Sportfolio by Nikola Vuković
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No nonsense look at CVC's Global Sports Group
Deep dive into why GSG is more of a continuation fund than beginning of the new age of sport.
Mar 18
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Nikola Vuković, CFA
38
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Recent posts
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New sports valuation framework
This is the second part on valuations in sport, laying out a framework on how to think about sports valuations, with emphasis on valuation, price, and…
Feb 15
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Nikola Vuković, CFA
44
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Sports is eating the US...for now
I want to touch on an important topic in sports investing – valuations. In this first part I am focusing on the US market.
Nov 30, 2025
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Nikola Vuković, CFA
40
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The most critical piece of sporting equipment
MotoGP suits are one the most sophisticated piece of clothing ever made.
Apr 8
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Nikola Vuković, CFA
12
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Investing in young athletes – the power law of human potential
What if the next great venture bet isn't a software company, but a young athlete?
Apr 2
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Nikola Vuković, CFA
19
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How capital markets are driving Enshittification of Everything
My theory how the forces driving enshittification are baked into modern capital markets, creating opportunity for the anti-enshittification…
Mar 11
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Nikola Vuković, CFA
64
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Is Gandhian approach to youth sports behind Norway's Winter Olympics success?
Instead of stories, I am explaining Norway's amazing success with alternative data points.
Mar 1
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Nikola Vuković, CFA
27
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In Europe national teams > clubs. Why not double down on that?
In Europe, outside of football, fandom for team sports revolves around national teams. This is a feature, not a bug.
Feb 24
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Nikola Vuković, CFA
16
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Sportfolio by Nikola Vuković
Writing about investing and building in sports.
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