Lumen ($LUMN) podcast mentions

1. Yeah, at $12.5 billion. Even just comparing the Falcons to the Seahawks, Atlanta is about a 30% bigger market than Seattle, the whole metro area. And much more importantly, Atlanta has a much better stadium deal with Mercedes-Benz Stadium than the Seahawks do with Lumen Field. So I think the Falcons are worth a minimum of $10 billion. Arguably more than that, which I think combined with his other assets and his remaining Home Depot stake makes Arthur the wealthiest of all of the co-founders of The Home Depot. Listeners, one update here from the acquired editing bay after recording: the Falcons just agreed to sell a minority stake at a $10.6 billion valuation. So, uh, yes, we were on to something.

   David Rosenthal · Acquired · Home Depot · 2026-09-14

2. They bought it because of Lumen Field, didn't it? Because, I mean, Lumen Field, they— I mean, only 4% of the, of the seat capacity is premium seating, Tom. They can blow that out and make a killing and improve their margins. I mean, isn't the real estate one of the primary drivers for all this activity we're seeing in terms of record deal? Look, sports.

   Damien Sassar · Bloomberg Surveillance · August Jobs Report · 2026-09-04