Oaktree Capital Management

[Dave54]

We can vote unlimited choices now. My picks are Saudis, Italian. UAE, Norwegian fund American Ownership and Oaktree.

 

[Abu Bader]

https://twitter.com/x/status/1794434054252568672

I get negative vibes looking at him)

I find this guy annoying.

 

[brakbrak]

Okay, so you're citing two clubs working on infinite budgets. Is Oaktree going to give us an infinite budget? Because I'm telling you, PSG has one and even they can't regularly go deep in the UCL.

Not infinite, he just wants a non-sugar daddy who will inject 100m-200m right away.

 

[varmin]

whats the point of investing in inter?

just look how much money was invested in psg

and now imagine they are sold to a normal owner- 3 years max and they are nobody in europe and just one of top L1 team with such a star players like corrhea, kondogbia, balogun, lacazette, matic, tolisso, aubameyang, veretout and so on- old, broken has-beens, the stars of lyon, OM and monaco.

Investment, doesn't exactly mean to spend unlimited money on super star/hyped players. In our case, investment means to get Bento (who is obviously the first choice), someone like Boungiorno, and a decent replacement for Arnautivic or just decent fifth striker. We are at point where we are, we can afford just to add 1-2 quality players each season, we don't need superstars or massive investment.

 

[Solfice]

I find this guy annoying.

This guy need to shut the fuck up.

 

[Dave54]

Not infinite, he just wants a non-sugar daddy who will inject 100m-200m right away.

Not sure about 200 but 100 would be good for now.

 

[brakbrak]

Investment, doesn't exactly mean to spend unlimited money on super star/hyped players. In our case, investment means to get Bento (who is obviously the first choice), someone like Boungiorno, and a decent replacement for Arnautivic or just decent fifth striker. We are at point where we are, we can afford just to add 1-2 quality players each season, we don't need superstars or massive investment.

Bento is 20m, Boungiorno is 40-45m and any decent arnautovic replacement should cost about 15-20m? That's close to 100m without selling anyone (if we want to be competitive as you said). These guys are investment funds, they aren't exactly excited to drop 100m. The company I'm working was just taken over by an investment funds as well and despite the company being profitable, they aren't granting anymore new Capex for the time being.

 

[Dave54]

Dumfries sale covers Bento and some. Watch, Marotta resigning Cuadrado for one more year.

 

[pier]

Bento is 20m, Boungiorno is 40-45m and any decent arnautovic replacement should cost about 15-20m? That's close to 100m without selling anyone (if we want to be competitive as you said). These guys are investment funds, they aren't exactly excited to drop 100m. The company I'm working was just taken over by an investment funds as well and despite the company being profitable, they aren't granting anymore new Capex for the time being.

Exactly. Perhaps we should prepare ourselve to see outgoing transfer instead in order to make it profitable.

One thing to notice that, Oaktree also still own Caen, and here interesting quote from the co-owner Capton.
“I thank Oaktree again, and particularly Vincent Catherine. They were there to save the club. However, it’s a pragmatic American investment fund which wants to recover investment. They were not here to give gifts. They were looking for the best possible financial solution regarding the shares they held.”

 

[Dave54]

Just purely hypothetical. 2 more Scudettos in 3 years and 1 semifinal CL. Would the team value go up?

 

[Capo]

The teams value will only go up if we win, that means another Scudetto and deep into Champions league and even CWC. I also dont think this is an Inter problem but Serie A problem....They all need to figure out how to market Italian clubs.

As for ownership stability, I dont care who, I just feel like they should do everything they can to keep current mgmt happy and get out the way. The only thing an International Owner like Oaktree can bring is expertise in boosting the books, finding new commercial opportunities.

It would be great if its 30 years ago and we're signing Ronaldo 2.0 but those days are long gone.

 

[Dave54]

The teams value will only go up if we win, that means another Scudetto and deep into Champions league and even CWC. I also dont think this is an Inter problem but Serie A problem....They all need to figure out how to market Italian clubs.

As for ownership stability, I dont care who, I just feel like they should do everything they can to keep current mgmt happy and get out the way. The only thing an International Owner like Oaktree can bring is expertise in boosting the books, finding new commercial opportunities.

It would be great if its 30 years ago and we're signing Ronaldo 2.0 but those days are long gone.

That's my point, minimal investment for 2 years, 50 mil each year, will give us 2 Scudettos most likely and the value would go up.

 

[Dave54]

Inter Xtra

@Inter_Xtra

Bento and Andrea Pinamonti are on the list of Oaktree’s #Inter this summer.

 

[.h.]

That's my point, minimal investment for 2 years, 50 mil each year, will give us 2 Scudettos most likely and the value would go up.

Won't even cover our losses.. suning were investing more than that

 

[Dave54]

Won't even cover our losses.. suning were investing more than that

Better tv deals and sponsors. So, what is your alternative? And Sunning lost a billion dollar team.

 

[varmin]

Bento is 20m, Boungiorno is 40-45m and any decent arnautovic replacement should cost about 15-20m? That's close to 100m without selling anyone (if we want to be competitive as you said). These guys are investment funds, they aren't exactly excited to drop 100m. The company I'm working was just taken over by an investment funds as well and despite the company being profitable, they aren't granting anymore new Capex for the time being.

My post was rather to the relation with PSG example. There, only Mbappe was 180mln alone.
Anyway, if their statement about achieving something in CL is real, this cannot happen without some kind of investment.

 

[CafeCordoba]

What statement about CL?

 

[Dave54]

What statement about CL?

The second star is in the last, the next step is the Champions League. Oaktree wants to make #Inter a ‘European team’, one that is always in the final stages of the Champions League. This will explode revenues and make the brand bigger. [via
@Gazzetta_it]

 

[varmin]

What statement about CL?

I've read somewhere that they said, they want to make Inter relevant in CL. Could be a fake though . I didn't bother to follow the source

 

[.h.]

Better tv deals and sponsors. So, what is your alternative? And Sunning lost a billion dollar team.

TV deals are collectively bargained so they can have no impact there.

Suning defaulting ln us has 0 bearing on the fact that they still invested heavily in recent years

My point is people don't realize what Zhang's invested in inter and now asking for someone to invest more to be consistently CL competitive is asking for a big sugar daddy