Sports Investments on a Wobble

Blain’s Morning Porridge April 17th, 2026: Sports Investments on a Wobble“I skate to where the puck is going to be, not where it has been.”I have no interest in golf – it’s a good walk spoilt. But the rumoured collapse of the rogue LIV Golf Tour, and the disinterest fans are showing in attending Trump’s price-gouging Football World Cup, may be hints the sports investment bubble is about to burst. If it does, it could trigger a confidence wobble across private capital. It could also spell opportunity!LINK TO PODCASTOne of the more esoteric markets I follow is Sports – watching how much teams sell for, the revenues top stars can command from monetising their brands, and how the cash flows (and property sales) from infrastructure investments like stadiums can be captured for funding. The value of teams and stars is immense. It’s a fascinating market and it’s no wonder there are a significant number of investors focused on sports investment opportunities.The rationale is to capture the cash generative power and potential returns from monetising fandom, media and advertising rights. These are huge. Hedge funds like CVC and private capital have bought up teams and events across the sporting spectrum; including Football, Formula 1, Rugby and some of the more niche spectacles including my particular passion, Sailing.   But suddenly the mood has started to turn…You can read the Morning Porridge by subscribing on ⁠www.morningporridge.com⁠, and have it delivered fresh to your inbox every morning!