Become a Member

Topic Archives: Penn National (PENN)

  • Friday File: Annual Review Part Three

    More annual checkups on Real Money Portfolio stocks, including Berkshire, Kambi, GAN, Roku, Shopify, Brookfield and more...

    50 Comments Read More
  • Friday File: Valuation Fears, GAN, and some New Speculations

    Starting a couple new speculations, plus thoughts on GAN, NVDA, SONG, SE, SFIX and more...

    46 Comments Read More
  • Friday File: A New Arbitrage, More Gambling, Royalties for the Watchlist, and Bubble Thoughts

    I feel very cautious, yet also bought four new positions this week in the Real Money Portfolio...

    36 Comments Read More
  • Comments

  • I was never able to get onboard with GAN, made enough mistakes with DKNG and PENN but did well with MGM and may hold ont...

  • I have over 30,000 emails in my in box from Tillson and the others like him. In fact I can't even figure out which ones ...

  • I’ve never looked at PENN in any detail, but I think GAN is being undervalued by the market, perhaps in part because o...

  • I was on macrumors and discovered IIVI and its in Penn where apples next campus will be built. IIVI supplying iphone 12a...

  • Travis, any thoughts on $GAN recent disclosure that fanduel will no longer be a customer as of August of 2021? I'm sure ...

  • I don't know anything else, sorry, though I did know that Barstool was PENN's entree into competing in sports betting. ...

  • Travis thank you for finding $GAN and your continual research with it. In regards to their new mystery customer I was wa...

  • What has happened to Smart Dust in the three years since the previous article was posted? For starters, one of these ma...

  • We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

    More Info