sports by Q1 2025. Announced Chief AI Officer, Behshad Behzadi, who previously helped spearhead AI initiatives at Google $GOOGL. Brazil legalized sports betting last December and sports book licenses will be awarded this summer – this will be a large sports betting market (think ~$5-6bn GGR in next few years). Asia opportunity in India and Japan. African countries like Nigeria, South Africa, and Ghana. Confident in MLB partnership and should continue to have 3 of the 4 major US sports leagues under their umbrella (Genius has the NFL). NBA contract is off to a great start – a lot left to unlock with the NBA. Advertising continues to be an opportunity – programmatic and paid social – ranks as one of top global advertisers in online betting and casino space. Ads is just one of the many ways to profitably leverage their massive datasets for the benefit of customers.

Anyone looking to ramp on this name should chat with Ryan Sigdahl at Craig Hallum. He’s the best on the street and a class act. - Radnor Capital tweet

AkhenOsiris
RT @SaaSletter: 👀 Quick excerpts from MS Thematics “Uncovering Alpha in AI's Rate of Change” (64 pages)

- notable + growing importance of AI to Financial Sector
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⁠Stock Analysis Compilation
Arquitos CM on Liquidia $LQDA US

Thesis: Liquidia is poised to capture at least 50% market share due to its more tolerable drug and patented manufacturing process, significantly increasing its profit potential.

(Extract from their Q3 letter) https://t.co/VgcF05IK4Y
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⁠Quiver Quantitative
RT @QuiverCongress: We just received text from Representative Marjorie Taylor Greene's "Gulf of America" bill.

See below: https://t.co/eM1YCj4v1U
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⁠Dimitry Nakhla | Babylon Capital®
Evaluating a company solely by its return on invested capital isn’t sufficient.

The best companies to invest in are those operating in markets that are expanding.

This is crucial because growth opportunities amplify the advantages of high returns on invested capital.
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⁠InsideArbitrage
Barnes Group Inc. $B announced that its shareholders voted to approve for their acquisition by funds managed by affiliates of Apollo Global Management $APO at the company’s Special Meeting of shareholders . The transaction is expected to close before the end of Q1 2025.
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⁠Hidden Value Gems
Some stock commentary from Terry Smith's 2025 Letter 🧵👇

New positions: $ATLKY $TXN
Sold: $DGE.L $MKC $AAPL

"Atlas Copco is a Swedish industrial company which makes compressors, vacuum equipment, electrical and pneumatic tools and which has three characteristics which we find attractive:
➡️it outsources much of the manufacturing so making it capital light which enhances returns;
➡️it is highly decentralised with over 600 operating entities which have considerable autonomy in addressing their local market; and
➡️there is a controlling stake held by the Wallenberg family vehicle which should lead to good long-term decision-making since they have been in business for 151 years this year."

1/9
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⁠Stock Analysis Compilation
Bell AM on GMO Payment Gateway $4689 JP

Thesis: GMO Payment Gateway is a promising investment opportunity due to its strong growth history and favorable market conditions for cashless payments in Japan.

(Extract from their November letter) https://t.co/VtHkqQxuRd
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⁠InsideArbitrage
RT @business: Mars is borrowing the equivalent of $1 billion through privately-placed bonds, sources say, as it begins to repay bank loans it took out to help buy foodmaker Kellanova https://t.co/Aur9U4jQo2
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