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Innhold levert av Eric Clark. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Eric Clark eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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S4 - Ep 5 Draftkings (DKNG) Earnings Review

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Manage episode 382076173 series 2918135
Innhold levert av Eric Clark. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Eric Clark eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Draftkings has become the #1 market share brand in the sports betting and iGaming industry. We love the company, the app, and the stock has been a monster over the last year. The company has made the inflection from unprofitable to profitable and is growing fast. That drives significant revenue, FCF, and margin expansion. In a world where growth is hard to come by, Draftkings stands out over lots of other companies. The sportsbetting TAM by 2030 is estimated to be about $167B from roughly $81B today. If Draftkings gets its fair share, there's a significant revenue ramp from here. The stock can be volatile so use the VOL to your advantage.

Important: this is NOT advice, please do your own research to determine what investments are right for your personal circumstances.

  continue reading

70 episoder

Artwork
iconDel
 
Manage episode 382076173 series 2918135
Innhold levert av Eric Clark. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Eric Clark eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Draftkings has become the #1 market share brand in the sports betting and iGaming industry. We love the company, the app, and the stock has been a monster over the last year. The company has made the inflection from unprofitable to profitable and is growing fast. That drives significant revenue, FCF, and margin expansion. In a world where growth is hard to come by, Draftkings stands out over lots of other companies. The sportsbetting TAM by 2030 is estimated to be about $167B from roughly $81B today. If Draftkings gets its fair share, there's a significant revenue ramp from here. The stock can be volatile so use the VOL to your advantage.

Important: this is NOT advice, please do your own research to determine what investments are right for your personal circumstances.

  continue reading

70 episoder

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