Such a great Q&A with Gary V on the future of esports. Right at the end he gives advice to someone wanting to invest in the industry and tells him to find a company with three key advantages:1) In perpetuity (forever)2) Evergreen
3) Picks and shovels
He says the best bet is to find a company that provides infrastructure. Something that can continue no matter what teams or games are out there and "in fashion". That's ESH through and through. They're the railroad tracks for the trains and passengers. Doesn't matter what train, they'll always be in demand. ESH are building esports tournament infrastructure. The engine of the industry. Love it! As Cameron Adams (Canva CEO) said when he joined The BOD "I’m delighted to take up this appointment with Mogul. Their product is unparalleled within the esports market."
Ann: Amended - Mogul Partners with NASDAQ-listed SLGG, page-266
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