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u/JohnDaBoss1

3 theses · first seen Jun 8, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d3300%-3.3%-3.3%
1w3300%-2.6%-2.6%
1m333100%+1.1%+1.1%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MSGSDDbullish
u/JohnDaBoss1 · 45d ago2 prior · awaiting results
Long MSGS $480C exp Aug 21

Jalen Brunson will make me $1 million. How is no one talking about this? Madison Square Garden ($MSGS) DD

MSGS trades at a 30% discount to net asset value of its sports properties; a planned spinoff of the Knicks will force market revaluation upward to ~$555/share from ~$383. The Knicks' playoff success and upcoming spinoff catalyst, combined with low options IV (~45%) and illiquid float, create asymmetric upside on call options.

At post $380.00Now $398.51+4.9% since postedas of Jul 29, 4:59 PM ET
1d—
3d-3.3%
1w-2.6%
1m+1.1%
3m—
6m—
1y—
original post →
$MSGSDDbullish
u/JohnDaBoss1 · 45d ago2 prior · awaiting results
Long MSGS $480C exp Jun 18

Jalen Brunson will make me $1 million. How is no one talking about this? Madison Square Garden ($MSGS) DD

MSGS trades at a 30% discount to net asset value of its sports properties; a planned spinoff of the Knicks will force market revaluation upward to ~$555/share from ~$383. The Knicks' playoff success and upcoming spinoff catalyst, combined with low options IV (~45%) and illiquid float, create asymmetric upside on call options.

At post $380.00Now $398.51+4.9% since postedas of Jul 29, 4:59 PM ET
1d—
3d-3.3%
1w-2.6%
1m+1.1%
3m—
6m—
1y—
original post →
$MSGSDDbullish
u/JohnDaBoss1 · 45d ago2 prior · awaiting results
Long MSGS $450C exp Jun 18

Jalen Brunson will make me $1 million. How is no one talking about this? Madison Square Garden ($MSGS) DD

MSGS trades at a 30% discount to net asset value of its sports properties; a planned spinoff of the Knicks will force market revaluation upward to ~$555/share from ~$383. The Knicks' playoff success and upcoming spinoff catalyst, combined with low options IV (~45%) and illiquid float, create asymmetric upside on call options.

At post $380.00Now $398.51+4.9% since postedas of Jul 29, 4:59 PM ET
1d—
3d-3.3%
1w-2.6%
1m+1.1%
3m—
6m—
1y—
original post →

End of results.