Hello Athletes, Agents, Parents, Trainers, & others,

Happy Holidays! As we close the chapter on another year, tip of the cap to you and all the hard work you’ve dedicated to yourself, your family, and your teammates. This time of year is significant for two key reasons: reflecting on your triumphs and setbacks—sorting through what went well and what could have been done differently—and dreaming BIG. 2025 is brimming with opportunities for those ready to put in the effort. The possibilities are endless, and it’s hard not to feel energized and excited for what’s ahead! We look forward to continue serving you, ensuring that your hard work and sacrifices are matched by our team’s dedication to helping you acquire, grow, and protect your wealth.

In this Issue:

Tyson Jugnauth – Apples Don’t Fall Far…
Connor Hvidston – Gettin’ Hviddy Wit’ It’
Ray Ferraro – Hall of Fame Induction
NIL & NCAA Hockey – More Questions than Answers
He Makes Hockey History
What is The Most Important Thing? – Recommended Read
Domino’s vs. Pizza Hut – The War for More

Highlights

Source: Megan Connolly/Portland Winterhawks

Tyson Jugnauth

Juggy is having yet another breakout season in Portland, having tallied 45 points in 32 games so far this season. His December efforts were especially fruitful, bearing 6 apples in a single game against the Vancouver Giants (yes 6, you read that right), earning him WHL Player of the Week and moving him up the ranks for the leagues’ total point leaders (currently at #16). Not bad for a pro golfer 😏…

And the apples don’t fall far from the tree – his brother Logan committed to the PG Cougars in December, congrats to the Jugnauth family !

But wait – there’s more… hot off the press, we’ve just caught wind that Tyson has committed to Michigan State University for the 2025-2026 season, wow this kid is making moves, what an incredible organization and honor to join the Spartans.

Big Shoes to Fill Logan, Keep it up Juggy !

Source: Calgary Hitmen Instagram

Connor Hvidston

Hviddy has been having a stellar season at just under a point per game, helping his new team, the Calgary Hitmen, climb into third spot in the WHL’s Eastern Division with a 7-3 record in their past 10 games. He also surpassed the 200 career game mark, which is a massive accomplishment. AND he also earned the most points during our Financial Literacy presentation in November… guy can do it all.

Good Luck on the Second Half, Leave Your Mark !

Source: NHL Forums

Ray Ferraro

Legendary NHL player turned broadcaster Ray Ferraro was recently voted in as part of the 2025 class to the BC Sports Hall of Fame, marking yet another incredible accomplishment for the tenacious kid from Trail, BC. We are so lucky to have Ray as part of our VPS&E network; along with his wife Cammi Granato and his sons Landon & Matt, some of the nicest & most down to earth people you’d ever meet.

The Legend of Rayzer Lives on, Congrats!

Insights

Where does Hockey fit into the new NCAA NIL regime?

“We are building the plane as we fly it. We’re almost ready to land it and we’re still building it.”

That’s how prepared Ohio State athletic director Ross Bjork feels ahead of the major NCAA changes coming down the pipe. So what does this mean for hockey?

While there are still more questions than answers, this article has some interesting ideas and facts about the changes – most notably, under the Revenue-Sharing Distribution Model;

The model rewards the sports that generate the most revenue, but also aligns with the formula that attorneys in the House case are using to distribute back damages: 75-80% to football; 10-15% to men’s basketball; 5-15% to other sports.

For schools offering the maximum under the rev-share cap, the formula means that football rosters would receive $13-16 million and men’s basketball rosters $2-4 million, according to estimates.

If schools do distribute 90% of their dollars to football and men’s basketball, that leaves roughly $1-2 million for all other sports.

Recommended Read: The Most Important Thing

Looking for a new book to read in the New Year?

We highly recommend this one, as it provides a solid foundation in investment principles, critical thinking, and risk management. Marks, co-founder of Oaktree Capital Management, shares his investment philosophy through key principles, emphasizing second-level thinking, understanding risk, and the importance of a long-term perspective. The book offers practical advice and encourages readers to think independently, making it valuable for both novice and experienced investors.

Company Insight – Domino’s Pizza

Back in September, Portfolio Manager purchased shares in Domino’s Pizza for the VPI Canadian Balanced Pool. Since it’s a business we all know well (some of us, too well…), we thought this would provide a good opportunity to look at why we purchased it.

Did you Know…

Domino’s Pizza is the largest pizza company in the world
Has operated for 65 years
Over 20,900 Locations
Serves over 1 Million Customers Daily

Reason for Purchase:

Global Market Leader: Strong brand presence and large customer base across more than 90 international markets.
Proven Franchise Model: Successful franchise system provides scalability and generates consistent revenue
Strong Digital Platform: Domino’s has invested heavily in digital ordering, delivery technology, and mobile apps, making it a leader in online food delivery.
Resilient Business Model: The demand for affordable, convenient food options like pizza tends to remain steady, even in economic downturns.
Expansion Opportunities: Domino’s has significant growth potential.

Initial purchase date of September 4, 2024. Revenue, Earnings Per Share and Dividends Per Share as per fiscal year periods. Unless otherwise specified all data is as of October 16, 2024, with dollar figures in $US. Source: S&P Capital IQ. Company Investor Relations. Value Partners.

Purchased at a Great Price

We were able to purchase Domino’s at a great price because a master franchise in Australia downgraded its future store growth plans, which temporarily hurt the stock. We believe this won’t affect the company’s core business, so we seized the opportunity to invest at a discount.

But Wait – Whatever Happened to Pizza Hut?

This video offers a fascinating lens on the rise and fall of Pizza Hut – everything from economic changes to shifts in consumer preference and how Domino’s was able to take advantage of these changes. Bon Appetit!

Stay Connected on Socials for More Highlights & Insights from the Sports & Entertainment World!

Dumb Questions

We know you have a lot of “dumb” questions because we have them too… and they’re probably not as dumb as you think! This is your opportunity to ask them in a non-judgmental space, always strictly confidential.

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