We recently published 12 Best Consumer Cyclical Stocks to Buy According to Analysts.  Flutter Entertainment plc (NYSE:FLUT) is one of the best consumer cyclical stocks Flutter Entertainment plc (NYSE:FLUT) is a software technology company that offers online betting and other services. Its leading service FanDuel is one of the largest sports betting apps in the US and has a user base of more than 12 million users. As of November 28th, 19 out of 27 analyst recommendations for Flutter Entertainment plc (NYS ...

Core Insights - Tiger Global's Q3 2025 13F filing indicates a return to aggressive growth positioning, focusing on secular digital winners, cloud infrastructure, and global e-commerce [1] Significant Buys and Position Increases - Coupang (CPNG): Increased by 2,252,000 shares (+16.58%), remaining Tiger Global's largest disclosed equity bet, reflecting a long-standing relationship and high conviction [2] - Block (SQ): Increased by 478,872 shares (+12.14%), signaling confidence in the company's turnaround story and potential for operating leverage [3] - Amazon (AMZN): Increased by 357,900 shares (+3.35%), treated as a core position and long-term compounder [4] - MongoDB (MDB): New buy with 341,000 shares (100% increase), consistent with Tiger's strategy of identifying scalable software infrastructure leaders early [5] - Corpay (CPAY): Increased by 269,500 shares (+17.95%), viewed as a high-quality fintech compounder [6] - Flutter Entertainment (FLUT): Increased by 204,800 shares (+5.93%), continuing to add to the global online betting giant [7] Strategic Themes - Re-acceleration in Growth Tech: Significant additions like MongoDB, Coupang, Block, and Netflix indicate confidence in a multi-year resurgence of high-growth tech [13] - AI Infrastructure Positioning: Additions of Broadcom and Amazon show strategic alignment with AI's infrastructural backbone [14] - Strong Global Focus: Companies like Coupang, Flutter, and Sea Limited anchor Tiger's global approach to digital consumer platforms [15] New Positions - Netflix (NFLX): Initiated a new stake with 201,900 shares, indicating confidence in Netflix's strengthening fundamentals and global growth potential [11] - Broadcom (AVGO): Increased by 186,400 shares (+6.9%), positioning for sustained AI-driven tailwinds [12]

For in-depth and deep dive research on the casino and gmaing sector, subscribe to The House Edge . New: Free excerpts from our book in progress "The Smartest ever Guide to Gaming Stocks" - free to existing members and new subscribers.Howard Jay Klein has 30 years of experience as an executive and consultant in major casino operations. His background includes: Ballys, Trump Taj Mahal, Mohegan Sun, and Caesars Palace in Las Vegas. He is a value investor first, using management quality to inform his investment ...

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Core Insights - The article expresses skepticism regarding ESPN's late entry into the sports betting market with its BetESPN platform, which only captured a 2.8% market share in its first year [1]. Group 1: Industry Analysis - The casino and gaming sector is experiencing significant changes, with new entrants like ESPN attempting to capture market share in sports betting [1]. - The article highlights the importance of management quality in informing investment decisions within the gaming industry [1]. Group 2: Expert Background - Howard Jay Klein, with 30 years of experience in major casino operations, leads an investing group called The House Edge, focusing on actionable research in the casino, online betting, and entertainment industries [1]. - Klein's extensive intelligence network spans various levels within the US gambling and entertainment sectors, providing valuable insights for investment strategies [1].

Core Viewpoint - SharpLink Gaming, Inc. is set to host a conference call on November 13, 2025, to discuss its financial and operational results for the three and nine months ended September 30, 2025, highlighting its position as a major corporate holder of Ether and advocate for Ethereum adoption [1][4]. Group 1: Conference Call Details - The conference call will take place on November 13, 2025, at 8:30 A.M. Eastern Time, with a toll-free dial-in number provided for participants [2]. - A telephonic replay of the conference call will be available approximately three hours after its conclusion until November 27, 2025, with specific toll-free and international replay numbers [3]. Group 2: Company Overview - SharpLink Gaming, Inc. is headquartered in Minneapolis, Minnesota, and is recognized as one of the largest publicly traded companies adopting Ether as its primary treasury reserve asset, aligning with the future of digital capital [4].

Core Insights - Prediction markets are rapidly growing, with Robinhood reporting $100 million in annualized revenue from this segment, and October's revenue surpassing the entire previous quarter [1][2] Company Strategy - Robinhood CEO Vlad Tenev emphasized the importance of prediction markets for future growth but indicated that the company does not plan to create its own prediction market [2][4] - The company currently partners with Kalshi to provide the underlying exchange for its prediction market offerings, rather than competing directly with startups like Kalshi and Polymarket [3][4] - Robinhood's strategy focuses on leveraging its extensive distribution network, which includes over 26 million U.S. customers, to attract partnerships with prediction market firms [7] Market Dynamics - The growth in prediction markets is largely driven by sports betting, particularly in college football and the NFL, which has recently become more legally accessible [8] - In October, Robinhood reported 2.5 billion prediction market contracts, indicating significant user engagement in this area [8]

Group 1 - Bank of America downgraded DraftKings and Flutter Entertainment due to a combination of declining margins and potential new taxes on betting companies in the U.S. and U.K. [1] - The situation has been described as a "perfect storm" by analysts, indicating multiple headwinds affecting the companies simultaneously [1]. - Wall Street is increasingly engaging in prediction markets, with platforms like Robinhood, Polymarket, and Kalshi gaining traction in event wagering [2]. Group 2 - NYSE's parent company plans to invest $2 billion in Polymarket, indicating a significant interest in the prediction market space [4]. - Cathie Wood has shown fluctuating investment behavior with DraftKings, initially loading up on shares but later unloading them as the NFL season prompted a target raise [4]. - DraftKings and its competitors, including Flutter and Las Vegas Sands, are facing challenges as their stock performance is threatened by results that have caused them to slide from buy zones [4].

Core Viewpoint - DraftKings and Flutter Entertainment stocks have been downgraded by BofA Securities due to profit volatility and tax risks, with price targets lowered significantly [3][6][9]. Company Performance - DraftKings' stock fell 3.7% to $29.44, while Flutter's shares dropped 3.4% to $223.22, both experiencing double-digit declines in 2025 [4][6]. - The investment bank has lowered DraftKings' price target from $48 to $35 and Flutter's from $325 to $250 [3][6]. Market Competition - The rise of prediction markets, such as Kalshi, poses a competitive threat to traditional sports betting platforms like DraftKings and FanDuel [5][10]. - Prediction markets operate under different regulations, which may undermine the business models of established sportsbooks [5][11]. Financial Projections - BofA projects that hold volatility during the football season will reduce DraftKings' EBITDA by $150 million and Flutter's by $100 million per quarter [6][8]. - The firm anticipates ongoing pressure from increasing state gaming taxes in the U.S. and potential higher taxes in the U.K. for Flutter, impacting profit margins [9][10]. Analyst Sentiment - Despite the downgrades, some analysts believe that both companies can recover, with over 85% of analysts rating their stocks as Buy or equivalent [12].

Core Insights - BetWhale is positioning itself as a leading platform in global sports wagering by enhancing its features, particularly focusing on digital currency transactions and user experience [2][3] Group 1: Platform Features - BetWhale is recognized as one of the best crypto betting sites, offering strong cryptocurrency support and a user-friendly wagering platform [3][4] - The platform supports multiple cryptocurrencies including BTC, ETH, LTC, and USDT, ensuring fast and secure payouts [5][12] - BetWhale provides a comprehensive sportsbook and over 4,000 casino games, catering to a wide range of betting preferences [5][26] Group 2: Promotions and Bonuses - New players can benefit from lucrative sign-up offers, including a 125% sports bonus and a casino bonus of 250% up to $2,500 [6][9] - The sports bonus can reach up to $6,000, making it an attractive option for bettors [9][40] Group 3: Payment Options and Processing - BetWhale offers a variety of payment options, including credit/debit cards and various cryptocurrencies, with instant deposits and withdrawals for most methods [10][11] - The platform emphasizes ultra-fast transaction speeds, with most crypto transactions finalizing in minutes, enhancing player convenience [12][13] Group 4: Mobile Experience - The platform is optimized for mobile use, allowing players to manage their accounts and place bets seamlessly from smartphones and tablets [17][21] - BetWhale's mobile interface is designed for rapid navigation and secure transactions, reinforcing its status as a top choice for mobile crypto betting [30][31] Group 5: Security and Support - BetWhale employs advanced SSL encryption to protect user data, ensuring a secure betting environment [32][33] - The platform offers 24/7 customer support through various channels, enhancing the overall user experience [34][35] Group 6: Market Coverage - BetWhale provides extensive coverage of major North American sports leagues, including the NFL, NBA, NHL, MLB, and MLS, appealing to a broad audience [26][29] - The platform also features in-game wagering and a variety of prop bets, catering to diverse betting interests [28][29]