Motley Fool Hidden Gems Investing ESPN Isn't Going Anywhere
Sep 12, 2022
Jason Moser, a senior analyst at Motley Fool, shares insights on Disney's D23 Expo, emphasizing the importance of live sports in driving advertising and audience engagement for ESPN. Moser explains why a spin-off wouldn't mirror eBay's situation. Marc Rapport speaks with Joseph Ori from Paramount Capital Corporation, who reveals exciting trends in commercial real estate, highlighting the hot industrial market and its resilience despite rising interest rates. The discussion provides a unique look at shifting consumer behaviors and investment strategies.
AI Snips
Chapters
Transcript
Episode notes
Live Sports Dominance
- Live sports are a major driver of television ratings, especially pro sports.
- The upcoming Super Bowl ad sales demonstrate the high value of live sports.
Sports Betting Opportunity
- Sports betting is a growing market, presenting a significant opportunity for ESPN.
- ESPN's connection to sports makes it well-positioned to benefit from sports betting's expansion.
Retail Investments
- Despite market downturns, major retailers like Walmart, Amazon, and Target continue to invest.
- Research suggests that investing during recessions can lead to greater future earnings.