Debo

Who dis?

[Debo @DeeboDonald]

@ChudCap The fact that they haven’t explained in what way/to which extent it has impacted rev speaks volumes. Gaming streams has throughout history always been hijacked (in Asia). My qualified guess is that they cutting back on some of the exposure, they just dont want to talk about it

[Debo @DeeboDonald]

@Corballyred Looks as if he is on an audition and dead scared of making any mistakes which is why is his decision making looks so weird.

[Debo @DeeboDonald]

@Lou_Mannheim @MBungeMeyer https://t.co/F0xvtJixbq

[Debo @DeeboDonald]

@gamblinglamb @6619knarf Aren’t they subject to a 1bn EUR fine? Still pending as far as I know…

[Debo @DeeboDonald]

@MadThunderdome Business culture = multi decade track of constant innovation and market leadership.

Edge = sells productivity, difficult to grasp from the outside, but the value add to its customers is immense. Terrific and underrated pricing power.

Expensive but great Co

[Debo @DeeboDonald]

@MadThunderdome Atlas Copco

[Debo @DeeboDonald]

@GerardStarkey @gamblinglamb They source it from a (commonly used) 3rd party. Why be different when u can copy everyone else…

[Debo @DeeboDonald]

@gamblinglamb @gamray Funny how so many within the industry obsess about Hold without discussing handle. A lower Hold might beneficiary in the long run in terms of retention and ultimatelt LTV

[Debo @DeeboDonald]

@RobinEjde @gamblinglamb …and that wasn’t a short seller, it was an industrial player…

[Debo @DeeboDonald]

@awoinski @MikeDzikowski That’s why Co’s are going for consolidation

[Debo @DeeboDonald]

@awoinski @MikeDzikowski BetMGM is targeting 1.3bn revenues in 2022, lets assume it 1.7bn 2023 (30% y/y). What multiple should one assume here? DK is at 2.1x ev/s add 30% premium and you value 100% of BetMGM 4.6bn. Seems managable but is it feasible?

[Debo @DeeboDonald]

@Badpak That would make sense while at the same time being complety crazy

[Debo @DeeboDonald]

@Badpak To suppliers? Who would that be?

[Debo @DeeboDonald]

@HayekAndKeynes Disagree completly, it has deterred China from making moves on Taiwan. Nato is consolidating. Europe is more united with increased military spending, needing less $ from the US. Also, the out of the money trade on Putin potentially being forced out is now in play

[Debo @DeeboDonald]

@AndreasSteno Not sure what your point is. Same man withheld 400 musd and military aid to Ukraine in order to win his re-election. Single data points rarely paint the full picture

[Debo @DeeboDonald]

@SuperMugatu The Siege of Mecca by @yarotrof modern history that provides good backdrop to much of the post 9/11 foreign policy

[Debo @DeeboDonald]

@MadThunderdome Maily use it for research purposes

[Debo @DeeboDonald]

@onefanaticguy @RobinEjde @Symmetry_Invest NL is a casino market. Acc to 888, they assume 10m dollar/H1-22 ebitda short fall, assuming 70% margin (inline w peers) implies less than 4m GGR headwind if sport comprise 50%, a steep assumption IMO. Only a drag of 13% on Sports GGR q/q. NL wasn’t the problem

[Debo @DeeboDonald]

@MadThunderdome Maybe we underestimated DK all along. Why push the brand if the site crashes every Sunday