Reported 5 months ago
Gabelli Funds co-CIO Chris Marangi recommends investing in Atlanta Braves Holdings (BATRK) due to the rare opportunity to own sports assets in the public market and the stock's current undervaluation compared to its private market worth. Marangi highlights the potential for a sale to capture the trophy value of the company. Conversely, he advises against investing in Walt Disney Company (DIS) due to challenges in the media industry and moderating demand in the amusement parks sector. Marangi emphasizes the importance of strategic positioning and market dynamics in making investment decisions in the sports media sector.
Source: YAHOO