catalyst or bust

name says it all DYODD

[Plum Capital @Plum_Capital]

Nothing should surprise me after being on here for so many years and I know FinX doesn’t care for anything other than making a buck but it really shouldn’t be that controversial to hold CEOs to a higher standard. Just my 2c

[catalyst or bust @catalystbust]

@mets1992 Nothings changed here really, they sold the racinos at a multiple better than I expected

Mostly just illiquidity hammering the stock

I’ve been adding

[catalyst or bust @catalystbust]

Market did not like $CNTY’s sale of century downs and century miles racetrack when I cant find it anything other than great news

[catalyst or bust @catalystbust]

You know who isn’t from Jim Thorpe….

[The Timeless Traveler 🇺🇸 @TimelessTrvlr]

Jim Thorpe, Pennsylvania, doesn’t look like what most people picture when they think of Pennsylvania.

Narrow streets, old buildings, steep hills and forest all around it.

It feels more like a little mountain town somewhere in Europe.

[catalyst or bust @catalystbust]

-14% since. $SEG def too cheap, catalysts still seem iffy though

[catalyst or bust @catalystbust]

$SEG has interested me a lot and its de risked a lot in the last year, but its really if we’re being honest a real estate discount to NAV story with negative FCF and EBITDA and difficult assumptions on when it turns positive maybe late 2027 or even 2028?

[catalyst or bust @catalystbust]

Short to say though my confidence in $CNTY has gone up tremendously

[catalyst or bust @catalystbust]

2. Rising rates hurt them until they pay down the term loan due to their term loan being floating rate choice of SOFR or ABR, cash is going to be tight until the term loan is paid down

[catalyst or bust @catalystbust]

Say what you want about Bill Pulte but targeting monopolies i.e. $FICO that have taken advantage of consumers last few years is exactly what you want a regulator to do, no?

[catalyst or bust @catalystbust]

@SpacThoughts Think deal to sell entire company is tough here… more likely path is sell others 2 canadian casinos and hopefully Casinos poland by Q1

[catalyst or bust @catalystbust]

@ACapitalLP I do not think anyone expected that hahahah

[catalyst or bust @catalystbust]

You don’t soften language on equity injections from postions of weakness

$BAK

[Matt Carey @RealMattCarey]

made it out just in time for Lebron

[catalyst or bust @catalystbust]

One area I tend to think deserve higher multiples are the can companies, $CCK $AMBP $BALL your pick. In an era where AI disruption is going to disrupt most businesses to some degree…… tough to disrupt a can