These refs are trying to hand this game to Auburn. It’s wild.

🚨 New episode alert! Jesse Learmonth sat down with Davis Catlin of DiscerningCapital, recorded on-site at SBC Summit Americas in Fort Lauderdale, to dive into his new $20M user acquisition financing model—and why more founders shouldn’t have to trade equity to grow. Presented by

🚨 New episode alert! E253 features Davis Catlin, Managing Partner at DiscerningCapital, joining @JasonTrost to unpack why challenger brands like Picklebet and Midnite are thriving, why raising capital for sweeps is an uphill battle, and how the “Big Beautiful Bill” could shake up the

This is insane unless that last sentence is a PR way to say ‘we are going to fight like crazy on the tax changes’ - but I don’t think that’s the point. Remember when it seemed like the AGA was as actually fighting for the industry? Maybe the books want to discourage sharps?

I don’t know how I feel about betting on this. I would love to meet this trader. DM please!

Is someone willing to book some action on the word “distraction” to be in the Astronomer CEO’s resignation post???

How I passively own an HVAC company. General contractor threatens to call the cops on me. Technician rams the new $70,000 van into a concrete pole at the gas station. $174,000 in aging AR 90+ days past due. Service tech quits via text after 10 days and threatens to sue

Anyone have an extra BetBash ticket? I forgot to buy one this year. Happy to buy it

Am I the only one who got choked up with the last Corso pick? I remember watching these since high school, in the college frat house and then with my kids. He built a part of the CFB culture that I love

What is the best stock to short in gambling if the Las Vegas strip hits a full recession with revenues down 20%? Anyone getting into covenant trouble at that level?

It’s not just Football Season - it’s Sean Perry season. Half of my twitter feed is this guys bets. He has turned himself into a media brand at this point. Or is just my news feed? No one knows…

Am I understanding this correctly - does Kalshi also have a business unit that will take the action? Oops. Bids. Operating an exchange is highly defensible IMHO. If you are taking positions / risks, then I think that blurs the line.

College football needs to address these massive buyouts that have become so prevalent. If you are a big time program, you need to define “cause” as a below threshold win rate or something. Florida paying $20M to fire when he is sub 0.500 is poor governance Scott Stricklin

I’m not sure if I’m more upset with Henley for leaving it short or NBC Sports with their camera angle on 17 of Henley’s putt. I am pretty sure Henley left it short 2x in a row, but I wouldn’t know bc of the camera angle on 17.

I wonder how much of a windfall a tie will be for the books in the Ryder Cup? It’s got to be a big win for DraftKings Sportsbook and FanDuel. What say you Adam Bjorn?

I really was hoping the predictions market hype cycle would just die out on its own with underwhelming results & legal issues - but now DraftKings had to go and extend another month or two…

The United States condemns the reported mass atrocities committed by the Rapid Support Forces (RSF) in El Fasher, North Darfur.  The United States is gravely concerned about safety of civilians within the city and those fleeing to neighboring areas.  The RSF must stop engaging in

Talk about being Johnny on the spot. I haven’t seen the financial cost of this, but this should be a big deal for $DKNG. I just bought some DK shares a couple of days ago as I believe the tales of their demise to PMs are greatly exaggerated.

Anyone have a good estimate for how big the World Cup will be for the US Betting Market in 2026 in GGR? Should be a monster Summer to NFL season for $flut and $dkng

$penn should launch a Prediction Market and commit $2B to do it. If they do that, then we will have reached the peak. Hopefully then I can get all of my gambling newsletters & X feed back to normal…