JohnWallStreet

Sports intelligence. The most influential people in sports, media & finance start their day with JWS. Sign-up for free at

[JohnWallStreet @HowieLongShort]

🚨I couldn't be more excited to announce the close of an oversubscribed investment round!

The JohnWallStreet cap table now includes a multitude of strategic investors, including long-time reader David Blitzer.

The rest of the group and vision are here.

https://t.co/jMBi42CTpk

[JohnWallStreet @HowieLongShort]

@Aquinas82nd @BigELawson This is the kind of personality you want your OL to have...

[JohnWallStreet @HowieLongShort]

Love this.

[Patrick Ryan @PRyanTexas]

Growing trend in Premium Seating - merch specific to a high end club

Really like the @astros going with @hbgolfusa and @petermillar for The Diamond club

Any guesses for which pro team was the first to launch merch tied to a suite/club area???

[JohnWallStreet @HowieLongShort]

Sign up to receive the newsletter at JohnWallStreet[dot]com or subscribe to the JohnWallStreet YouTube page.

[JohnWallStreet @HowieLongShort]

New Episode of @JaneWallStreet will be released tomorrow morning.

@GanunLester sits down with @athlos Acting President Kayla Green to explore gender-neutral branding, turning athlete access into a competitive sponsorship advantage, & using esports’ playbook to grow fandom. 👇

[The Sports Advisors @JWSAdvisors]

@NickKelly @Aquinas82nd @shrip1220 @johnsbrody @HowieLongShort If you're interested in getting in touch with a JohnWallStreet Advisor, reach out to [email protected]

[Big Business on Campus @BigBusinessOC]

Army West Point @WestPoint_USMA AD @TT_Army_AD talks about innovating on the experiential side for the Cadets, fans, and sponsors while staying true to Army's roots and "[making] people feel great about this country".

"You mentioned the @ArmyNavyGame. We take that show on the road now.

So it's not just in Philadelphia anymore, but we've really moved it to different cities in the Northeast to help us from a recruiting standpoint, to help us from just even an exposure standpoint and, you know, we had 7 million people [tune in]."

Theo shouts out @CBS for being great partners.

"We did Army-Navy soccer in an MLS Stadium in Philadelphia, which had over 10,000 fans.

We actually had 15,000 people for a lacrosse game not too long ago here [at Michie]."

"But to answer your question, we're not doing enough of it.

And I think especially with who we are, there's so many ways that I think we can continue to elevate that experience and make sure they're in really cool atmospheres that we can continue to tell our story on the biggest stage possible."

[The Sports Advisors @JWSAdvisors]

The Advisors (@NickKelly, @Aquinas82nd, @shrip1220 & @johnsbrody...and host, Mr.WallStreet himself @HowieLongShort) kick off the World Cup conversation by discussing "dynamic pricing".

Shripal jumps right in:

"You use dynamic pricing to optimize for a night or a match. When you're doing brand building, you're optimizing for a decade. FIFA is choosing the night, right?

It's a very short-term thinking, and when you get to yield management, that's a tool."

Shah argues that FIFA is running the risk of "pricing out the next generation of fans".

Is the "dynamic pricing" approach justified? Let's hear your thoughts.

[At The Table with Deirdre Lester @JaneWallStreet]

Tomorrow we have on Kayla Green from @athlos

It's a powerful conversation that touches on Kayla's career @Apple @Toyota --> becoming the Founding CMO @weareangelcity and now the Acting President @athlos.

She loves working with "following :)" @alexisohanian!

ATHLOS is building with and for athletes.

In the episode, Kayla tells a great story about their @CashApp partnership and how they activated the brand under this premise:

"So you guys pay people through a payment platform. Could we pay the athlete immediately?"

@masai_russell was paid right after she won the 100-meter hurdles last year.

ATHLOS also works with Toyota as the official car to pick up the athletes from the airport -- they have curated playlists and other amenities to make the experience as best as possible FOR THE ATHLETE.

Fans are going crazy for ATHLOS, they just announced their London debut 👏🏻

ATHLOS is going all in on the experiential side as well -- sitting at the intersection of sports & culture and owning that with live concerts on site.

Kayla is a gem, episode drops tomorrow!

[JohnWallStreet @HowieLongShort]

@Aquinas82nd @shrip1220 @johnsbrody https://t.co/JCAqCkFqE6

[JohnWallStreet @HowieLongShort]

The World Cup is serving as a stress test on the modern sports business model.

The core four unpack pricing power, real estate optionality, and what MLS/its clubs can do to capitalize on the once-in-a-generation moment..

Link to📺watch the full episode 👇

[JohnWallStreet @HowieLongShort]

Their execs should probably be in attendance.

https://t.co/q4J5fSsPdA

[Lia Assimakopoulos @Lassimak]

Breaking: The Dallas Stars have picked the Shops at Willow Bend in Plano as the site for their new arena and entertainment district.

The team has submitted a letter of intent for the new development to Plano City Council, which will be voted on Monday. https://t.co/LEj7PBWScZ

[JohnWallStreet @HowieLongShort]

@CoachCandreaUA Class of 2035

[JohnWallStreet @HowieLongShort]

Mads pitching debut. 🥎

[Michael Hirsch @mhirsch1414]

I have like 50 different Music 🤝 Sports tweets to retweet here but I’m choosing the Substack I wrote on the Savannah Bananas incredible work with music.

Shoutout @SharkOnTheMic 🍌

Music is integral to maximizing live events and lots of emerging leagues are tapping in.

- LOVE what @JeremyBloom11 is doing with @XGames (see pic)

- Have a friend from South Korea who went to @livgolf_league in Busan and saw Peggy Gou — had an epic time

- @athlos had Megan Thee Stallion @theestallion perform — Kayla Green (Acting President) of @athlos is on @JaneWallStreet on Thursday; talks about being a full on “live events business” at intersection of sports X culture

- @Spotify just partnered with @nyliberty

- think about that country roads video that went viral yesterday

Music in sports has never been more important in a world where digital storytelling is of hyper importance and IRL events need to ROCK

[The Sports Advisors @JWSAdvisors]

Sign up & get the episode in your inbox tomorrow AM — https://t.co/lEtPnoOLzj

[Michael Hirsch @mhirsch1414]

Erika’s point on which sports will thrive because of how accessible / inaccessible had me thinking.

On Thursday Deirdre has on Kayla Green, @athlos Acting President…it’s a phenomenal episode.

So, I’m thinking that maybe @athlos is truly entering the zeitgeist (beyond all the incredible events they put on + working with / paying athletes appropriately) because of the simplicity of the sport.

Running is such a primitive functionality, you literally need nothing, although a nice pair of Minted @MarcusMilione doesn’t hurt.

[Patrick Crakes @Aquinas82nd]

Think of it as the sports media equivalent of Carl Sagan's Cosmos and Indiana Jones and the Temple of Doom combined...Nothing like it it anywhere in the global sports landscape, probably...

[JohnWallStreet @HowieLongShort]

https://t.co/q4J5fSsPdA

[JohnWallStreet @HowieLongShort]

Building Beyond the Bowl will serve as an opportunity for club owners and senior executives to gain a better understanding of the opportunity, identify best practices, and ask sector experts questions in an off-record setting.

If you would like to attend, express interest 👇

[JohnWallStreet @HowieLongShort]

https://t.co/EOW7vXpQXf