It was another active quarter for changes to our investment portfolio. We sold three stocks (SMPL, OSW, and OPCH) and added four new investments (INDI, EXTR, BDC, and MAIR). Indie Semiconductor is an industrial semiconductor company (market capitalization of ~$1 billion) that is largely focused on the automotive market.
Madison Square Garden Entertainment is now more of an earnings-driven story, with valuation upside hinging on operational improvements and event monetization. Fiscal 2027 is a key catalyst, with the Harry Styles residency and expanded Christmas Spectacular expected to drive revenue to $1.115 billion and EBITDA to $280 million. Premium revenue streams—sponsorships, suites, and hospitality—offer compounding growth potential and greater earnings stability than simply increasing event count.
Madison Air Solutions NYSE: MAIR reported second-quarter results marked by double-digit sales growth, a record backlog and higher full-year revenue guidance, as demand remained strong across commercial markets including data centers, healthcare, advanced manufacturing and institutional applications.
| Media Industry | Communication Services Sector | Thomas G. Amon CEO | OTCQB Exchange | 55826L109 CUSIP |
| US Country | 1 Employees | - Last Dividend | 11 Mar 2015 Last Split | - IPO Date |
Madison Technologies Inc., originally known as Madison Explorations Inc. before its rebranding in March 2015, is a pioneering firm committed to innovating the way we interact with and consume cryptocurrency information and entertainment. Incorporated in 1998 and based in Purchase, New York, the company has set its sights on revolutionizing the cryptocurrency sector by launching BlockchainTV. This ambitious endeavor aims to establish a 24/7 television broadcast and streaming communications network that caters to both the United States and international audiences. Madison Technologies Inc.’s strategic approach involves forging partnerships and securing distribution agreements with television distributors and alternative platform operators, positioning itself as a leader in the dissemination of cryptocurrency-related content.
Madison Technologies Inc. offers a range of products and services designed to meet the growing demand for cryptocurrency information and entertainment: