说到非常规的东西，我想分享一个关于某只股票的看法，这只股票不在标普500指数里，而且离它相当远。它遭受了非常痛苦的打击。回补缺口并反弹，我觉得这里的风险管理非常容易。如果股价暴跌，你会在亏损15%时退出。
箭头指向的是“Sphere”。我们来看图表。这就是我刚才说的形态。缺口已经被抹平了。它在100美元的水平得到了防守。数字，我是说，这是一只靠故事驱动的股票。数字看起来非常糟糕。
Safir公司在亏钱。《绿野仙踪》演出的增长放缓了，这就是股价从175美元跌到100美元的原因。但我喜欢这个形态。兄弟，股价是在你去看“Metallica”演唱会那天见底的吗？
也许吧。也许吧。唉，我脑子里全混在一起了。你什么时候去的“Safir”？我离开……我不知道。两周前？给我们用30秒快速回顾一下“Metallica”的演出。我不认识其他去过的人。
我人生中最棒的演出。说真的，而且老实说。我不是随便说说……你人生中最棒的演出？是的，我这么说不是夸张。你看过“Metallica”几次？我不……这很奇怪。我想我看过Metallica四次，而我不是他们的铁杆粉丝。
我是说，我平时不听他们的音乐。但我很享受……也许三次吧，我不记得了。但我真的很享受看他们在舞台上表演。这场演出难以置信。但那里不只是举办活动和演唱会。《绿野仙踪》演出依然强劲。
增长确实在放缓，但我认为它创造了大约4亿美元的收入。他们明年有一个新项目，一个相当不寻常的选择，“洛基恐怖秀”。谁在乎呢？我不在乎长期基本面。我认为你可以在这里冒个险。如果股价暴跌，那就随它去吧。
所以，这是一个非常保守的方案。如果我对了，那很好。如果我错了，那会很惊人。不，这不保守。这有道理。很明显，买家在100的水平进场，说：“哦，不不不不。这太低了。我买。”如果他们不再回到100的水平，那就结束了。
这告诉了你一些事情。它告诉你，市场对这只股票的看法与之前不同了。我认为这不是……这不是不温不火。这才是你应该交易的方式。我认为这里的问题是他们要在马里兰再建一个，项目成本仍然是一个很大的未知数。
他们得想办法融资，或者得增发更多股票来融资。那是一个要花一二十亿美元的建筑。他们在阿布扎比建一个。那……那要花一大笔钱。是的，所以我们对那笔资金一无所知。这给股票带来了压力。有很多悲观者，也有很多做空，因为正如我所说，这是一只故事驱动的股票，它是新的，人们喜欢押注反对这些体验。
我认为……还有一点很有趣，这只股票代表的是MSG网络。是的，我知道。这是MSG网络加上Sphere，还有MSG网络，以及尼克斯队正在做的……他们改了票价。对，对，对。这不是一门好生意。
对。我认为……关于《绿野仙踪》，我认为让人们担心的是，当所有想去的人都去过了之后会怎样。所以解决方案是：好吧，我们会有新东西。我了解“洛基恐怖秀”。你知道这是什么，对吧？不太清楚。
嗯，这在七八十年代很常见。她那时还没出生呢。它过去每周五晚上在全国乃至全世界的电影院放映。那是一个巨大的现象，人们会打扮成电影角色。Tim Rice是来自特兰西瓦尼亚的变性人。
那是一部非常色彩斑斓和大胆的电影，包含了许多当时被禁止、现在我们会一笑而过的东西，但当时被认为非常伤风败俗。人们穿着他们最喜欢角色的衣服。他们会带上表演道具。他们每周五半夜去电影院，在银幕前重复电影的所有对白。
那更像是一种集体仪式，也许是同类中的第一个。如果你和任何五六十岁的人聊聊，他们都会记得很清楚。它极其重要。如果他们能重现那种体验并呈现给新一代，他们会说：“我的天，这是什么？”
人们真的很喜欢穿戏服和体验独特的东西。我只能想象他们在“Sphere”在策划什么。这可能会成功。嗯，这就解释了那个决定，因为我正好奇：“他们为什么那么做？”嗯，我回头谷歌一下。那件事，那真是件大事。
Speaking of unconventional things , I thought I'd share a viewpoint on a stock that...is not part of the S&P 500 index, but rather quite far removed from it . He suffered a very painful blow.
Close the gap and bounce back, and I feel that risk management here is very easy. If the stock crashes, you will exit with a 15% loss. The arrow is " Sphere". Let's look at the graph.
So, this is the setup I was talking about. The gap has been erased. It was defended at the $100 level . Numbers, I mean, this is a stock that depends on its story. The numbers look very bad.
Safir Company is losing money. There was a slowdown in the presentation of "The Wizard of Oz ", and this is why the stock dropped from $175 to $100. But I like this setup . Brother, did the stock hit its lowest point on the day you went to the " Metallica" concert?
maybe. maybe. Well, it's all mixed up in my mind. When did you go to " Safir"? I left... I don't know. Two weeks ago? Give us a quick 30-second review of the " Metallica" show.
I don't know anyone else who went. The best show of my life. Seriously, and honestly. I'm not just saying... the best offer of your life? Yes, I'm not saying that to exaggerate.
How many times have you seen "Metallica" ? I don't...that's strange. I think I've seen Metallica four times, and I'm not a big fan of theirs. I mean, I don't listen to their music at normal times.
But I enjoy it...maybe three times, I don't remember. But I really enjoy seeing them on stage. This offer was unbelievable. But it's not just the events and concerts that take place there.
The Wizard of Oz show is still going strong . It is true that growth is slowing down, but I think it generated revenues of $400 million or so. They have a new release coming next year, which is a rather unusual choice , "Rocky Horror Picture Show".
Who cares? I do n't care about long-term fundamentals. I think you can take a risk here. And if the stock crashes , so be it. Therefore, this is a very conservative proposal. And if I'm right , that's great.
And if I 'm wrong, it will be amazing. No, it's not conservative . It makes sense. It is very clear that buyers entered at the 100 level and said, "Oh, no, no, no, no." This is very low.
I'm buying it. If they do n't reappear at the 100 level, it's over. This tells you something. It tells you that the market views this stock differently than it did previously. I think this is not...this is not lukewarm.
This is how you are supposed to trade. I think the problem here is that they're going to build another one in Maryland, and the cost of the project remains a big open question.
They will have to finance it somehow, or they will have to sell more shares to finance it. It's a building that will cost one or two billion dollars. They are building one in Abu Dhabi.
It...it costs a fortune. Yes, so we don't know anything about the funding for that. This puts a burden on the stock. There are a lot of pessimists, and a lot of short selling , because, as I said , it's a story-driven stock , it's new, and people like to bet against those experiences.
I think that... It is also interesting that the MSG network is what this stock represents. Yes, I know that. This is the MSG network plus Sphere, and the MSG network, as well as the Knicks team that is doing...
They changed the ticket. Correct, correct, correct. It's not a great business . correct. I think...the thing about "The Wizard of Oz", I think what worries people is what will happen when everyone who wanted to go actually goes.
So the solution is: Okay, we 'll have the new thing. I understand "The Rocky Illustrated Horror Show". You know what this is, don't you ? not quite. Well, this was a common thing in the seventies and eighties.
She hadn't really been born yet. It used to be shown in cinemas every Friday night across the country, and all over the world . It was a huge phenomenon and people were dressing up as movie characters.
Tim Rice was the transgender person from Transylvania. It was a very colorful and daring film, and it contained many things that were forbidden at the time and that we laugh at now , but it was considered very scandalous.
People were wearing the clothes of their favorite characters. They would bring acting tools with them. They would go to the cinema in the middle of the night every Friday and repeat all the dialogues of the film in front of the screen.
It was more like a collective ritual, perhaps the first of its kind. If you talk to anyone in their fifties or sixties, they will remember him well. It was extremely important.
And if they manage to revive that experience and present it to a new generation, they will say, "My God, what is this?" People really love wearing costumes and going on unique experiences.
I can only imagine what they are planning at "The Sphere". It might work . Well, that explains that decision, because I was wondering exactly: "Why are they doing that?" Um, I'll look this up on Google later. It was something, it was a really big deal.