Madison Technologies Inc. (MDEX)
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SL Green Fully Leases One Madison Avenue, Projects Strong Q1 Leasing
SLG fully leases One Madison Avenue after Harvey AI signs a 92,663-sq-ft expansion, capping the project and driving a record Q1 leasing pace.
Madison Square Garden Entertainment: Demand Is Materially Stronger Than I Thought (Upgrade)
Madison Square Garden Entertainment is upgraded to buy as demand, margins, and capital returns exceed expectations. Q2 2026 revenue grew 13% y/y to $459.9M, with AOI up 16% y/y despite one-off SG&A headwinds. The record-setting Christmas Spectacular and Harry Styles' 30-night residency provide strong visibility and a bullish demand outlook for FY 2026-FY2027.
Madison Mid Cap Fund Q4 2025 Portfolio Activity
We added four new investments to the portfolio: Bio-Techne, ServiceTitan, A.O. Smith, and MSA Safety. We sold two holdings, Trex and Microchip Technology. We trimmed our position in Amphenol during the quarter, on valuation.
How Does the Starr Lease at 343 Madison Shape BXP's Growth Story?
BXP lands a 20-year Starr lease for 275,000 sq ft at 343 Madison, boosting cash flow visibility and validating its bet on premier Midtown offices.
A Madison Avenue makeover: Omnicom's $9 billion merger with IPG is complete
Advertising giant Omnicom has completed its acquisition of Interpublic Group. The merger creates the largest advertising agency by revenue.
Madison Small Cap Fund Q3 2025 Portfolio Activity
The small cap team initiated a new investment position in Hexcel Corporation. Hexcel is a global leader in advanced composite materials. We initiated a position in Charles River Labs in Q3. CRL is a high-quality company in the drug discovery and development outsourcing space. Small cap exited Saia this quarter. The company has faced a challenging macroeconomic environment for LTL (less-than-truckload) pricing.
Madison Square Garden Entertainment: Waiting For A Better Entry Point
Madison Square Garden Entertainment earns a hold rating as demand outlook and residency concerns have improved, but recent stock gains limit near-term upside. MSGE's Q1 FY26 results beat expectations, driven by strong cost control, record concert bookings, and robust proprietary content performance, notably the Christmas Spectacular. Forward bookings for FY26 are at record levels, with 85% of concert targets secured and a new major residency planned for 2027, supporting a positive growth outlook.
Madison Square Garden Sports: Knicks And Rangers On Wall Street
Madison Square Garden Sports owns two iconic franchises, but faces structural constraints from league rules, local media rights, and heavy revenue sharing. Despite record revenues and strong sponsorships, operating profits remain thin due to luxury taxes and declining local media fees. Valuation is best anchored at $230 per share, reflecting a standard season, but upside is limited without new catalysts or deep playoff runs.
SL Green to Strengthen Portfolio With Acquisition of 346 Madison Avenue
SLG is set to acquire 346 Madison Avenue and a neighboring site at 11 East 44th Street for $160M.
Madison Square Garden Entertainment: Upgrade To Buy On Better Growth Clarity
I am upgrading Madison Square Garden Entertainment to a buy as FY26 bookings and concert demand are rebounding faster than anticipated, improving growth visibility. Management has nearly secured 80% of The Garden's 2026 bookings and is planning a new residency to fill the Billy Joel gap. Consumer demand is robust, with strong sell-through rates, rising per capita spending, and record Christmas Spectacular performance supporting MSGE's high-margin growth.
Madison Square Garden Entertainment Still Filling Seats, But I Wouldn't Buy Here
Madison Square Garden Entertainment Still Filling Seats, But I Wouldn't Buy Here
Diddy plotting return to music with Madison Square Garden gig, his lawyer says
Disgraced hip hop mogul Sean "Diddy" Combs is hoping to make a comeback to music with a concert at Madison Square Garden, his lawyer has said.
