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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 06 LONG Jed York
Principal Owner, San Francisco 49ers
York identifies Leeds United and Rangers FC as specific assets he is investing in. He compares them to the 49ers in the late 2000s—franchises with massive historical brands and fan bases that are currently underperforming. These assets are "mispriced" because they are managed poorly, not because the brand is weak. By applying the same management structure used to turn the 49ers from a losing team to a Super Bowl contender, the value of these European clubs can be unlocked. He calls it "polishing the asset." York cites the 49ers' turnaround (from 2-14 record to consistent contention) as the blueprint. He notes that Leeds belongs in the Premier League and Rangers should be competing higher in Europe, implying significant upside if operational efficiency improves. Relegation risks (in soccer systems); failure of US management styles to translate to European leagues; prolonged periods of losing. CNBC
49ers Owner Jed York Outlines His Biggest Win...