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Q: Hi 5i Team - I have small positions in the following three gaming sector companies: Genius Sports, Sportradar, Flutter Entertainment. Am wondering if I need to have all three of these companies and if I should consolidate into two of them. If so, which two of the three would you keep. Is there a significant difference between the three - maybe consolidation is not necessary.
As an afterthought, is Fan Duel likely to become publicly traded.
Thanks.
As an afterthought, is Fan Duel likely to become publicly traded.
Thanks.
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Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.
Any other suggestions?
Thank you.
Any other suggestions?
Thank you.
Q: Considering to initiate a position into Draftking. Which one do you prefer between it and Flutter and why?
Happy mew year to all the team and others members!
Happy mew year to all the team and others members!
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