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    Brandon Ross

    Partner and Media and Technology Analyst at LightShed

    Brandon Ross is a Partner and Media and Technology Analyst at LightShed Partners, specializing in TMT (Technology, Media, and Telecommunications) sector research with a particular focus on leading media and technology companies. He is recognized for his in-depth coverage of firms such as Netflix, Spotify, Disney, Warner Bros. Discovery, Paramount Global, and SiriusXM, delivering insights that have garnered attention throughout the industry. Ross began his career as an investment banking analyst in the media group at Salomon Smith Barney, later holding roles in hardline retail research at Pali Capital, then serving as Managing Director and TMT Analyst at BTIG before joining LightShed in 2019. He holds a Bachelor of Science in Economics and a Bachelor of Arts in Intellectual History from the University of Pennsylvania, serving also as General Partner at LightShed Ventures, with additional entrepreneurial experience as co-founder of RIS, a technology company for the medical device industry.

    Brandon Ross's questions to Madison Square Garden Sports (MSGS) leadership

    Brandon Ross's questions to Madison Square Garden Sports (MSGS) leadership • Q4 2024

    Question

    Asked for an update on capital return plans, including potential share buybacks, and how the situation with MSG Networks influences these plans. Also inquired if selling a minority stake in the teams is still being considered.

    Answer

    The company's capital allocation priorities remain liquidity, maintaining a strong balance sheet via debt paydown, and opportunistically using cash, with all options including buybacks open. The RSN situation is being evaluated. Regarding a minority stake sale, while it's never ruled out, there is nothing to report at this time.

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