What the podcasts are saying about
CZR
Core-thesis conviction
2
Mentions · 7d
2
Mentions · 30d
2
Mentions · 90d
2
Episodes
Latest attributed ideas · most recent first
25 JULON THE MARGIN · 06:12
Single-product U.S. sportsbooks face structural unprofitability
“The bear case argued is that U.S. sports betting operators offering only sportsbooks suffer from single-digit margins and lack high-margin casino cross-sell, driving industry consolidation and ongoing operational losses.”
In depth · 4/5Verify in source →
24 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 01:05
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts — attributed, with a link to verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest — nothing else, never shared.