Gabelli Opportunities In Live And Sports ETF Q2 2026 Commentary

Impact · against what's priced in

The separation of the Knicks and Rangers provides a positive catalyst for MSGS by allowing for specific valuation multiples. MSGE benefits from increased cash flows stemming from the Knicks' success, though the overall impact is moderated by the high visibility of these trends.

MSGS+0.60

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In context

The confirmation that the NY Knicks and NY Rangers will be separated into two distinct entities allows for basketball-specific valuation multiples, which is likely to unlock value.

Read from the article alone

• MSGE
• MSGS
• arena
• soccer
• spin off
• sports
• world cup

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