TKO TKO Group Holdings, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
21:00
Sep 30
Sep 30
All-In Podcast
UFC underpays; PFL can compete
Jake Paul argues UFC underpays fighters at roughly 15% of revenue versus 50% in other leagues, causing talent flight and missing big fights; his MVP has 400 fighters and merged with PFL to compete by giving fighters better revenue share and sponsorships.
TKO
TKO Group Holdings, Inc.
Avoid
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16:26
Sep 21
Sep 21
CNBC
Partnership revenue growth is just backloaded.
The perceived slowdown in TKO partnership revenue is calendar timing, not weak demand: Q1 and Q2 growth of 2% and 8% reflected a first half packed with international events that limited global partnership sales, but the second half has many multi-year, high-margin, recurring global partnership deals taking effect. WWE partnership revenue is expected to finish up over 20% year-over-year for the year, and the $30 million margin hit from the White House/birthday UFC event was planned and one-time.
TKO
TKO Group Holdings, Inc.
Long
1ST
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16:26
Sep 21
Sep 21
CNBC
TKO undervalued versus sports team values.
TKO has roughly $15 billion of long-term guaranteed contracts, owns four global leagues/properties that operate 365 days a year, and appears undervalued relative to sports franchise prices. Emanuel notes the Lakers are selling for $12.5 billion and argues that if one team is worth that much, four global leagues with guaranteed contracts should be worth considerably more.
TKO
TKO Group Holdings, Inc.
Long
2ND
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About TKO Investor Commentary
Across the available history and selected sources, Buzzberg tracks TKO (TKO Group Holdings, Inc.) across 9 sources: 9 bullish vs 0 bearish calls from 17 authors. Historical directional balance: 35% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 26 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Jake Paul, Mark Shapiro, Ari Emanuel.