9 Ventures@ThematicTraderI wouldn't normally find 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