BATRA

$BATRA chatter on StockTwits

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  Annie Preferred@Annie_PreferredBullish7h

  $BATRK $BATRA My bf's updated odds: Outcome Current estimate Treasury/Congress fixes §162(m) enough that Braves remain public 10% (He said only affects one MLB team. No one cares in Congress and Treasury is not going to risk the public backlash.) Malone-led take-private / buyout 90% (13D has a lot of wiggle room; got to be thinking about it.) No fix; Braves remain public and absorb the tax drag 0% (Malone never pays an unnecessary tax.)

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  Annie Preferred@Annie_PreferredBullish10h

  $BATRK $BATRA Claude issued updated odds: Outcome Current estimate Treasury/Congress fixes §162(m) enough that Braves remain public 35% Malone-led take-private / buyout 40% No fix; Braves remain public and absorb the tax drag 25%

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  Annie Preferred@Annie_PreferredBullish12h

  $BATRK $BATRA Claude says it's called "optionality." He's 80% sure they are discussing a backup plan to go private!

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  Jeff McDowell, CMT@SynaptricBullish16h

  On the lookout for a massive repricing of pro sports teams. NBA Lakers private transaction at 25% premium. $MSGS results. NBA Nicks. $BATRA MLB Braves $TKO UFC & WWE $RCI Toronto Blue Jays (MLB), Toronto Maple Leafs (NHL), & Toronto Raptors (NBA) $MANU Manchester United FWONA Formula 1 & Moto GP

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  Annie Preferred@Annie_PreferredBullish1d

  $BATRK $BATRA Pro sports team values are skyrocketing now because they are the only business immune from AI:

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  Annie Preferred@Annie_Preferred1d

  $BATRA $BATRK Here's what Claude says about DC lobbyists: The real-world incentive problem in lobbying: the lobbyist is not an impartial messenger. The lobbyist is being paid to advance the client's interests. So the question becomes: how would they characterize an ambiguous conversation? If Bessent (or Treasury officials) said something like: “I don't know about that. We would have to look at the statute. Congress may need to act.” a lobbyist probably would not report back to the Braves: “They rejected it.” That would end the engagement. More likely, the report back to the Braves would be something like: “Treasury is aware of the issue. They did not shut the door. They are looking at whether there is regulatory authority. The challenge is finding the right legal path.” “This is going to require more work." That is how lobbying often works: a neutral or skeptical response gets translated into “the door is open, but we need to keep working.”

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  Jeff McDowell, CMT@SynaptricBullish1d

  $BATRA Los Angeles Lakers news highlights value of ALL pro sports teams.

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  Annie Preferred@Annie_PreferredBullish2d

  $BATRA $BATRK No one else thinks 162(m) was unintended to apply to pro sports teams. If it was up to the shareholders, we wouldn't be paying Mike Yastrzemski $23,000,000 to throw the ball into the foul pole! https://youtube.com/shorts/OYQvSBTyy8o?si=UNT882mwbfp4YNF3

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  Annie Preferred@Annie_PreferredBullish2d

  $BATRA $BATRK My bf just bottom-lined it for us ... Braves don't want to go private, because they figured out that with a public company, everyone is overpaid!

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  Annie Preferred@Annie_PreferredBullish2d

  $BATRK $BATRA MLB players are way overpaid. The average annual salary in the U.S. is $69,846.57. Even if Trump wanted to help with Congress or the IRS, it won't play politically!

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  Annie Preferred@Annie_PreferredBullish3d

  $BATRK $BATRA Claude reviewed the CC transcript and here's what Claude is saying now: The most important exchange. Plant saying "we're very confident we'll have a legislative or regulatory solution" is either: Genuine good news — actual lobbying progress we don't know about publicly. Or deliberate deflection — Plant answering specifically so McGuirk and Robinson didn't have to make a materially misleading representation about the company's future as a public entity. The fact that Plant answered rather than McGuirk or Robinson is the tell. A tax law question affecting the entire company's capital structure should be answered by the CEO or CFO — not the real estate development president. The choreography of who spoke is more informative than what was said. Geez ... can't fool Claude!

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  Keyon R@KeyzR3Aug 7

  $BATRA I believe there will be a lockout after this season what the dodgers are doing is just not baseball anymore lol.... $20-$25 a share im a buyer forsure.

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  Annie Preferred@Annie_PreferredBullishAug 6

  $BATRK $BATRA Um ... don't really see support for eliminating tax on Braves. The Chairman of the House Ways and Means Committee is Jason Smith, a Republican: "The House’s top tax writer said on Tuesday June 30th that he’s working on legislation to address the fact that some, though not all, professional sports teams will be subject next year to new limits on their ability to deduct the compensation of highly paid employees. Ways and Means Committee Chair Jason Smith (R-Mo.) expressed concern that it isn’t fair, and raised the possibility of expanding the limitations to all sports teams." My bf said, the Commissioner of MLB and 29 other teams have to be calling the Braves and telling them "thanks a lot ... you guys need to stop this tax complaining and just go private like every other MLB team .. seems pretty obvious!"

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  Annie Preferred@Annie_PreferredBullishAug 5

  $BATRA Here's the updated odds on avoiding 162(m) in my bf's opinion: 1. Congress changes the law (but still have Presidential veto, so odds of final change in law): 5% chance. 2. Ownership/player deals can be structured to plan around cap (law is very broad, so extremely difficult): 10% 3. Go private by 12/31/2027: No-brainer: 85%. 4. Don't do anything and pay the tax: No chance, MLB is too competitive: 0%! 5. Regulatory relief? Congress has to fix, so doesn't seem possible for the IRS to say MLB is excluded... so less than 0%!

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  PSSFIREHORSE@PSSFIREHORSEBearishAug 5

  $BATRA In separate polls of 101 anonymous MLB players and almost 8,500 fans conducted by The Athletic, an overwhelming majority of both groups indicated they are bracing for a lockout before the 2027 season. In the first segment released from The Athletic’s annual MLB player poll, which was conducted across 23 teams from February to May, 80 respondents said they believed there would be a lockout this offseason.

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