TSLA▲ 127.2%GOOGL▲ 117.6%BE▲ 35.9%PANW▲ 66.3%LLY▲ 16.4%BABA▲ 28.7%NYT▲ 9.1%AAPL▼ 0.5%NVDA▼ 7.6%EA▲ 1.2%CRM▼ 9.5%MSFT▼ 25.0%PLTR▼ 24.2%LNG▼ 22.1%UBER▼ 13.0%TSLA▲ 127.2%GOOGL▲ 117.6%BE▲ 35.9%PANW▲ 66.3%LLY▲ 16.4%BABA▲ 28.7%NYT▲ 9.1%AAPL▼ 0.5%NVDA▼ 7.6%EA▲ 1.2%CRM▼ 9.5%MSFT▼ 25.0%PLTR▼ 24.2%LNG▼ 22.1%UBER▼ 13.0%
All holdings

Dallas Mavericks

privateBullish

Professional NBA basketball franchise based in Dallas, Texas, competing in the Western Conference.mavs.com ↗

1 take · first discussed Oct 3, 2024

Net conviction
Bullish
Who's weighed in
G
Takes
1
First discussed
Oct 3, 2024

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

GGuests
Bullish

Mark Cuban believes NBA team valuations have not peaked, projecting the Mavericks could be worth $20B if a casino development around American Airlines Center is realized, justifying his decision to retain 27.7% rather than sell outright.

E198 · Oct 3, 20241 call ↓

The discussion

Mark Cuban holds a bullish view on the Dallas Mavericks at medium conviction, arguing that NBA team valuations have not yet peaked. His core thesis rests on a speculative but high-upside catalyst: the potential development of a large-scale casino complex around American Airlines Center, which he believes could push the franchise's value to $20 billion. This rationale directly informed his decision to retain a 27.7% stake rather than selling outright. With only one host offering a view, there is no disagreement or corroboration from the other All-In hosts on this topic.

How they got there

GGuests1 mention since Oct 3, 2024
BullishE198Oct 3, 2024⚑

Mark Cuban believes NBA team valuations have not peaked, projecting the Mavericks could be worth $20B if a casino development around American Airlines Center is realized, justifying his decision to retain 27.7% rather than sell outright.

I don't think they've peaked yet because it— for the reasons I just mentioned, if we're able to build a Venetian-type casino in Dallas with an American Airlines Center in the middle of it, the valuation is $20 billion, but I own 27% of”1:33:15
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.