The Intrinsic Value PodcastPublished 2026-09-03
“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
$MSGNo side taken
MSG is fairly valued; the NAV discount has narrowed to ~20% and further upside via re-widening is unlikely.
Uh, I could do MSG. I'm I I'll try to keep it I'll try to keep it brief. Um, I think there's some interesting things to say. Uh, but it's not too too much. So, uh, this was a chart that I I I actually put together uh yesterday.
And so, the way I think about for anybody not familiar with Madison Square Garden Sports, um, it's pretty cool. It's uh one of the few ways that you can um buy ownership into a major professional sports franchise as an individual investor because uh it's publicly traded and it's a holding company and the primary assets are the New York Knicks uh who who just won uh the NBA title uh and then uh the New York Rangers who are you know a pretty historic franchise uh in in the NHL.