The Intrinsic Value Podcast 对 $MSG 的判断变化

2026-09-03
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MSG估值合理;NAV折价已收窄至约20%,通过折价重新扩大获得进一步上行空间的可能性不大。

我可以谈谈MSG。我会尽量简短。我觉得有一些有趣的事情可以说,但也不是太多。这是我昨天整理的一张图表。对于不熟悉麦迪逊广场花园体育的人来说,我的看法是,这很酷。这是个人投资者能够买入主要职业体育特许经营权所有权的少数方式之一,因为它是公开交易的控股公司,主要资产是纽约尼克斯队,他们刚刚赢得了NBA总冠军,还有纽约游骑兵队,他们在NHL中是一支历史悠久的球队。

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.