Starting a couple new speculations, plus thoughts on GAN, NVDA, SONG, SE, SFIX and more...
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Friday File: Valuation Fears, GAN, and some New Speculations
Friday File: Gambling Hits the Nasdaq, plus Insurance, Preferreds, some Earnings Notes and more…
We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]
24 Comments Read MoreFriday File: Gambling on Sports, Micro-Dosing on Stocks
I knew to buy like crazy last Friday morning, because people say that I am the SMARTEST INVESTOR IN THE WORLD. Woohoo! Oops, sorry, I forgot that I wasn’t selling myself with hype-filled puffery. That’s obviously not true, I did some buying last week and opened a few new positions that have done well so […]
13 Comments Read MoreWhat are “The 3 Stocks to Own Before Another State Legalizes Sports Betting?”
Will the Supreme Court create windfall profits for sports betting companies as soon as next week? Looking into the pitch from McCall's Investment Opportunities newsletter.
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I regret selling DraftKings after that first post-SPAC merger surge, and they are emerging as the strongest brand -- tho...
GAN is an interesting little story too, it was on the verge of being sold for parts a few years ago... and then rejuvena...
Rush Street is likely to be bigger and a little cheaper at this point, given what we know from the initial SPAC disclosu...
Hello Travis, amazing read. I love that we got into SE at about the same time even though I only read your thoughts on i...
Travis, any thoughts on $GAN recent disclosure that fanduel will no longer be a customer as of August of 2021? I'm sure ...