Sands Capital - What Matters Most podcast

High Octane Investing: Inside the Formula One Phenomenon

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When Liberty Media bought the commercial rights to Formula One in 2017, it set a plan into motion: to transform this auto racing sport into a truly global phenomenon, backed by a strong brand and high-profile commercial partners. Sands Capital technology analyst Ben Betcher, CFA explains in this episode of What Matters Most, how Formula One’s tech-like business model differentiates it from other professional sports, and why it continues to drive interest from many investors.

Show Notes

(1:16) The business transformation of Formula One

(5:44) Understanding brand partners’ roles: From Mercedes to Amazon Web Services

(8:30) How the linear vs. streaming sea change impacts growth opportunity

(11:44) The Formula One platform: a tech-like business model

(13:30) Soaring team valuations

(15:54) The checkered history of Formula One

(17:39) An asset-light business approach

(18:07) Formula One’s competitive advantage

(20:38) The strength of a young and diverse audience

(21:25) Risks: rival leagues? sustainability?

(23:59) Improving monetization: The gamble of Las Vegas

(26:17) Growth drivers of promotion, sponsorship, advertising

(33:30) How Sands Capital analyzed and vetted Formula One as an investment opportunity


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