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@thematictrader · Long MGSS
Read asLong MGSS
Since the call—
unrankedThe analyst's rank today
Medium · 0.86Confidence
Wed, Oct 14Tweeted
Thu, Oct 15 closeCounted from
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—Oct 15
9 Ventures@ThematicTraderI wouldn't discount plays as interesting, but it is the Knicks and sometimes I try to think in simple terms. Knicks fans are craziest and most loyal fan base in sports. Getting pure exposure to Knicks is attractive. Institutions will also like the exposure.
9 Ventures@ThematicTraderSomeone else seems to want to take a shot at this $MSGS spin off. $10.8B EV inc. the Garden Lease vs. $17B+ value for the Knicks + Rangers. He's playing for a 16%+ move higher to get paid, which would bring EV to $12.5B. Not a bad dart throw given the options premium being