{"version":"market-claims.v1","asset":{"symbol":"LYV","name":"LYV","assetClass":"EQUITY"},"claims":[{"id":"mcl_6515cd884419fd2ad4","url":"/trace/claims/mcl_6515cd884419fd2ad4","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Live Nation owns events, ticketing, talent and athletes; about to print Q2 into World Cup and festival season.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"LYV","name":"LYV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2791923393?t=8731s","sourceUrl":"https://twitch.tv/videos/2791923393","timecode":"145:31","startMs":8731000,"endMs":null,"excerpt":"the other related trade to this is Live Nation, World Cup as well. Like, they're about to print Q2, bro... Live Nation is another one. It's worth $37 billion though. Stock looks really good."},"performance":{"entryPrice":162.3800048828,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_1e7f71bffdc53ec399","url":"/trace/claims/mcl_1e7f71bffdc53ec399","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"The world's biggest concert and venue operator keeps filling seats and raising prices as crowds chase real, in-person experiences that no screen or AI can copy, while digital rivals get commoditized.","confidence":0.72,"expert":{"slug":"garyvee","displayName":"Gary Vaynerchuk","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/30811001-e","url":"/trace/experts/garyvee","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"LYV","name":"LYV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=TGtgqm6JHaM&t=4430s","sourceUrl":"https://youtube.com/watch?v=TGtgqm6JHaM","timecode":"73:50","startMs":4430000,"endMs":null,"excerpt":"Now, I, you know, look, this thing is no joke. We all know that it's big stakes. There's a lot to it. But, you know, I still think whatever that human was to being scrappy to find their friend for the photography, you know, that scrappiness is going to be deployed into something else."},"performance":{"entryPrice":155.9299926758,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_94ba30f44bf6169e96","url":"/trace/claims/mcl_94ba30f44bf6169e96","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Concert and ticketing revenue keeps compounding double digits as fans pay up for stadium spectacles, deferred revenue swells past $6.6B, and the company controlling promotion and ticketing captures the live music boom.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"LYV","name":"LYV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=-XroYgyoNuU&t=8483s","sourceUrl":"https://youtube.com/watch?v=-XroYgyoNuU","timecode":"141:23","startMs":8483000,"endMs":null,"excerpt":"And so yeah, there's something that's always been missing from like part of the experience of being a music fan, to never actually go and trade your dollars. Like I think people people do like to vote with their dollars and express their interests and actually have this physical embodiment of their taste."},"performance":{"entryPrice":165.6499938965,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}