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  • Brett Schafer

Deep Dive: Francisco Olivera Discusses Formula One Stock

Listen On:

  1. Spotify

  2. Google Podcasts

  3. Apple Podcasts

Show Notes

This week we brought back on friend of the show Francisco Olivera to discuss Formula One. Formula One is a competitive racing league that is a publicly-traded company owned by Liberty Media. Here are some questions we asked Francisco:

  1. What is Formula One (the business)?

  2. What is the Concorde Agreement?

  3. Before going further, we should talk about the tracking stock and the different tickers. What does all that stuff mean?

  4. TV rights are a big driver for revenue. How could these play out over the next few years? What is the optimal home for Formula One? Could they go DTC?

  5. F1 is trying to embrace America with Drive to Survive and the race in Miami. What can that do to drive growth? (follow ups) Do you think another race could be put on the calendar in the states? How beneficial would an American driver be?

  6. Thoughts on any of the ancillary revenue drivers like video game licensing, F1 TV, or their social channels?

  7. Management is doing some complicated buybacks/debt repurchases. How does that work? What are your thoughts on them and the balance sheet in general?

  8. What could go wrong with a Formula One investment? (premortem)

  9. Where do you see the business in 3 to 5 years?

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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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