Mr. Beat Up

He's back in the studio and he's talking about another stock

that is down but may not be out.

Bryce, I'm excited for this one.

So while Simon is incredibly disappointed, you should have heard Bryce earlier.

He was like, makes sense, more inventory.

More inventory.

I'm a money man.

And so we decided to do the maths.

What is a hydration break worth?

So all 104 matches of this World Cup are going to have a three-minute hydration break.

which Ruff Ruff will create about 800 additional ad slots.

So looking at the Mexico-South Africa game, when the first hydration break happened, it was sponsored by Powerade.

This is in a US broadcast.

Sponsored by Powerade.

And then there were four commercials, AT&T, Michelob Ultra, Lowe's, and FanDuel.

Now, estimates of what a World Cup ad costs range between 400 grand to $2 million an ad spot, obviously, depending on the match, which means a hydration break is ranging from about $2 million to $8 million worth.

Well, $1.6 to $8 million per hydration break.

104 matches, but 208 hydration breaks.

So at the upper end of that range, we're talking $1.66 billion for the US broadcaster alone.

That's what a hydration break is worth.