Sean Jenkins (@hedgeyegll) 's Twitter Profile
Sean Jenkins

@hedgeyegll

MD on the GLL Research Team @Hedgeye

Hotels, OTAs, Cruisers, Casinos (B&M, OSB, iC)

Institutions [email protected]

Individuals -tinyurl.com/GLL-Pro

ID: 1504880152282546191

calendar_today18-03-2022 18:00:15

473 Tweet

2,2K Followers

162 Following

Hedgeye (@hedgeye) 's Twitter Profile Photo

Hedgeye Launches New Mobile App, Giving Investors Instant Access to Market Research 🚨 FOR IMMEDIATE RELEASE Stamford, CT – [March 4, 2025] – Hedgeye Risk Management is excited to announce the launch of the Hedgeye App, a powerful new tool that puts Hedgeye’s market-leading

Sean Jenkins (@hedgeyegll) 's Twitter Profile Photo

Yes!! Our good friends Yield Sec have been telling us this for months (years). We hosted a very unique event with them on Monday and the data they revealed to us and clients was truly mind boggling. The illegal channel is both a problem and massive OPPORTUNITY!

Hedgeye (@hedgeye) 's Twitter Profile Photo

GAME-CHANGER: The Hedgeye App is here. It's now available to download on the Apple App Store and Google Play. âś… Get real-time notifications on actionable investing ideas/research âś… On-demand access to The Macro Show, The Call, and HedgeyeTV âś… Bookmarking for easy reference âś…

Tom Tobin (@hedgeyehc) 's Twitter Profile Photo

Heard on The Call this morning: Sean Jenkins previewed new long in global travel $EDR.MC, hosting OTA call today at 12:30 ET. Still loving $BKNG long term, but does it have Signal Strength? Keith McCullough Hedgeye

Jeremy Kudon (@jkudon) 's Twitter Profile Photo

Alex Gold I can confirm that the top 3 apps in the market (by GGR) will not go dark. I am still trying to confirm the status of other apps.

Jeremy Kudon (@jkudon) 's Twitter Profile Photo

Just want to clarify: None of the leading OSB operators in Kansas will go dark as a result of today’s vote. Most contracts with the lottery run well into 2027.

Hedgeye (@hedgeye) 's Twitter Profile Photo

Highlight reel below from today's edition of "The Pitch" where our analysts presented their top long/short stock ideas to Keith McCullough. 🔊 Watch the on demand replay free: app.hedgeye.com/insights/16591… Featuring: 📌 Felix Wang Felix Wang, CFA (Tech) 📌 Jay Van Sciver

Howard Stutz (@howardstutz) 's Twitter Profile Photo

Wynn Resorts has announced its withdrawal from the New York City casino process. The company says the “rezoning process has made it clear to us there are uses for our capital more accretive to our shareholder.” Las Vegas Sands withdrew from New York last month Nevada Independent

Wynn Resorts has announced its withdrawal from the New York City casino process.
The company says the “rezoning process has made it clear to us there are uses for our capital more accretive to our shareholder.”
Las Vegas Sands withdrew from New York last month
<a href="/TheNVIndy/">Nevada Independent</a>
Hedgeye Asset Management (@hedgeyeam) 's Twitter Profile Photo

Big news: We are excited to announce two veteran portfolio managers David Salem (David Salem) and Sam Rahman (Sam Rahman) are joining Hedgeye Asset Management (HAM), a subsidiary of Hedgeye. Salem oversaw $8B at TIFF and partnered with Jeremy Grantham at GMO. Rahman

Ryan Butler (@butlerbets) 's Twitter Profile Photo

Illinois will "at some point" have legal real money online casino gaming, state Attorney General Kwame Raoul predicted during a gaming industry conference today

Sean Jenkins (@hedgeyegll) 's Twitter Profile Photo

IF true, a win-win for $FLUT and $BYD ... $FLUT getting ahead of what could have been an even higher price tag come '28? Seems like it.

Sean Jenkins (@hedgeyegll) 's Twitter Profile Photo

IT was true... $1.755Bn deal. $BYD gets the cash + long term commit. $FLUT removes a small overhang and secures immediate mkt access savings. Creates value for both sides. Update your models, friends :).

Sean Jenkins (@hedgeyegll) 's Twitter Profile Photo

Yep! Couple critical updates ahead of our Q2 Themes & Earnings Preview presentation today. Some tweaks to our rank order ahead of earnings and the rest of 2H.

Sean Jenkins (@hedgeyegll) 's Twitter Profile Photo

$CCL our preferred but we do like $RCL as noted and reiterated this AM. Even $NCLH (the YTD laggard) proving our view that Cruise > Travel & Leisure category for yet another year...

Hedgeye (@hedgeye) 's Twitter Profile Photo

Freedman: Court Ruling Clears Path to $300+ for $GOOGL 🔊 Alphabet $GOOGL skyrocketed more than 8% on Wednesday after a court ruled they will not be forced to sell off their Chrome web browser. “It represents a pretty big turning point for the company,” says Hedgeye