We live in an economy that’s starving for experiences. That’s why $TKO isn’t a stock story. It’s an Ari Emanuel story. 🥊💰🥊
Ari figured something out early that most people never do:
Hollywood isn’t about taste.
It’s about leverage, contracts, and owning the tollbooths.
He did it with talent.
Then with agencies.
Then with leagues, rights, live events, and distribution.
$TKO is just the cleanest expression of that playbook.
They don’t sell products.
They sell moments people leave their house for.
Fights.
Storylines.
Emotion.
Tribalism.
That’s the Experience Economy.
In a world where tech keeps people indoors, scrolling and numbed out, the rarest thing is something that feels real.
Ari owns real.
And the cash flow proves it.
Yes, there’s debt.
There’s always debt when you’re buying leverage.
But they’re confident enough in future cash flows to authorize massive buybacks.
That’s not financial engineering.
That’s conviction.
Ari’s real genius isn’t creativity.
It’s understanding who has leverage, when — and extracting value from it without blinking.
He’s made money in every cycle because he doesn’t bet on trends.
He owns the infrastructure that trends have to pass through.
TKO isn’t about violence.
It’s about owning attention.
And Ari typically wins betting on that.
We live in an economy that’s starving for experiences
p.s. I’m blogging about my ideas, and takes on AI, VC, AI, startups, AI, aliens, AI, consciousness, AI, product UI/UX, AI, tech dev, AI, travel, AI, music, AI tools, AI, and more… how many times can I say AI?
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