The Acquirers Podcast 对 $MSGS 的判断变化

2026-10-03看涨
《Why Madison Square Garden Sports (MSGS) Is Severely Undervalued》
MSGS 被低估;其两支主要体育球队 100 亿美元的隐含估值,显著低于近期市场可比交易(湖人队 120 亿美元、岛人队少数股权 30 亿美元)。

是的,MSGS 对你们来说是一项长期投资。是的,MSGS 这只股票对我们来说表现很好。我先简单介绍一下它的背景。它最初是一家名为 Cablevision 的公司的一部分,由 Dolan 家族控制。

大家都喜欢讨厌 Dolan 家族,但他们在 2010 年把 MSG 拆分了出来,当时 MSG 包含麦迪逊广场花园。我再往前说一步。他们在 1992 年或 1993 年以几亿美元买下了 MSG。

Yes, MSGS was a long-term investment for you. Yes, MSGS stock was great for us. Let me give you a quick background on it . Originally, it was part of a company called Cablevision, which was controlled by the Dolan family.

Everyone loves to hate the Dolan family, but they split up MSG in 2010, which consisted of Madison Square Garden. I will take another step back. They bought MSG in 1992 or 1993 for a few hundred million dollars.