Uncorrelated Interests (Page 3)

Uncorrelated Interests

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Growing the Premier League Media Empire

This is not a newsletter about sports, but as I noted in Football vs. Football, the objective, rule-based nature of sport makes for an interesting environment in which to explore the effects of systems, investments, and business structures on outcomes. In that piece I briefly examined the topline revenues of

Football vs Football

I’ve spent much more time the past several weeks wading through the relatively esoteric frameworks and philosophies of work. This strain of thinking has been top of mind for me personally because, well, I’m literally building a company in the space, and thus the newsletter became a welcome

Trophies for Sale

I’m an avid fan of Arsenal FC, the Gunners, a top English football (soccer) club in North London made famous by Arsène Wenger’s “Invincibles” squad. The English Premier League (EPL) is, without question, the world’s top soccer league, and though our homegrown American league (MLS) has improved

The Obligations of Innovation

Silicon Valley is just a sub-2000 square mile patch of land in Northern California, of equivalent size to the state of Delaware. A small plot of relatively unremarkable topography. Silicon Valley is also the heart, headquarters, and catalyst for the startup ecosystem that (now) powers the US economy. Seven of

Cementing Cinematic Synergies

“Am I worried? Of course I’m worried. The cultural space in which the movies I care most about have flourished seems to be shrinking. The audience necessary to sustain original and ambitious work is narcotized by algorithms or distracted by doomscrolling. The state of the movies is very bad.

From Pixels to Popcorn

Introduction In the first part of this series, we outlined a couple of unfortunate truths about the theatrical film business: * Attendance per person has been in permanent, predictable secular decline for 70 years. * Major Exhibitors have massive balance sheet risk due to mismanagement of this decline and exacerbated by the

Pricing Like It’s 1969

Introduction In Part 1 of the series, I walked you through the long-term secular decline of movie theater attendance, and the still difficult to justify decisions Exhibitors have made to not only not cut back on their theatrical footprint but to invest further over the last 40 years. This has

Saving the Silver Screen in the Streaming Age

“Theaters are dead” So proclaim the talking heads from all sides - critics, podcasters, even industry insiders. We’re living in the Streaming Age, after all, in which content is abundant and consumable on demand everywhere. One of the major victims of this abundance is the now lowly movie theater;