Nathaniel Horowitz

CEO, Hunterbrook
@nbhorwitz · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
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SPHR long +22.5%
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SPHR ×1
Recent Calls
SPHR long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +22.5% Long Return +22.5% Short Return -
Average Return
7d -1.3%
30d -4.1%
90d +16.5%
Result
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Thesis
Theme
Source
SPHR Sphere E... Sphere Entertainment Co.
Long
Feb 13
$115.70
+22.5%
The market viewed Sphere as a novelty dependent on U2 concerts. Hunterbrook's data analysis showed the "Wizard of Oz" show and other daily content were generating massive, high-margin revenue on non-concert days. Investors misunderstood the asset utilization rate. It is not just a concert venue; it is a cinema/experience printing money daily. The "Postcard from Earth" and other IP leverage existing content to generate high ROI. The asset is more profitable and sustainable than the initial "novelty" thesis suggested. Content fatigue; high operating costs of the venue.
The market viewed Sphere as a novelty dependent on U2 concerts. Hunterbrook's data analysis showed the "Wizard of Oz" show and other daily content were generating massive, high-margin revenue on non-concert days. Investors misunderstood the asset utilization rate. It is not just a concert venue; it is a cinema/experience printing money daily. The "Postcard from Earth" and other IP leverage existing content to generate high ROI. The asset is more profitable and sustainable than the initial "novelty" thesis suggested. Content fatigue; high operating costs of the venue.
Consumer
YOUTUBE
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