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TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley
59:57
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2025/1/5
Millennial Investing - The Investor’s Podcast Network
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Chapters
Intro
How MSGS Gives Retail Investors a Chance to Own the Knicks and Rangers?
Why Have Sports Teams Become So Valuable?
Understanding MSGS’s Valuation and Discount to NAV
How League Structure Affects the Knicks and Rangers
What Are the Biggest Costs for Sports Teams?
Is the Business of Pro Sports Teams as Profitable as You Think?
How a Tax Break Incentivizes Billionaires to Buy Sports Teams
The Bear Case Against Investing in MSGS
Shawn’s Estimate of MSGS’s Intrinsic Value and Investment Decision
Shownotes
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