{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/6a33a10e5e89ed83948bf54a?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"What’s a hydration break worth & Mr Beat-Up divides Bryce and Ren","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/1781820398585-71dc57c7-9e7b-451e-86b2-50a4226d5281.jpeg?height=200","description":"<p>What’s a World Cup hydration break really worth? Potentially billions in advertising inventory. This week, Bryce, Ren and Simon unpack the business of sport, from FIFA’s controversial new breaks to UFC’s costly White House spectacle and Ice Cube’s surprise public listing plans. Then, Mr Beat Up assess Hims &amp; Hers Health, a telehealth darling that’s fallen hard from its highs. Is the market overreacting, or is the sell-off justified?</p><p><br></p><p><strong>In this episode:</strong></p><p>00:00 – FIFA’s hydration breaks &amp; the hidden ad revenue opportunity</p><p>04:36 – The Knicks’ success &amp; Madison Square Garden’s stock surge</p><p>05:57 – UFC’s expensive White House event &amp; investor reaction</p><p>07:37 – Ice Cube’s Big3 basketball league heads for IPO</p><p>09:42 – Mr Beat Up scorecard: reviewing previous picks</p><p>11:34 – Hims &amp; Hers Health &amp; its rollercoaster journey</p><p>16:22 – Applying the four-step stock checklist</p><p>23:35 – Our Valuation verdict</p><p><br></p><p>ETFs and Stocks mentioned: Madison Square Garden Sports Corp (NYSE: MSGS), Madison Square Garden Entertainment Corp (NYSE: MSGE), TKO Group Holdings (NYSE: TKO), Formula One Group (NASDAQ: FWONK), Manchester United (NYSE: MANU), Juventus (BIT: JUVE), Brisbane Broncos (ASX: BBL), Xero (ASX: XRO), Duolingo (NASDAQ: DUOL), Flutter Entertainment (NYSE: FLUT), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Boeing (NYSE: BA), UnitedHealth Group (NYSE: UNH), Tesla (NASDAQ: TSLA), ServiceNow (NYSE: NOW), Hims &amp; Hers Health (NYSE: HIMS), Novo Nordisk (NYSE: NVO)</p><p><br></p><p>To check out LendUs head to <a href=\"https://www.lendus.com.au/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.lendus.com.au/equitymates</a></p><p><br></p><p>———</p><p><br></p><p>Want to get involved in the podcast? Record a <a href=\"https://tinyurl.com/4uw5f58j\" rel=\"noopener noreferrer\" target=\"_blank\">voice note</a> or <a href=\"https://tinyurl.com/2hyfsrw7\" rel=\"noopener noreferrer\" target=\"_blank\">send us a message</a></p><p><br></p><p>And come and join the conversation in the Equity Mates <a href=\"https://www.facebook.com/groups/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook Discussion Group</a>.</p><p><br></p><p>———</p><p><br></p><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – <a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">we’ve got you covered</a>.</p><p><br></p><p>Keep up with the news moving markets with our <a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a> and podcast (<a href=\"https://tinyurl.com/yxm3mm2c\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p><br></p><p>We’re particularly excited to share our latest show: Basis Points</p><p><br></p><p>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p><br></p><p>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></p><p><br></p><p>Read the <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monthly email</a></p><p><br></p><p>———</p><p><br></p><p>Looking for some of our favourite research tools?</p><p>Download our free <a href=\"https://tinyurl.com/7k2z7ebx\" rel=\"noopener noreferrer\" target=\"_blank\">Basics of ETF handbook</a></p><p>Or our free <a href=\"https://tinyurl.com/4zjkm3pt\" rel=\"noopener noreferrer\" target=\"_blank\">4-step stock checklist</a></p><p>Find company information on <a href=\"https://www.tikr.com/?ref=equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">TIKR</a></p><p>Research reports from <a href=\"https://goodresearch.com.au/ref/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Good Research</a></p><p>Track your portfolio with <a href=\"https://www.sharesight.com/au/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Sharesight</a></p><p><br></p><p>———</p><p><br></p><p>This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.</p>","author_name":"Equity Mates Media"}