The Intrinsic Value Podcast发布 2026-09-03
《Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)》
$MSGS看跌
MSGS现在估值合理，NAV折价已收窄；由于依赖球队表现，投资逻辑较弱。
这是我们播客上报道的第一家公司。我不想开创先例，买入那些没有良好基础运营指标的业务，比如，你知道，其中有一个投机成分，你在说，嘿，你知道，亿万富翁会继续变得更富有，他们会继续抬高这些奖杯资产的价格。然后还有一些税收漏洞，你不知道它们是否会关闭。
this is one of the this was actually the first company we covered on the podcast. Um, I didn't want to set a precedent of of of buying into businesses that didn't have great, you know, underlying operating uh uh metrics where like, you know, there is a speculative component of it of you're you're saying, hey, you know, billionaires are going to keep getting richer and they're going to, you know, bid up the price of of these uh trophy assets more and more and more.
And then there's some tax loopholes that you do that you don't do or don't know whether they'll uh they'll close.