Offshore
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Evan
American Eagle $AEO stock has held onto its gains today and is now up 32% so far today
🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢 https://t.co/LHz2zskkam
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American Eagle $AEO stock has held onto its gains today and is now up 32% so far today
🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢 https://t.co/LHz2zskkam
American Eagle is up 25% in after hours following its earnings
American Eagle $AEO just said its partnership with Sydney Sweeney has been its “best” advertising campaign to date - CNBC https://t.co/oclXyXU9Pj tweet
Offshore
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Aadit Sheth
RT @neatprompts: Google literally published a 69-page prompt engineering masterclass https://t.co/bQiOQb6QVm
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RT @neatprompts: Google literally published a 69-page prompt engineering masterclass https://t.co/bQiOQb6QVm
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Offshore
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Aadit Sheth
This person literally shows how to make your brain remember more with zero effort https://t.co/3mSOQbeGWG
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This person literally shows how to make your brain remember more with zero effort https://t.co/3mSOQbeGWG
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AkhenOsiris
$DKNG $FLUT $SRAD $GENI
Jefferies report casts some doubt on the prediction market opportunity.
Jefferies said the idea of a global TAM of $100 billion “greatly overstates the potential profitability.”
One of the biggest questions is the apples-to-oranges comparison of betting handle and trading volume, with Jefferies estimating that prediction volumes “would appear” to be between 50% and 95% lower than currently being reported.
“Jefferies estimates Kalshi and Polymarket’s combined handle in H125 was $1.5 billion vs. US OSB handle over the same period of $85.2 billion.”
“Yes, the opportunity (for an individual operator) is massive if the space is controlled by a handful of players, but if everyone and their brother is offering these contracts, with the same structure, sports contracts will be just another offering within the larger financial market field.
If FanDuel, DraftKings, BetMGM, Caesars, bet365, and Underdog can all offer prediction markets on sports, then it’s just another product in a crowded marketplace that is also competing against traditional sportsbooks, DFS, sweepstakes, and everything else. The advantages of being a prediction market evaporate, and it becomes a battle of UX, marketing budgets, and brand recognition.
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$DKNG $FLUT $SRAD $GENI
Jefferies report casts some doubt on the prediction market opportunity.
Jefferies said the idea of a global TAM of $100 billion “greatly overstates the potential profitability.”
One of the biggest questions is the apples-to-oranges comparison of betting handle and trading volume, with Jefferies estimating that prediction volumes “would appear” to be between 50% and 95% lower than currently being reported.
“Jefferies estimates Kalshi and Polymarket’s combined handle in H125 was $1.5 billion vs. US OSB handle over the same period of $85.2 billion.”
“Yes, the opportunity (for an individual operator) is massive if the space is controlled by a handful of players, but if everyone and their brother is offering these contracts, with the same structure, sports contracts will be just another offering within the larger financial market field.
If FanDuel, DraftKings, BetMGM, Caesars, bet365, and Underdog can all offer prediction markets on sports, then it’s just another product in a crowded marketplace that is also competing against traditional sportsbooks, DFS, sweepstakes, and everything else. The advantages of being a prediction market evaporate, and it becomes a battle of UX, marketing budgets, and brand recognition.
tweet
Offshore
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ToffCap
Out with a new one!
We’re looking at a company trading at <5x20% with the potential to do it for a long time.
The company has quietly (but rapidly) become a European (e-)commerce infrastructure play.
- it has proven that its flywheel generates strong organic growth.
- it has delivered operating leverage, pushing margins upwards.
- it continues to acquire at 3-5x ev/ebitda, with plenty more to come.
- and it has managed its balance sheet such that leverage is falling, even while acquisitions continue.
On the stack.
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Out with a new one!
We’re looking at a company trading at <5x20% with the potential to do it for a long time.
The company has quietly (but rapidly) become a European (e-)commerce infrastructure play.
- it has proven that its flywheel generates strong organic growth.
- it has delivered operating leverage, pushing margins upwards.
- it continues to acquire at 3-5x ev/ebitda, with plenty more to come.
- and it has managed its balance sheet such that leverage is falling, even while acquisitions continue.
On the stack.
tweet