Jacob Rubin
Portfolio Manager at Philosophy Capital
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Jun 7, 2024 • 1h 12min
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Portfolio Manager Jacob Rubin shares insights on legacy brand names Caesars $CZR and Gannett $GCI. Topics include scale importance in gaming, Q1 performance analysis, digital ramp impact, valuation comparisons, Carl Icahn's investment, Gannett's AI and lawsuit potential, and market dynamics of legacy brand names.
