18 May 2020
Idea Generator: Latest Ideas, Conviction Calls and Earnings Updates
As the earnings season comes to an end for most, we have updated our valuations of the stock in our Model Portfolio, with a few more left to go. We continue to maintain our conviction call on MSGS and its current discount, along with PRSP and its upcoming earnings this week. PRSP has already given +18% return in less than a month, with more room to go. For a complete look at the earnings releases and our upcoming Special Sits reports, click here.