EPS+ 87% and Rev up 52% This sounds like a GBA stock to me! Of course how will they guide going forwards is unknown....
This story is interesting. I have been saying for a while why is Fanduel not split off from Flutter into a separate stock and listed in the US?>>>>> Fanduel is as big as Darftkings. (Reuters) - Fox and Flutter Entertainment plan to wind down their sports-betting business called Fox Bet starting as early as next month, Bloomberg News reported on Friday, citing people familiar with the plans. Flutter will retain the customer database and market-access agreements associated with the business, while Fox will keep rights to the brand and its option to buy an 18.6% stake in FanDuel, a unit of Flutter, the report said. Fox and Flutter declined to comment when contacted by Reuters. An announcement regarding the closure could come as soon as July 31, according to the Bloomberg report. Fox partnered with Canadian online gambling company The Star Group to launch Fox Bet in 2019. The relationship between the partners changed when Star was acquired by Flutter. Fox sued Flutter in 2021 in a case related to exercising its option to buy the 18.6% stake in FanDuel, one of the world's biggest fantasy sports companies, as both parties differed on the price of the stake. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Might be reading between the lines a bit but Fox's interest leads me to believe one of these inside moves will be made when the rich get richer... Fox gets some Fanduel and then they drop a US IPO. WEEKEND REVIEW IDEA #2 PDYPY FLUTTER ENT-
If you can now fix up a run down flat in China a re sell it without being branded Western in your greed... well that's good news for GBA Holding BEKE. Key Points Beike is a dominant real estate platform in China. Home renovation is Beike's next growth area.
Well what can I say? You guys will debate the greatest calls here at GBA and there have been so many, but the movie into China being so risky and so opposed by everyone I deal with was one of my best moves this year! Ted warned of Chinese rugs being pulled out from under me-- Van said When does PDD ever get above $80? The HF said No way buddy we don't want that on our books-- I didn't listen. I gathered up all the PDD I could between $71 & $80 Now all the sudden China doesn't look so bad does it? PDD Holdings Inc. (PDD) NasdaqGS - NasdaqGS Real Time Price. 89.35+4.82 (+5.70%)/ At close: July 28 04:00PM EDT
I want to circle back to this idea. Why? The writers strike. I was thinking the longer this writers strike goes on the more valuable a certain type of entertainment is... Podcasts. Weekend Review Idea #3->LiveOne, Inc. (LVO) NasdaqCM - NasdaqCM Real Time Price. $1.91 (+4.37%) At close: July 28 04:00PM EDT
Podcast being a way to entertain without " writing " is a thought and here is one more. Grandma's House out here which is a few boardwalks away has air conditioning!!! I kid you not. When I stayed there recently it was all wrapped up and I didn't see it but she now can cool her upstairs. This global warming is making Fire Island a place that normally gets cool winds at night a place wher it is a super luxury to have air cond... The Heat = More air conditioners = Time to get back in Carrier on a pullback.
Next week Van returns from his trip. And you will notice a humbled man. Not because while he was away I proved myself to be better than ever delivering you massive returns on Reata Pharm. Boston Beer and VICR, PDD as well as a bunch of other great ideas... But because Van has witnessed another master Gaudi > It is true what they say: Once a man witnesses the glory of Gaudi he no longer bothers with negative thoughts, he no longer doubts the wonders of the world, the ability of joy to be created from the most mundane of things... Once you go Gaudi folks you never go back. Welcome Home Van. The facade of Casa Milà (La Pedrera) in Barcelona.