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: 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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Last Week In Event SPACE: ESR/Sabana REITs, Vedanta, Leyou, Alpha, Metlifecare, Melco, Neles
Last Week in Event SPACE ... The parade of S-REIT mergers continues with ESR-REIT (EREIT SP)finally taking Sabana Shari’ah Compliant REIT...
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StubWorld: Macau Gaming Plays Gain As Guangdong Eases Quarantine Policy
This week in StubWorld ... Guangdong province will lift its quarantine policy with Macau starting tomorrow morning. Macau gaming plays spiked,...
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Crown: Blackstone's Passive Bet, For Now
On the 29 April, Melco International Development (200 HK) announced Melco Resorts & Entertainment (MLCO US) had sold its 9.99% stake in Crown...
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