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Who the F*** Bought Man United ?!!

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Who the F*** Bought Man United ?!!

In the Champions League of Speculation - this is a Trophy

Peter Pham
Feb 16, 2023
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Who the F*** Bought Man United ?!!

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Earlier this week - we noted that Cineworld is up +51% since our call. With a simple thesis below:

The Inversion Investor
Spec Long: Cineworld $CINE
Extremely speculative position. Management’s focus on the total sale of assets could attract new buyers to the news cycle. Let’s hope for movie magic…
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5 months ago · 10 likes · Peter Pham

“Management’s focus on the total sale of assets could attract new buyers to the news cycle.”

Like clockwork, the newswires started to roll in and the stock caught a bid that should keep it higher.


Who the Fund Bought Man Utd ?!!

In our latest update to readers, we also noted bids from billionaires and sovereign wealth funds for trophy content assets:

“Spec the Middle East

Money coming out of the middle east to buy content assets is a great thesis. Both MANU 9.05%↑ and WWE 0.52%↑ will always catch a bid at intrinsic value. The ability to privatize these businesses or to link them to strategic buyers creates many outs for investors.”

The Inversion Investor
$CINE Up +51% for the Month
Cineworld is up on the acquisition speculation as the theaters rebound this year. This spec still has some legs with a tight stop loss for 25% of the investment. For the more venturous - let it ride…
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4 months ago · 8 likes · Peter Pham

Word on the street is that the current United owners have set a 17 February soft deadline to entertain bids for a sale. This seems to be the case - based on the EST close of MANU 0.00 .


What’s Next?

Wrestlemania? WWE 0.00

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Who the F*** Bought Man United ?!!

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