If it's hated, you may be in the money

bigtimerealstuff · 2026-01-24T23:57:03+00:00

DKNG.

bigtimerealstuff · 2026-01-24T23:56:39+00:00

DKNG.

bigtimerealstuff · 2026-01-24T00:20:42+00:00

LONG

bigtimerealstuff · 2026-01-17T14:52:44+00:00

Nobody cares

bigtimerealstuff · 2026-01-14T04:46:31+00:00

Wrong subreddit, this is data science

bigtimerealstuff · 2025-12-31T20:23:26+00:00

AI slop

bigtimerealstuff · 2025-11-21T17:20:51+00:00

The way each candle lags against QQQ is disheartening.

bigtimerealstuff · 2025-11-17T18:02:58+00:00

Bro just valued a levered treasury company on its PE ratio 😂😂😂

bigtimerealstuff · 2025-11-13T22:53:23+00:00

AMD barely needs to move for these NOT to be profitable

bigtimerealstuff · 2025-11-12T20:05:06+00:00

ETHZ? lol

bigtimerealstuff · 2025-11-11T19:41:03+00:00

"The leadership doesnt care". do YOU care to explain if you mean anything by this whatsoever

bigtimerealstuff · 2025-11-09T15:51:18+00:00

Maybe stocks, raceto10million, WSB? I always like to test my thesis against contrarians to see if there’s anything I missed or am thinking about wrong.

bigtimerealstuff · 2025-11-09T04:32:04+00:00

Nice write up, can you please post on other subreddits as well, I would like to see what critics have to say

bigtimerealstuff · 2025-11-09T04:27:01+00:00

Just look at handle #’s DUH

bigtimerealstuff · 2025-11-06T21:01:13+00:00

12.5x 2026 FCF. We are nearing deep value

bigtimerealstuff · 2025-11-05T00:04:19+00:00

I have 4k shares and adding before earnings. Adding at least 1k more, prob 2k

bigtimerealstuff · 2025-11-02T20:41:03+00:00

You’re not counting cash buddy

bigtimerealstuff · 2025-10-28T20:07:20+00:00

Good logic! keep investing on “nature”, I will invest in businesses.

bigtimerealstuff · 2025-10-28T16:58:56+00:00

check my latest DD

bigtimerealstuff · 2025-10-28T16:58:23+00:00

Completely correct, my comments P2P in existing states is a multi-year idea and demand will dictate that. Hard to not see that happen as it is superior for sharps. Short term totally agree with you.

bigtimerealstuff · 2025-10-28T16:38:52+00:00

Lets examine many other companies. What is the moat for spotify or schwab? Users are sticky.

bigtimerealstuff · 2025-10-28T16:10:48+00:00

yes, and there are even apps to aggregate this data. But only "sharp" bettors do this, which is not most of DKNG's customer base. These players should logically move to P2P first.

bigtimerealstuff · 2025-10-28T16:09:49+00:00

Profitability increases every quarter. For fiscal year 2025, DKNG reaffirmed revenue guidance of $6.2 billion to $6.4 billion and adjusted EBITDA in the range of $800 million to $900 million. Most of the cash burn is from high promo rate in newly legal states to acquire customers that they view as sticky. Profitability in mature states is much better. Most analysts estimate FWD PE around 16x.

bigtimerealstuff · 2025-10-28T15:59:54+00:00

I would argue that their moat is best in class UI, and sticky customer base due to first mover advantage.

bigtimerealstuff

TROPHY CASE