Another Blind Valuation Exercise | Sports Betting Industry | The Imperative of No


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In this episode, John Mihaljevic hosts a discussion of:

  • A new "blind valuation" exercise, with a discussion of equity valuation based on the numbers alone; led by Phil Ordway
  • An overview of the sports betting industry, including size, growth, regulation, and selected ideas; led by Elliot Turner
  • The imperative of "no": the luxury of patience -- key points from a talk at The Zurich Project 2019; led by Chris Bloomstran

Enjoy the discussion!

The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

57 episodes