+0.4%return · 30D
$1,000 follows their calls into $1,004
VT $1,004
Sep 16Oct 15
- Win rate
- 55%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #148
- 8 ranked closes
- Longest streak 8
Basket now
12 positions · Oct 15- MSGS2%
9 Ventures@ThematicTraderI really like the Citrini $MSGS thesis ahead of the Oct 26 spin. It trades at roughly $10.8B of EV including the Garden lease, against $17B+ of estimated value between the Knicks and the Rangers, and recent comps like the ~$13B Lakers fire sale and Sportico's ~$13B Knicks mark
