BetMGM claiming second place in the US gambling market. Investor day today. $ENT $MGM :) $DKNG :(

APi Group, valuation vs peers per Investor Day. $APG

Breakdown of claim to streaming revenue, from $SPOT note (Jefferies) Can see the motivation for artists' to be independent. Long-term, do the record labels lose relevance? That would be very positive for Spotify and would materially change economics.

Well $MGM didn't come back in, but $DKNG have. I didn't expect this, but Entain has been a strong acquisition target for some time. (+125% since CMD in Nov 2020) $ENT shareholders are not complaining. MGM, penny-wise and pound-foolish for not increasing their earlier bid?

Haven't been active on here for a while but I am planning on sharing a high-conviction idea of mine on here tomorrow... Under-followed, high-quality company with strong growth tailwinds, available at a discounted price!

Good analysis of #MRL. I worked with Alex at #RST, and invested in #MRL in the second (£1) and third (£1.7) funding rounds. Sold out at £9 and now bought back in, average £4.6. Market concerned over the debt levels and costs but digital growth, margins and FCF undervalued IMO

$MRL.LN emerging compounder. Many examples of publicly traded TIC businesses with multi-billion $ outcomes, non of which have a SaaS angle being run by a former $CSU executive.

#MRL. Worth remembering there are 2.9% reported shorts in place. I suspect we will see a short squeeze based on today's news which should help power the SP even further. (I hold).

$MRL LN guided to "trading in line with expectations as it continues to deliver strong strategic progress, with high single digit organic revenue growth in the period"

Epsilon Net $EPSIL €12 takeout bid from management/ PE seems light.. not sure it gets done here and may need a bump to a higher bid price.. current offer doesn't adequately compensate investors for clear long-term growth potential. Can other investors get 10% blocking minority?

Sporadic $CDRO related thoughts continued. Main issue facing the equity - as opposed to the biz - is the parent ownership, 66% owned by Grupo Codere (Latam phyical gaming behemoth). Codere was distressed for many yrs, restructured 2x through COVID and previously...