Kevin Bertoli (@kbertoli1) 's Twitter Profile
Kevin Bertoli

@kbertoli1

Investor. Putting businesses & human behaviour under the microscope searching for that next opportunity! Investment motto 'Common sense is not so common'!

ID: 243432797

calendar_today27-01-2011 01:15:42

1,1K Tweet

274 Followers

1,1K Following

Kevin Bertoli (@kbertoli1) 's Twitter Profile Photo

Never saw Russell play but growing up in Waikerie, in a Port Magpies household, his stature in the game was obvious. As a teenager was lucky enough to meet through footy & his love of the game & mentoring next generation shone through. Lasting impact on Port Adelaide FC & SA. RIP Great Man

Kevin Bertoli (@kbertoli1) 's Twitter Profile Photo

Belarus, now Kazakhstan. Authoritarian rule coming under pressure within the former Soviet republics. Kleptopia by Tom Burgis is an excellent read for anyone interested Kazakhstan under Nazarbayev’s almost 30 year rule & issues preceding current social unrest.

Thomas Rice (@thomasrice_au) 's Twitter Profile Photo

This must be the worst timing I've ever seen on a call. HK ripping today - Tencent +21%, Alibaba +20%, Meituan +28%, Kuaishou +31%, etc

This must be the worst timing I've ever seen on a call.

HK ripping today - Tencent +21%, Alibaba +20%, Meituan +28%, Kuaishou +31%, etc
Kevin Bertoli (@kbertoli1) 's Twitter Profile Photo

To think $CVNA 52wk high was $377 and investors were willing to soak up $3b+ of stock from EG2. Now they can't give it away and the vultures have arrived! bloomberg.com/news/articles/…

Kevin Bertoli (@kbertoli1) 's Twitter Profile Photo

Star Entertainment’s ASX announcements late on Friday afternoons after market close are becoming quite a thing. Three weeks in a row now, seems like the best time to announce key mgmt. and board departures... $SGR

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Election Day that’s a wrap, the trees not sacrificed for how-to-vote cards and mailouts can now breathe a sign of relief. Now for the fun part, waiting for Antony Green - elections to call it! #AusVotes2022

Kevin Bertoli (@kbertoli1) 's Twitter Profile Photo

Well done to the candidates in #NorthSydneyVotes, unlike some other seats across the country campaigning remained respectful throughout despite the closeness of recent polls. That’s how it should be done āœ”ļø. Trent, Kylea Tink @Renshaw4NthSyd šŸ‘

PM Capital (@pmcapitalltd) 's Twitter Profile Photo

Flutter Entertainment - an attractive long term bet. In this article, Co-Portfolio Manager Kevin Bertoli Kevin Bertoli discusses Flutter Entertainment, a global sports-betting giant we believe to be positioned for rapid earnings growth in the US. pmcapital.com.au/insight/flutte…

Flutter Entertainment - an attractive long term bet.
In this article, Co-Portfolio Manager Kevin Bertoli <a href="/kbertoli1/">Kevin Bertoli</a>  discusses Flutter Entertainment, a global sports-betting giant we believe to be positioned for rapid earnings growth in the US.
pmcapital.com.au/insight/flutte…
Kevin Bertoli (@kbertoli1) 's Twitter Profile Photo

Well that didn't take long. Speaks not only to Betr missteps but the strength of oligopoly here in AU. I can't see where the interest comes from, particularly if Pointsbet AU also has the for sale sign out, a better product, brand & more customers. afr.com/street-talk/be…

Kevin Bertoli (@kbertoli1) 's Twitter Profile Photo

Is this an inflection point in attitudes of US sports betting operators towards third party tech? Bally's tried the inhouse approach & failed miserably. With 3 players dominating the US market it makes complete sense for smaller operators to outsource given the costs. $KAMBI