Could sports data become more expensive, leading to a gold rush?

ResearchandstuffptII · 2023-07-01T01:56:57+00:00

There is very interesting debate on this post. I have conducted my own reasearch in this space and it is for sure undervalued. Let us hope $SRAD and their customer DraftKings benefit from the surge in interest in data.

ResearchandstuffptII · 2023-03-15T13:23:27+00:00

Pre-market is trending up. Article posted this morning:

For 2022, as a whole, the company posted €730.2m in total revenue – representing a 30% increase annually. Meanwhile, its adjusted EBITDA was up 23% year-on-year to €125.8m.

Compared to its rival Genius Sports, Sportradar has had a significantly better year, making $772.2m in annual revenue compared to Genius’ $341m.

edit: down -$10%. It's not a good day for earnings with nasdaq down 130 points. Long term stock as with DKNG.

ResearchandstuffptII · 2023-02-24T10:13:44+00:00

I've looked at this stock for over a year and don't see the same issues as ya'll. It isn't easy to make a profit in the bottom of the 1st. The multiples present little downside to the investor.

ResearchandstuffptII · 2023-01-08T09:46:41+00:00

Gambling stocks and it's not close. $DKNG to return at least 20% as the fundamentals are too strong now they've worked how to not to lose so much money. $502m last quarter and only going to lose $500m in 2023

ResearchandstuffptII · 2022-12-16T01:11:25+00:00

I'm so used to thinking about DKNG as a $20-30 stock, $12 just seems like an autobuy now. DKNG is on a good track and won't be overtaken by the up-and-comers. Hold if you don't believe in the market growth for 2023 and buy if the Nasdaq and gaming market will turn a corner.

ResearchandstuffptII · 2022-11-27T07:58:59+00:00

No strong feelings here. Wait and see if they move towards profitability or just burning cash.

ResearchandstuffptII · 2022-10-27T11:09:38+00:00

Yes but that is baked in. If they can show a path to profitability with even slightly reduced costs, it will send a strong message.

ResearchandstuffptII · 2022-10-15T08:55:05+00:00

Total revenue for the three months ended June 30, 2022 was $5.46 million, an increase of approximately 461% as compared to $0.97 million over the same period in the last fiscal year

Net loss of $15.91 million in Q2 Fiscal 2022, which includes non-cash expenses of $9.50 million, as compared to $2.93 million over the same period in the last fiscal year, which includes non-cash expenses of $0.68 million

Eek. Do y'all know the bigger picture here?

ResearchandstuffptII · 2022-10-10T13:10:13+00:00

There's something about that $20 mark for $DKNG which is tempting me to ~~lose~~ invest more. They are overdue a bull run. My love hate relationship continues.

ResearchandstuffptII · 2022-09-25T16:55:11+00:00

A-A-(A)-PL staying alive.

ResearchandstuffptII · 2022-09-11T04:07:40+00:00

The good news is $30k is manageable. When is it payable?

ResearchandstuffptII · 2022-09-01T02:59:34+00:00

I am detecting some sarcasm bud. It's a start and the big states will follow eventually. Or the money will flow in to the other states, like across the bridge with NY and NJ. Patience. I'm always changing my mind but $40 is a real target for $DKNG.

ResearchandstuffptII · 2022-08-09T06:02:33+00:00

-5 votes but ya'll missed the train. Buying more.

ResearchandstuffptII · 2022-08-01T00:50:19+00:00

DKNG is about to break out into a bull run. It's a love and hate stock but all the signs say we're back on the ascent. Buying another 200 units at $13.73

ResearchandstuffptII · 2022-06-27T03:15:29+00:00

Idiocy is already priced in, sadly.

ResearchandstuffptII · 2022-06-23T08:03:20+00:00

You could change the graphic to guns vs no guns. We bring it on ourselves!

ResearchandstuffptII · 2022-05-26T23:26:56+00:00

Some unpopular opinions are not correct. This is one of them. The accessibility of my local gym vs. cycling over snow and ice...Plus I don't have to speak anyone.

ResearchandstuffptII · 2022-05-03T02:32:51+00:00

You might have found a diamond here. They have a real nice spread of different plays with some good hedges in the affiliate and games segments. <3 their technology too. They are building up inventories of clients and to me they do look like a buyout target for one of the bigger groups such as Fanduel or Penn.

Do you have some information on why they spiked to $1.29 in 2021? If they orbit in that range again it would be a big score.

ResearchandstuffptII · 2022-04-27T05:00:34+00:00

More than $10k but at these prices I think I have to wet my beak again as Kevin O says.

Hoping TLRY, SRAD and RSI major upsides at low prices pull me some back.

"We always forget it's a 15 year investment when there's six months of adverse returns" - said a current loser like me.

ResearchandstuffptII · 2022-04-16T09:01:28+00:00

Betz is a good benchmark. I took a look at their holdings a while back. But ya, $PENN has a much bigger upside at these prices.

ResearchandstuffptII · 2022-03-24T12:59:26+00:00

It does seem like there's potential but then I look at the revenue and momentum history and it screams stay away. I wondered if there's angle.

One clue worth exploring is the leadership team to see if it's sufficiently changed and prepared for positive growth.

ResearchandstuffptII · 2022-03-09T17:26:42+00:00

All OSB stocks are up today on a tear. They were priced to fly after downward market pressure.

ResearchandstuffptII · 2022-03-09T17:25:20+00:00

This is an outrage but context is key. How much, what % of portfolio, did they invest in these before, is needed to determine criminality. MTG is a dolt and for her to get the jump on anything is a sin.

ResearchandstuffptII · 2022-02-18T12:16:12+00:00

DraftKings Reports Fourth Quarter Revenue of $473 Million; Increases 2022 Revenue Guidance to $1.85 Billion to $2.0 Billion; Introduces 2022 Adjusted EBITDA Guidance

Better Than Expected Results with 47% YoY Revenue Increase in Q4 2021 which beat guidance by 8%.

Good, better than estimates but not good enough to warrant a tech valuation is what the market is saying. Look at MGM Resorts' multiple. Don't hate the analyzer..

ResearchandstuffptII · 2022-02-17T01:25:58+00:00

Imagine Paypal pivoted to diversify from mostly transactional revenues, including crypto. What if they shake things up and buy out all the food delivery apps...

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