Joe Pompliano

A professional sports gambler used analytics to turn a $700,000 loan into more than $300 million. This is the wild story 👇👇👇

High Point’s Chase Johnston, who shoots nearly 50% from 3, just made his first two-pointer of the season to beat Wisconsin

Source: wsj.com/business/retai…

Here's a crazy youth sports stat... More than 8 million families spend $500 or more each year at Dick's Sporting Goods, accounting for 50% of the company's total sales. Dick's stock is up 140% over the last 5 years.

The menu for Rory McIlroy’s Masters champions dinner has been released 👏

The Crane Cam at The Players Championship covers multiple holes from 125 feet in the air. Just don’t ask to go to the bathroom.

Vail’s Epic Pass transformed the ski industry’s business model. But with stalled revenue growth, overcrowded mountains, and declining snowfall, Vail’s stock is now down 55% over the last 5 years — compared to a 70% gain for the S&P 500. READ: huddleup.substack.com/p/inside-vail-…

@obithat Jacking up single day lift tickets to force everyone into an epic pass is certainly the bigger piece, but historically poor weather out west this year destroyed their latest earnings report. Everything, from lift, dining, and ski school revenue to net income was down 5-15%.

@JoePompliano Declining snowfall has absolutely nothing to do with their financial struggles. They made it more expensive to ski a weekend in Colorado than to fly to Europe and ski a weekend.

The PGA Tour acquired 415 acres of Florida swampland for just $1 in 1979. The Tour then used that land to build TPC Sawgrass, host of The Players Championship, kickstarting a real estate business that now generates ~$150 million in annual revenue. READ: huddleup.substack.com/p/the-players-…

Rolapp: "The sports business is not that hard. Just think like a fan and 9.5 times out of 10 that's probably the right answer."

TKO — the holding company for UFC, WWE, and other sports assets — generated an absurd $1.2 billion in free cash flow last year (+148% from 2024). The company's stock is now up 42% over the last 12 months, compared to a 20% gain for the S&P 500. READ: huddleup.substack.com/p/inside-tko-h…

AI is not coming for gladiator sports

TKO's business model is better than almost every other sports/entertainment property: • Year-round schedule • Virtually no competition • $15 billion in media rights deals • Controlled costs = super profitable • 73% of EBITDA converts to FCF READ: huddleup.substack.com/p/inside-tko-h…

@heynottheface It's crazy. 73% of 2025 EBITDA converted to free cash flow.

@JoePompliano Monopolistic leverage.

Apple TV bought a weeklong spot in Times Square for a 3D billboard to promote its inaugural season as Formula 1’s exclusive U.S. broadcast partner 👏

The 2026 Formula 1 calendar is insane: • 24 races • 21 countries • 5 continents • 12 time zones Drivers will spend at least 140 hours flying — not including trips back home or to the factory.

@gilbert @klace32 @AcquiredFM Haha thanks Ben! Between this one, the NFL, and Rolex, you guys are hitting all my interests. Keep up the great work.

@JoePompliano @klace32 @AcquiredFM Thanks, Joe! Funny, I was just reading your write-up thinking, "I wish I had read this while we were still in our research process." :) It's great.

My 2026 Formula 1 business breakdown is live! Topics: • F1's (record) 2025 financial performance • Why the Apple TV deal will change the sport • How Cadillac prepared for its first season • F1's real estate portfolio in Las Vegas READ: huddleup.substack.com/p/how-formula-…

@klace32 @AcquiredFM Nope, I do it every year before the season starts but I will definitely be listening to their episode. Everything they do is such high quality.

@JoePompliano Interesting time. Did you and @AcquiredFM coordinate this?