Group 1 - The article discusses the resilience of a company's growth story despite potential challenges such as tariffs [1] - The author, Ian Bezek, has extensive experience in Latin American markets and focuses on high-quality growth stocks [2] - The company has a beneficial long position in shares of CAAP, PAC, and OMAB, indicating confidence in these investments [3]

You know, a lot of these ownership groups now are starting to sell minority stakes in their teams. In the back of your mind, are you thinking when the day comes where you retire, maybe you'd like to be a part owner of the Chiefs. Uh, yeah.I mean, hopefully that's a long time from now, um, when I retire, but, uh, I mean, that would obviously be cool. I mean, uh, Kansas City and the Chiefs have done so much for me. Um, so to be a part of them in any way, um, would be really cool.And so, uh, I know they do the ...

Group 1 - Global air traffic has not only recovered but is also showing new dynamics of growth, indicating a positive trend in the aviation industry [1] - Corporación América Airports (NYSE: CAAP) is positioned as a unique platform to capture value in this growing market [1]

Investment Strategy & Focus - The firm focuses on sectors where it has a "right to play," such as health innovation and emergency services innovation [5][9] - The firm emphasizes fundamentals over fleeting trends like crypto or AI [17] - The firm aims to bridge the gap between African businesses and international markets by leveraging local expertise and networks [14] Portfolio & Exits - The firm has three funds under management and has exited six companies with returns exceeding 30% IRR [11] - Portfolio companies entering international markets have performed well, exemplified by the sale of a Cape Town-based emergency response business to Motorola, Inc [2][3] - A portfolio company, hearX, merged with Eargo, creating one of the largest OTC hearing aid providers in the US [7][8] Competitive Advantage - The competitive cost base in South Africa and other parts of Africa is an overlooked investment opportunity [18][20] - Relocating the cost base and engineering to South Africa can achieve approximately 30% cost savings [20] - Creating Dollar revenues and Rand cost base [11] Market Trends & Opportunities - The African venture capital market is still in its early stages, with early-stage investments now maturing [9][10] - The number of dollar unicorns born out of Africa is increasing year on year [12] - International investors are increasingly partnering with the firm and its companies [15]

Core Insights - SEGG Media Corporation is set to participate in a high-stakes doubleheader weekend at Iowa Speedway, featuring both the NTT INDYCAR Series and INDY NXT, showcasing the company's involvement in sports and entertainment [1][7] Company Overview - SEGG Media Corporation (NASDAQ: SEGG, LTRYW) is a leading technology company focused on transforming the intersection of sports, entertainment, and gaming, operating digital assets like Sports.com and Lottery.com [1][7] - The company emphasizes immersive fan engagement, ethical gaming, and AI-driven live experiences, aiming to redefine audience interaction with content [7] Event Details - The Iowa Speedway, known as the "Fastest Short Track on the Planet," will host INDYCAR's only doubleheader of the season, with races taking place on a 0.875-mile tri-oval track [1][7] - The weekend schedule includes free practice on July 11, INDYCAR qualifying on July 12, and two races on July 13, with live broadcasts available on NBC, Peacock, and Sky Sports [6][7] Team Performance - PREMA Racing is optimistic about its performance after recent testing at Iowa, with drivers Callum Ilott and Robert Shwartzman prepared for the challenges of the oval track [2][3] - Andretti Global is coming off a successful weekend, celebrating its 300th win, and has a strong historical performance at Iowa with 10 victories and 26 podiums across its programs [3][4]

Well, you know, in any business, scale is important. So, I came into the league, we were 12 teams who weren't in the Bay Area, and now look at the Golden State Valkyries, who just tipped off this season. They're killing it.Uh, and then we felt that 18 was the right number for now through the end of the decade. So, we just added Cleveland, Detroit, and Philly just a week ago announced, and they'll come in in 28, 29, and 2030. And, um, so I think 18 will be the right number, but you're trying to balance um th ...

in any ways gonna bow out here though. No. No.What I love he's a pretty strong little guy. One of my one of my I talk about what could really go wrong in the market for my speech today for the club is having the president named the second chair while he's shadowed chairman. I you know what I don't like I mean look I think that we're all you know we're TV people but we're also people.Uh, at what point uh does someone have no shame. I I I think those charges, you'll look back and you'll say, "Boy, I wish I ha ...

Product Launch and Market Impact - Odyssey has maintained its position as the 1 putter for over 25 years across all major worldwide tours, with the updated Hockey Stick model featuring enhanced design and technologies [1] - Callaway's Chrome Tour Golf Ball family has achieved significant success, including 4 major wins, supported by an investment exceeding $100 million in its manufacturing plant [2] - The new Happy Gilmore 2-inspired products, including Limited Edition Odyssey Hockey Stick Putters priced at $499.99 and Chrome Tour Balls at $59.99 per dozen, will be available at Callaway retailers starting July 11th and July 25th respectively [3] Company Overview - Callaway Golf, a brand under Topgolf Callaway Brands Corp. (NYSE: MODG), is recognized as a leading manufacturer of premium golf equipment and accessories, emphasizing innovation to enhance golfer performance [4]

Trade & Tariffs - US imposes 35% tariffs on imports from Canada, effective August 1st [1] - Tariffs attributed to fentanyl concerns [1] Geopolitics & Diplomacy - US and China's foreign ministers meet in Malaysia to discuss trade tensions [2] - A summit between Presidents Trump and she is likely [2] Technology - Google reportedly reaches a deal to provide cloud computing services for the US government at a heavily discounted price [2] - Apple plans new product releases for the first half of 2026, including a new low-end iPhone, multiple iPads, and upgraded Mac computers [3] Mergers & Acquisitions - Flutter Entertainment acquires Boyd Gaming's 5% stake in FanDuel for $1.76 billion [3] - The deal values FanDuel at $31 billion [3] Market Share - FanDuel holds 43% of the sports betting market [3]

MLB’s top 10 earners will haul in $576 million combined this season: https://t.co/yXuZCY2rbQ https://t.co/yXuZCY2rbQ ...