NY State To Legalize Gambling, Double Down on DraftKings?
After New York's Governor signaled he would legalize gambling, we revisit our previous bullish thesis on DraftKings to see if now is the time to re...
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Draftkings: Trading Our Pick for Future Considerations
Our investment philosophy attracts us to investing behind THE major secular trend in the world today…offline to online transition of massive TAMs....
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DraftKings: First Round Pick
Our investment philosophy attracts us to investing behind THE major secular trend in the world today…offline to online transition of massive TAMs....
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Flutter Entertainment: Best Entry Point Now to Invest in Explosive Growth of Online Sports Betting
Flutter stock is up ~15% since our last SK bull case insight. Virus shut ins a factor, but post virus catalysts are many for a surge of global...
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NetEnt-Evolution: Are People Betting on an Overbid?
On 24th June 2020, Sweden-based Online-Casino company NetEnt AB (NETB SS) announced they had received a Public Takeover Offer from larger rival...
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