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When the capital changes faster than the business
Industry Analysis Michael Porter 30/04/2026 Industry Analysis Michael Porter 30/04/2026

When the capital changes faster than the business

PIF will stop funding LIV Golf after the 2026 season. The headlines are about the players. The real story is about what this signals to every other capital source watching sport right now.

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America Wants the World Cup. It Doesn't Want the World.
Industry Analysis Michael Porter 24/03/2026 Industry Analysis Michael Porter 24/03/2026

America Wants the World Cup. It Doesn't Want the World.

The 2026 World Cup should be the cleanest commercial story in sport. Instead it is one of the most complicated sporting moments of a generation. Here is what that means for every brand inside it.

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