
Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing
Focused Compounding
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Valuing Sports Franchises: MSGS Analysis
This chapter delves into MSGS's historical performance and structural changes while evaluating its sports portfolio, including the New York Knicks and Rangers. It discusses the complex valuation of professional sports teams, considering their prestige and market perception against their lack of reliable investment returns.
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