Allen & Company

It's tied to a city that you love.

And, you know, somebody said to me at Allen and Company, I think it was Hank Greenberg's son said it to me that the team is always worth 10%.

of whoever the richest person is in the city.

It was a great axiomatic fact, but I'm just wondering how you juxtapose your collectibles and the things that you're buying that have the scarcity to the Baltimore Orioles.

They filed their S1 on September 3rd.

with Goldman Sachs, Morgan Stanley, JP Morgan, Allen & Company, and Jefferies leading.

And they replaced their estimate, $1.21 billion revenue for the nine months to June 30th, up 74%, net income of $60.8 million against $1.6 million a year earlier.

So that's pretty big.

We had an opportunity to possibly look at that.

And then, uh, kinda had my name in the, in the hat, and it was kinda late May, early June that I was, uh, contacted by the, the group that was running the process for the Allen families, ironically, uh, called Allen and Company, through another gentleman, uh, uh, at another sports group.

And they kinda linked me up, and I had, uh, had a few calls with them.

Got along really well with the family right out of the gates, and, uh, they kinda brought me along for the ride.

It's not the famous one that we all know.

Allen and Company in, where is it? Somewhere in Idaho, right? Sun Valley.

It's not

that thing.

There we

go.

It's sort of like the Sun Valley Allen and Company Conference.

It convenes the economists.

But what does that really mean? And I'll tell you where the first figure came from.

Allen Company, that's a sort of consulting informational company, estimates that the entire vertical video economy outside of China will generate $150 billion in 2026.

Pretty impressive.

Right.

They're calling it just Aura Inc. instead of Aura Health or Aura Ring.

And taking a look at the underwriters, Goldman Sachs, Morgan Stanley, JP Morgan, the big three that we see on so many IPOs, Allen & Company, and Jeffries.

And there's a handful of other names of underwriters and book runners.

But one of the key names that we see here is at the bottom, and that's Robinhood.

So she managed the entire sale process.

And we were with Allen & Co, which is the bank for transacting these sorts of businesses.

And I was saying, so when do you think I'm going to meet the AOL Time Warner people? And they were like, yeah, it's weird.

They haven't asked to meet you yet.