Investment Thesis
I'm a long-term business analyst, and most of my work is related to spotting great companies that benefit from long term trends. I have feeling that in football, 90% of things are done with the short-term time horizon. A lot of money has thrown away with the erroneous transfer policy. Probably the best example recently was Barcelona and the hot acquisitions during the last few years (Philippe Coutinho, Ousmane Dembélé, and Antoine Griezmann). Each player has become the worst version of themselves.
Manchester United (MANU) was a role model for vision,