Скачать или смотреть Buying the Knicks & Rangers: $1 Dollar of Intrinsic Value for ¢50

Shawn O’Malley examines Madison Square Garden Sports Corp. (ticker: MSGS), owner of the NBA’s Knicks and NHL’s Rangers, providing a unique investment opportunity in high-profile sports teams.

Shawn explores the business model of sports teams, their value as trophy assets, MSGS's discount ownership of the Knicks and Rangers, and estimates for MSGS's intrinsic value.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 - Intro
0:01:04 - How MSGS gives retail investors a chance to own two of the most valuable sports franchises in the world
0:05:04 - Why purchase prices for sports teams have appreciated so dramatically in recent years
0:14:39 - How to think about MSGS’s valuation and its discount to NAV
0:22:15 - How league structure affects the Knicks and Rangers differently
0:29:07 - What is the biggest cost for sports teams
0:31:38- Why the business of pro sports teams isn’t as good as you’d think
0:33:31 - How a tax break incentivizes billionaires to buy sports teams
0:36:05 - The bear case against investing in MSGS
0:45:09 - Shawn’s estimate of MSGS’s intrinsic value and decision on whether to add it to The Intrinsic Value Portfolio

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On The Intrinsic Value Podcast, every week, we break down a fascinating business model, from Google to John Deere, teach you about the company’s competitive advantages and challenges, and then go through different valuation approaches to estimate its intrinsic value per share. We condense dozens of hours of investment research into a single episode, helping you get a little smarter about business and investing.

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