Can we count your visit with Google Analytics? No ads, no profiles. Details
DKNG
USConsumer Discretionary · Hotels, Restaurants & Leisure
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
DKNG is the duopoly #2 in US online sports betting (~28% OSB GGR share behind $FLUT FanDuel's ~37%) and #2 in US iGaming (~24% share behind $FLUT). The structural read: state-by-state OSB legalization is roughly two-thirds done by population; the next legs (TX, CA, FL) are slow but iGaming legalization (currently 7 states, ~25% of US pop) is the higher-margin TAM unlock.
Profitability inflection in play - first full-year positive adj EBITDA in 2024, hold rates structurally rising as parlay mix grows, promo intensity normalizing as the customer-acquisition war with $FLUT cools.
It reads our $DKNG data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.