Experiences I'm thinking Trip Advisor. But I'm open to MSGS. Need to figure out how this big announcement from DIS and FOX plays out-- they want way too much $40/ it's going to fail. But the ultimate result maybe un bundling and you pay a la cart for everything you want... that could be good for MSG but do they own YES? I forget. Regional sports Networks are dead now-- this is bad for AMZN they just bought a big one from Comcast.
YOY revenue growth of 33%, looks like they're forecasting about 22% growth in 2024. YOY FCF improved by $47.5MM. Non-Gaap operating margin improved by 22.8% I have a feeling they're low-balling estimates too. Like any stock of this kind, it's pricey, but as these things go, WS seems willing to pay up, and that was one great report. This story is just getting started. Let the dust settle maybe, but this is one to buy on weakness. Imo at least. $27.88 as I type.