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...
363 Views
U.S. Equity Strategy: Bullish Outlook Intact
mild weakness on the first trading day of the year appears to be just a blip on the radar and our bullish outlook remains intact. We continue to...
407 Views
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....
270 Views
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...
439 Views
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,...
480 Views