Live Nation Entertainment

Discussed in 1 interview, pitched by students twice.

Student pitches

Winter 2021 Long Live Nation Entertainment By Will Husic, Harrison Liftman and Cathy Yao Student pitch, p. 25 ↗ 2020 Darden at Virginia Investing Challenge (COVID-19 recovery theme)
The world's largest live entertainment company, pitched as one of the big winners when concerts come back.
Fall 2016 Long Live Nation Entertainment By Jocelyn Doman Student pitch, p. 20 ↗ Women's Investment Ideas Club event
Concerts, ticketing, artist management and sponsorship in one company, with improving economics.

Spring 2021 Sean Stannard-Stockton Ensemble Capital Interview, p. 26 ↗
Ensemble's three pillars (moat, management, forecastability), the Time Warner mistake, Mastercard as a case study, and a long walk through Home Depot.
Companies: Home Depot, Mastercard, Netflix, Time Warner, Live Nation Entertainment Moats Judging management Quality compounders