Fandule and the Sports Betting Market in 2023

The sports betting market right now is, everyone's chasing customers. But fandule and their parent flutter, has been much more patient than caesars. The fandus being much more disciplined, letting other people lose money, they're going to turn a profit in their us.

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IN THIS EPISODE, YOU’LL LEARN:

02:47 - How Adam narrows down the world of stocks to a select few to dive in deeper on.
08:33 - What sectors Adam is most bullish on.
21:55 - Whether Airbnb makes the cut on Adam’s BMP checklist or not.
32:10 - Why Adam likes Fanduel’s (traded under Flutter) stock much more than DraftKings.
45:14 - What Fanduel’s moat and competitive advantage are.
47:09 - Whether or not the real estate industry is able to be disrupted.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: Value Investing in the Digital Age w/ Adam Seessel - MI196.
Related Episode: Value Investing in the Digital Age w/ Adam Seessel - TIP 465.

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