Kenneth Leon and David Clement discuss Live Nation (LYV) after the company posted earnings and said they’re eyeing a record year. However, it still faces antitrust lawsuits from the U.S. government. Kenneth notes that it works in live events, which is seeing strength, but it is also a seasonal company, which puts scrutiny on its deferred revenue stream. David sees suggestions of post-pandemic normalization, but is concerned about the lawsuits.
Trading 360
20 Feb 2026
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