This podcast episode explores the recent merger between WWE and UFC, discussing the strategic move by both companies to leverage their strengths and capitalize on the growing popularity of live sports and streaming services. The deal, valued at $21 billion, creates a unique entertainment ecosystem that caters to a specific niche market of fans who are willing to pay a premium to watch live sports. The episode also discusses the importance of evaluating management teams, CEOs, and board members when making investment decisions, emphasizing the need to assess their capabilities, incentives, and alignment with company performance. Additionally, Allison shares her admiration for CEO Jensen Huang and his leadership at NVIDIA.
