragmenting in Sports Rapid Transformation of Sports Agencies Sports Gen Z & AI Innovation

Human Performance

10 pieces

The War for the Athlete's Body The Most Unrecognized Niche in Athletics The Boom in Private Sports Training Sports Academies The New Arms Race in Sports Education The New Country Club Concussion Tech College Recruiting Tech Mom Economy The Death of Generalist Products

Experiences & Lifestyle

13 pieces

The Great Experientializing of Sports Economics of Sports Events Adult Social Sports Market Platformization of Recreational Sports Simulators Are Redefining Sports Topgolfs for Everything Disruption of Country Clubs Launching a Golf Business Golf Tech & The Future Move Over Pickleball, Padel Is Here Insights From Racquet Sports Industry Dick's Sporting Goods Verticalization The Sideline Economy

Podcast

The Petcash Pod

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