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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: S. maltophilia who wrote (78502)11/12/2025 2:39:49 PM
From: Sean Collett  Read Replies (1) | Respond to of 78774
 
Oh, I'm not disagreeing with you. NBA specifically has been talking about expansion for a bit and I think it will eventually come. Talk of bringing a team back into Seattle.

You have NFL playing more and more games in Europe so I think they will hit an expansion at some point too - maybe not in Europe but I see more teams coming. Private equity money coming into NFL and that alone will draw new team demand.

I do think there is not enough demand that will dilute the value that much, but I don't disagree overall. I shared the quote to highlight your greater fool point.

-Sean



To: S. maltophilia who wrote (78502)11/13/2025 10:42:41 AM
From: Madharry  Read Replies (1) | Respond to of 78774
 
yes. but how many more billionaires are there now then there were in 1960. and how much have ticket prices and tv revenues grown? i do own a lil MSGE too and SPHR.

meanwhile back at the ranch Morgan Stanley raised their target price for MU from $220 to $325.


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