What if I tell you that one deal signed just days before the FIFA World Cup could completely change the narrative of a company?
For the last two years, ZEE was in the headlines for all the wrong reasons.
The Sony merger failed.
Growth slowed down.
Investors questioned the future of the company.
And then suddenly…
ZEE announced that it had secured FIFA media rights in India till 2034, covering the 2026 and 2030 FIFA World Cups, the Women’s World Cup and dozens of other FIFA tournaments.
This is where Stratzy’s MOST Framework becomes important.
We don’t just look at quarterly profits. We try to identify businesses where the future is changing.
O = Outlook
The “O” in MOST stands for Outlook.
Ask yourself:
- Is there a large market opportunity?
- Can the company capture new customers?
- Will the next 3-5 years look different from the last 3-5 years?
In ZEE’s case:
FIFA is one of the most watched sporting events globally.
Football viewership in India is steadily growing.
ZEE has secured long-term rights, not just for one tournament.
Sports content can drive subscriptions, advertising revenue and strengthen the ZEE ecosystem.
This doesn’t mean the stock will definitely perform well.
But it means the future opportunity set has expanded significantly.
And that’s exactly what Outlook is about.
Stay tuned for MOST: S – Safety.