Jed York — Principal Owner, San Francisco 49ers (2 trade ideas)

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Date Ticker Direction Thesis Source
Feb 06, 2026
EUROPEAN SOCCER FRANCHISES
LONG 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...
Feb 06, 2026
SPORTS FRANCHISE EQUITY
LONG York discusses his decision to sell a 6.3% stake in the 49ers to wealthy families rather than Private Equity firms. Sports franchises are generational assets that require stability. Private Equity firms generally need to exit or realize returns within a 5-10 year window, which creates misalignment with team goals. Family offices can hold assets for 30+ years, making them the "correct" capital partners for this asset class. The recent 6.3% stake sale was deliberately directed to families to avoid the pressure of a "quick return" associated with PE. Illiquidity; limited access for average investors (requires high net worth). CNBC
49ers Owner Jed York Outlines His Biggest Win...