2023 Fall Report: Arizona State

If you are a value investor, Arizona State Baseball might be the next best “buy low” in college baseball. There is noticeable momentum brewing in this program, and it is interesting to think about what the current version of Sun Devil baseball can become. To be clear, this is a historic brand in our sport that has lost some of its shine. That begs a very fair question: why would one be so optimistic?

Arizona State University is an institution that has made massive gains over the last two decades. Enrollment is up 144% since 2021 for example. The city of[…]