Madison Square Garden Entertainment Corp.
MSG
pitch
long
Thesis
The sum of the parts analysis suggests that MSG is undervalued, with a total SOTP value of $3,793 per share compared to the current price of $48.49. The potential for significant annual returns is bolstered by the Dolan family's shareholder-friendly actions and the expected resolution of the NBA lockout, which could enhance profitability.
Did it work?
worked
confidence: high
The stock price has increased by 707.1%, significantly surpassing the initial price of $48.49 and aligning with the thesis that MSG was undervalued. The substantial return indicates that the market has recognized the value suggested by the sum of the parts analysis, and the anticipated resolution of the NBA lockout likely contributed to this profitability enhancement.
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