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Episode 100 with Darren Rovell

The Compound and Friends

00:00

The Importance of Investing in a Drawdown

Draft Kings is in a 63% drawdown, Caesar's 57 and MGM has only done 13%. So I think the hotel businesses have been helpful because that is the best business in the world right now. Fanatics is valued at $31 billion; Dix is 11 X under Armour.

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