#  @HedgeyeGLL Sean Jenkins Sean Jenkins posts on X about in the, $dkng, $flut, growth the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1504880152282546191/interactions)  - [--] Week [--] -24% - [--] Month [-----] +0.40% - [--] Months [-----] -70% - [--] Year [------] -62% ### Mentions: [--] [#](/creator/twitter::1504880152282546191/posts_active)  - [--] Months [--] +14% - [--] Year [--] -62% ### Followers: [------] [#](/creator/twitter::1504880152282546191/followers)  - [--] Week [-----] +0.21% - [--] Month [-----] +0.86% - [--] Months [-----] +7% - [--] Year [-----] +15% ### CreatorRank: undefined [#](/creator/twitter::1504880152282546191/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [musicians](/list/musicians) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) **Social topic influence** [in the](/topic/in-the), [$dkng](/topic/$dkng) #542, [$flut](/topic/$flut) #39, [growth](/topic/growth), [$mgm](/topic/$mgm) #15, [$rcl](/topic/$rcl), [$mar](/topic/$mar), [stocks](/topic/stocks), [travel](/topic/travel), [data](/topic/data) **Top accounts mentioned or mentioned by** [@hedgeyesnakeye](/creator/undefined) [@keithmccullough](/creator/undefined) [@hedgeye](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@howegeneration](/creator/undefined) [@hedgeyedj](/creator/undefined) [@hedgeyechina](/creator/undefined) [@radnorcapital](/creator/undefined) [@hedgeyecom](/creator/undefined) [@hedgeyeretail](/creator/undefined) [@hedgeyerjm](/creator/undefined) [@howardwpenney](/creator/undefined) [@hedgeyedc](/creator/undefined) [@hedgeyeindstrls](/creator/undefined) [@blackmrphophet](/creator/undefined) [@mikejay49](/creator/undefined) [@miketaylor1972](/creator/undefined) [@wallstcynic](/creator/undefined) [@dbclouds99](/creator/undefined) [@streetinsider](/creator/undefined) **Top assets mentioned** [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Flutter Entertainment plc (FLUT)](/topic/$flut) [MGM Resorts International (MGM)](/topic/$mgm) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Marriott International Inc (MAR)](/topic/$mar) [Carnival Corp (CCL)](/topic/$ccl) [Expedia Group Inc (EXPE)](/topic/$expe) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Norwegian Cruise Line Holdings, Ltd. (NCLH)](/topic/$nclh) [PENN Entertainment Inc (PENN)](/topic/$penn) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Host Hotels and Resorts Inc (HST)](/topic/$hst) [Ryman Hospitality Properties, Inc (RHP)](/topic/$rhp) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Apple, Inc. (AAPL)](/topic/$aapl) [Spotify Technology (SPOT)](/topic/$spot) [DisChain (DIS)](/topic/$dis) [Amer Sports, Inc. (AS)](/topic/$as) [Now Coin (NOW)](/topic/$now) [Viking Holdings Ltd (VIK)](/topic/$vik) [Choice Hotels Intnl. (CHH)](/topic/$chh) [Wyndham Hotels & Resorts, Inc. Common Stock (WH)](/topic/$wh) ### Top Social Posts Top posts by engagements in the last [--] hours "* Carnival Cruise Line reports one-week period of March 28-3-Apr was busiest booking week in the company's history $CCL $RCL $NCLH" [X Link](https://x.com/anyuser/status/1511090667325374472) 2022-04-04T21:17Z [----] followers, [--] engagements "GLL Pro subs -- check those inboxes. Some key idea and ticker bias changes in the weekend roundup note. + some bonus content related to our $MGM & LV Strip deck from last wk" [X Link](https://x.com/anyuser/status/1615009127964577792) 2023-01-16T15:32Z [----] followers, [----] engagements "Hat tip to $MAR for running a solid call. Plenty of non-answers but they had a good day. With RevPAR momentum and non-RevPAR fees (credit card fees mostly) still growing solidly the real issues we see in NUG are masked for now but that will change in 2H and '24" [X Link](https://x.com/anyuser/status/1653399694222008323) 2023-05-02T14:03Z [----] followers, 11.8K engagements "Some of our thoughts from our AM direct note. LV has A LOT of potential beyond the big Stanley Cup win last night. More to come. $MGM $WYNN $CZR "Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this Stanley Cup win is merely a part of whats to come. Its not just a singular "Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this" [X Link](https://x.com/anyuser/status/1669009408859283457) 2023-06-14T15:50Z [----] followers, [----] engagements "A LOT to consider on this. and we will do just that. Tune in for The Call tmrw to get our more in depth thoughts. No dog in the $PENN race as of today but we've been very active on other names potentially implicated here. $PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye @HedgeyeGLL Here are the details 👇 Exclusive Right to the #1 U.S. Sports Brand: PENN has secured the exclusive right to the ESPN Bet trademark for OSB in the U.S. for $PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye" [X Link](https://x.com/anyuser/status/1689024753191833600) 2023-08-08T21:24Z [----] followers, 14.1K engagements "Forgot to share this last week while I was en route to my vaca. Spotted a Celeb ship $RCL at an undisclosed location (in the Balkans)" [X Link](https://x.com/anyuser/status/1702057199424422035) 2023-09-13T20:30Z [----] followers, [---] engagements "Another big week @Hedgeye . Busy time for the GLL squad as well. Starts with our Cruise Industry deck tmrw. Critical time to offer up our perspective before earnings szn. $RCL $CCL $NCLH Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season Update $CLL $NCLH $RCL 1/24: @HedgeyeRetail Amer Sports (AS) Pre-IPO Review 1/25: @HedgeyeDC Policy & Politics 1/25: @HoweGeneration All About the https://t.co/VHMTikW0G6 Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season" [X Link](https://x.com/anyuser/status/1749532933390512531) 2024-01-22T20:42Z [----] followers, [----] engagements "@DBclouds99 @Street_Insider @HedgeyeRJM @KeithMcCullough Ok so I guess we'll ignore the other names discussed or the history my team and I have with $EXPE. All good since this is twitter. Sorry you thought the free show was a waste. I'll see if I can get you a refund" [X Link](https://x.com/anyuser/status/1755725237080010992) 2024-02-08T22:48Z [----] followers, 16.5K engagements "@Dynamicbrands Questionable and obv surprising timing for a CEO transition" [X Link](https://x.com/HedgeyeGLL/status/1755726224276492464) 2024-02-08T22:52Z [----] followers, [---] engagements "@ICstruct @Dynamicbrands Yeah usually. they'll def be buying. I walked through my thinking on the call this AM. Our note and follow ups have more detail but the call comments cover the key points. Still a lot to like here but this one is going to need some time and space imo" [X Link](https://x.com/HedgeyeGLL/status/1756038350715097089) 2024-02-09T19:32Z [----] followers, [--] engagements "@mchambo72 @KeithMcCullough @HedgeyeDJ We'll try and carve out some time to discuss cruisers tmrw on The Call. $CCL $RCL" [X Link](https://x.com/anyuser/status/1760126807452324173) 2024-02-21T02:18Z [----] followers, [----] engagements "@mchambo72 @KeithMcCullough @HedgeyeDJ Happy to do it. We're staying on top of the fundamentals and KM has the quant overlay" [X Link](https://x.com/HedgeyeGLL/status/1760346279719149767) 2024-02-21T16:50Z [----] followers, [--] engagements "$DKNG $FLUT $MGM $PENN We Remain Bullish Online Gambling (Despite Negative Headlines) Online gaming stocks got hit with a triple whammy of negative headlines yesterday: ❌NCAA pushing for an all-out ban on player prop bets. ❌Senator Blumenthal pushing for operators to not target problem gamblers (we https://t.co/VBvR6Htoj0 We Remain Bullish Online Gambling (Despite Negative Headlines) Online gaming stocks got hit with a triple whammy of negative headlines yesterday: ❌NCAA pushing for an all-out ban on player prop bets. ❌Senator Blumenthal pushing for operators to not target problem gamblers" [X Link](https://x.com/HedgeyeGLL/status/1773440536449257967) 2024-03-28T20:02Z [----] followers, [---] engagements "On The Call just now: We walked through the sensitivities and math around fuel price moves vs core operations upside for the cruise stocks. @KeithMcCullough then following up with the risk mgmt. overlay. $RCL $CCL $NCLH" [X Link](https://x.com/HedgeyeGLL/status/1775494314925211883) 2024-04-03T12:03Z [----] followers, [----] engagements "$VIK trading nicely above the high end of the range. as we expected. Would be more interested in $RCL at these levels though. Cheap w/ ample catalysts" [X Link](https://x.com/HedgeyeGLL/status/1786400378294038839) 2024-05-03T14:20Z [----] followers, [---] engagements "@SalesQBWilson1 @Hedgeye @KeithMcCullough Little bit of unique situation with Maui and has been ongoing for a while. Just a disaster of a housing crisis and last years tragedy didn't help. For $ABNB data would suggests these small bans aren't having a huge impact. Supply adds are UP nicely YoY" [X Link](https://x.com/HedgeyeGLL/status/1789633884373598485) 2024-05-12T12:29Z [----] followers, 16.2K engagements "@RadnorCapital Really interesting post w/ good context on the setup from here. Haven't done enough real work on either $SRAD or $GENI but might be a good time to revisit. Thanks for sharing" [X Link](https://x.com/HedgeyeGLL/status/1790889213376024641) 2024-05-15T23:37Z [----] followers, [---] engagements "Good to see cruisers bouncing back after yesterday's mini freakout following $VIK earnings. We like the space. but our top horse continues to be $RCL" [X Link](https://x.com/HedgeyeGLL/status/1796234799721361697) 2024-05-30T17:38Z [----] followers, [---] engagements "@JC_Sampognaro @HedgeyeComm @SphereVegas Lots of great golf and hiking in the surrounding area great food around the Strip and off the Strip. Plenty to do. They prefer you drink and gamble but not required to have good time out there" [X Link](https://x.com/HedgeyeGLL/status/1807445568844644380) 2024-06-30T16:06Z [----] followers, [---] engagements "@LarpDefender @JoshyBeSloshy @HedgeyeREITs lmao. I am not sure what is going on here" [X Link](https://x.com/HedgeyeGLL/status/1819391715611980009) 2024-08-02T15:16Z [----] followers, [---] engagements "@Dynamicbrands The GOAT of GLL. Followed by $BKNG" [X Link](https://x.com/HedgeyeGLL/status/1821190012899389527) 2024-08-07T14:21Z [----] followers, [---] engagements "@dsaleminvestor @Hedgeye @KeithMcCullough @HedgeyeDJ Always construction based jobs for me. Fencing misc. GC work but my longest tenured summer job was building above-ground swimming pools (yep). [--] days a week in summer. All cash comp baby. $$$" [X Link](https://x.com/HedgeyeGLL/status/1821546802723557857) 2024-08-08T13:59Z [----] followers, [---] engagements "@KeithMcCullough The latest weekly Hotel Data = #Quad4" [X Link](https://x.com/HedgeyeGLL/status/1826297724897267862) 2024-08-21T16:38Z [----] followers, 10.6K engagements "Packed event slate for us @Hedgeye this week. GLL team is hopping in the studio tmrw and then hitting the road over the next few weeks meeting with customers and prospects. NYC CT CHI SF LA and more on the schedule. #BusySzn 📅UPDATED: Upcoming Events @Hedgeye 9/16: $OSK Long Black Book hosted by @HedgeyeIndstrls 9/17: Long $DKNG + $FLUT Black Book hosted by @HedgeyeGLL 9/18: Restaurant Industry Trends Update hosted by @HowardWPenney 9/18: Spanning the Globe w/ Col. Jeff McCausland hosted by https://t.co/UoUotzDeQB 📅UPDATED: Upcoming Events @Hedgeye 9/16: $OSK Long Black Book hosted by" [X Link](https://x.com/HedgeyeGLL/status/1835709841714639289) 2024-09-16T15:58Z [----] followers, 12.5K engagements "There haven't been many buying opportunities in $FLUT since earnings. This is one of them in our view. We're LIVE. Jenks @HedgeyeGLL with a big "buy it on the open" pick to start the week We're LIVE. Jenks @HedgeyeGLL with a big "buy it on the open" pick to start the week" [X Link](https://x.com/HedgeyeGLL/status/1845828569785634851) 2024-10-14T14:06Z [----] followers, [----] engagements "Watching this one. $FLUT $DKNG $MGM $CZR $RSI Ohio Online Casino Bill Could Have First Hearing in November https://www.actionnetwork.com/news/ohio-online-casino-bill-could-have-first-hearing-in-november https://www.actionnetwork.com/news/ohio-online-casino-bill-could-have-first-hearing-in-november" [X Link](https://x.com/HedgeyeGLL/status/1848695467116270072) 2024-10-22T11:58Z [----] followers, [---] engagements "@_Chuck_Hunter Been a good one. I'd prefer $FLUT and $DKNG from here for the NTM but $RSI has been such a horse. Big beneficiary of iCasino growth. For a variety of reasons people are overly focused on OSB and sports outcomes. Meanwhile iCasino off the charts and PROFITABLE" [X Link](https://x.com/HedgeyeGLL/status/1851742104445223128) 2024-10-30T21:44Z [----] followers, [---] engagements "@_Chuck_Hunter Lot of earnings tonight but I will address $RSI tmrw given we now have some more readthroughs to DK and FD. Will also address that question so more people can hear my thoughts" [X Link](https://x.com/HedgeyeGLL/status/1851755774646669419) 2024-10-30T22:39Z [----] followers, [---] engagements "$PLNT . 👀👀👀 . @HedgeyeRetail @HedgeyeRetailJM @HedgeyeRetailRW" [X Link](https://x.com/HedgeyeGLL/status/1854534218535108942) 2024-11-07T14:39Z [----] followers, [---] engagements "Was awesome to work on this one with the team. Paying off today but long term story remains very attractive. $PLNT Best Idea Long Planet Fitness $PLNT out with a very strong quarter and new ATH w/ stock +15%. Beat across the board acceleration in comps and margins raised guide and new $500M buyback authorization. Now we get to see the positive impact from taking up Classic Membership price https://t.co/qLdXUHHRH0 Best Idea Long Planet Fitness $PLNT out with a very strong quarter and new ATH w/ stock +15%. Beat across the board acceleration in comps and margins raised guide and new $500M" [X Link](https://x.com/HedgeyeGLL/status/1854539515047661809) 2024-11-07T15:00Z [----] followers, [---] engagements "@RadnorCapital @akhenosiris Not seeing much change on my end. the positive is that the market is growing faster so stable share (which i see) = better overall top line and EBITDA potential. BUT not much lift in mkt share. BetMGM still the #3 operator and likely to stay that way" [X Link](https://x.com/HedgeyeGLL/status/1864462990503780495) 2024-12-05T00:13Z [----] followers, [---] engagements "@Blackmrphophet @MikeJay49 @RadnorCapital I hear ya. $FLUT has been a top pick of ours and only recently shifted $DKNG back above but remain BULLISH on the leaders. BTW this is the opportunity for $DKNG. Close the gap w/ the best. Progress in bball TD parlays etc all likely to help" [X Link](https://x.com/HedgeyeGLL/status/1870118495091884335) 2024-12-20T14:46Z [----] followers, [---] engagements "@Blackmrphophet @MikeJay49 @RadnorCapital @FanDuel I thought we were talking about their OSB hold rates (GGR / Handle) and closing the gap w/ $FLUT" [X Link](https://x.com/HedgeyeGLL/status/1870133148115255515) 2024-12-20T15:44Z [----] followers, [---] engagements "1) I am not a $DKNG investor. I cannot and am not involved in any stocks i write research on 2) Using 1mth of data is not really part of my process 3) Did you miss the part where I said $FLUT was also a top idea of mine Probably one of our better calls in a while 4) they're just tickers to me" [X Link](https://x.com/HedgeyeGLL/status/1870147029323718889) 2024-12-20T16:39Z [----] followers, [---] engagements "@Blackmrphophet @MikeJay49 @RadnorCapital @FanDuel So why not include SEP and NOV or other months $RSI might as well be a different business. A good business but one with decidedly less TAM to build into" [X Link](https://x.com/HedgeyeGLL/status/1870150204202140123) 2024-12-20T16:52Z [----] followers, [---] engagements "@Blackmrphophet @MikeJay49 @RadnorCapital @FanDuel I never disagreed with you on $FLUT's position as the leader. Just wanted you to show some more data to balance the argument a bit here - thanks for that. I also feel like we're now talking in circles and we probably have better things to do ahead of the wknd" [X Link](https://x.com/HedgeyeGLL/status/1870156948651315504) 2024-12-20T17:18Z [----] followers, [--] engagements "@JustMike_DE @HedgeyeHC Thanks for flagging. Not really a pure play US gaming etf though. has some random stuff in it. Is going to $TXRH such a vice Maybe in some circles lol" [X Link](https://x.com/HedgeyeGLL/status/1872633791317180865) 2024-12-27T13:21Z [----] followers, [---] engagements "@brooklynboy436 Narrow list of betting and not a frequently bet product. Would be a HUGE deal if it was a push to ban like passing / rushing yards TDs etc. But sounds like that's not part of the discussion. $DKNG $FLUT etc. will be fine" [X Link](https://x.com/HedgeyeGLL/status/1874632805063573855) 2025-01-02T01:44Z [----] followers, [---] engagements "@zman14 I like me some anecdotes. thanks. Hopefully just a Monday night thing and not related to recent events" [X Link](https://x.com/HedgeyeGLL/status/1878971155266351422) 2025-01-14T01:03Z [----] followers, [--] engagements "Solid event for the bookies. $DKNG $FLUT $MGM $CZR $BYD $PENN $RSI The @NevadaGCB released figures today showing that $151.6 Million was wagered in Nevada's [---] Sports Books on this year's Super Bowl. https://t.co/VJkMfedzSO The @NevadaGCB released figures today showing that $151.6 Million was wagered in Nevada's [---] Sports Books on this year's Super Bowl. https://t.co/VJkMfedzSO" [X Link](https://x.com/HedgeyeGLL/status/1889411711788261658) 2025-02-11T20:30Z [----] followers, [----] engagements "@HedgeyeDJ @KeithMcCullough . solid PP eh bud McDavid concerns to MacKinnon is some video game type stuff 🎮 https://t.co/KqQ09yqxid McDavid concerns to MacKinnon is some video game type stuff 🎮 https://t.co/KqQ09yqxid" [X Link](https://x.com/HedgeyeGLL/status/1889852417535254746) 2025-02-13T01:41Z [----] followers, [---] engagements "I am convinced that $MAR gave up on its website years ago and only cares about the app (which is also inferior). #WorstWebsiteInTheLeague" [X Link](https://x.com/HedgeyeGLL/status/1892294666051104886) 2025-02-19T19:26Z [----] followers, [---] engagements "IF true a win-win for $FLUT and $BYD . $FLUT getting ahead of what could have been an even higher price tag come '28 Seems like it. Exclusive: Flutter Entertainment the group behind Paddy Power and Betfair is in advanced talks to buy a further 5pc stake in FanDuel the US-based sports betting company from Boyd Gaming in a deal expected to be worth close to $2bn. An agreement could be announced this week. Exclusive: Flutter Entertainment the group behind Paddy Power and Betfair is in advanced talks to buy a further 5pc stake in FanDuel the US-based sports betting company from Boyd Gaming in a" [X Link](https://x.com/HedgeyeGLL/status/1943383474695483530) 2025-07-10T18:55Z [----] followers, 10.2K engagements "@JDMMIG If there's China macro support i think $WYNN $LVS and $MLCO would work. $MLCO likely a share gainer right now. Lot of torque in that one" [X Link](https://x.com/HedgeyeGLL/status/1946197715613778340) 2025-07-18T13:17Z [----] followers, [--] engagements "$CCL our preferred but we do like $RCL as noted and reiterated this AM. Even $NCLH (the YTD laggard) proving our view that Cruise Travel & Leisure category for yet another year. Jenks @HedgeyeGLL reiterating the $RCL Buy Signal this morning McGough @HedgeyeRetail pitching a management team that hates on him lol Jenks @HedgeyeGLL reiterating the $RCL Buy Signal this morning McGough @HedgeyeRetail pitching a management team that hates on him lol" [X Link](https://x.com/HedgeyeGLL/status/1950920684823072971) 2025-07-31T14:05Z [----] followers, [---] engagements "Not many think of $BYD as a hot stock pick. but we have and we still do. Jenks @HedgeyeGLL leads off with a super hot stock pick that keeps working $BYD Jenks @HedgeyeGLL leads off with a super hot stock pick that keeps working $BYD" [X Link](https://x.com/HedgeyeGLL/status/1953070888514969760) 2025-08-06T12:29Z [----] followers, [----] engagements "@KeithMcCullough Deep Dive Fundamental Research + KM Signal Strength & Macro Overlay = Sweet Spot for stock ideas" [X Link](https://x.com/anyuser/status/1762628749604815322) 2024-02-28T00:00Z [----] followers, [---] engagements "@KeithMcCullough @DKSportsbook Major push from $DKNG and $FLUT to increase #velocity of play. Long term very good business for them and fun for us :)" [X Link](https://x.com/HedgeyeGLL/status/1834559143895519400) 2024-09-13T11:45Z [----] followers, [---] engagements "@Maksim_P_M @Hedgeye Overlaps with $FLUT Investor Day and travel this week. We should be back next wk w/ a follow up on $CCL and other items" [X Link](https://x.com/HedgeyeGLL/status/1838369139099943410) 2024-09-24T00:05Z [----] followers, [---] engagements "Important development. Monitoring this closely. $DKNG $FLUT $MGM $CZR $PENN $BYD Exclusive: Gov. Greg Abbott says he supports Texas legalizing sports gambling via @houstonchron https://www.houstonchronicle.com/politics/texas/article/sports-betting-greg-abbott-20146551.phputm_campaign=CMS%20Sharing%20Tools%20(Premium)&utm_source=t.co&utm_medium=referral https://www.houstonchronicle.com/politics/texas/article/sports-betting-greg-abbott-20146551.phputm_campaign=CMS%20Sharing%20Tools%20(Premium)&utm_source=t.co&utm_medium=referral" [X Link](https://x.com/HedgeyeGLL/status/1886933538336845946) 2025-02-05T00:23Z [----] followers, [----] engagements "After a tough NFL season for the books Super Bowl delivered big time. $FLUT off the charts. $DKNG not too bad either NYS wagering figures for #SuperBowlLIX https://t.co/UO9Wq439IO NYS wagering figures for #SuperBowlLIX https://t.co/UO9Wq439IO" [X Link](https://x.com/HedgeyeGLL/status/1890087187443769541) 2025-02-13T17:14Z [----] followers, [----] engagements "IT was true. $1.755Bn deal. $BYD gets the cash + long term commit. $FLUT removes a small overhang and secures immediate mkt access savings. Creates value for both sides. Update your models friends :). IF true a win-win for $FLUT and $BYD . $FLUT getting ahead of what could have been an even higher price tag come '28 Seems like it. IF true a win-win for $FLUT and $BYD . $FLUT getting ahead of what could have been an even higher price tag come '28 Seems like it" [X Link](https://x.com/HedgeyeGLL/status/1943418908406583362) 2025-07-10T21:15Z [----] followers, [----] engagements "@ZodiacCapital33 @KeithMcCullough @YouTube You mean a balanced diet of Cheerios is not traditional lol. Always fun on our AM call" [X Link](https://x.com/HedgeyeGLL/status/1973725374308815104) 2025-10-02T12:22Z [----] followers, [--] engagements "Miley Cyrus used to (still does) sing about the Party in the USA. After soft year across many lodging markets (incl. LV) we're looking for where the Party is headed in '26. Tune in Fri $MGM $WYNN $CZR $HST $PK $PEB and more https://x.com/Hedgeye/status/1975606490041098486 https://x.com/Hedgeye/status/1975606490041098486" [X Link](https://x.com/HedgeyeGLL/status/1975608079866843604) 2025-10-07T17:04Z [----] followers, [---] engagements "@HEDigitalAssets @HedgeyeFins @HedgeyeChips Poly and much more imo. Will be significant integration potential with $DKNG $FLUT et al down the line" [X Link](https://x.com/HedgeyeGLL/status/1979246118610288715) 2025-10-17T18:00Z [----] followers, [---] engagements "@OSA_Rochester @jasonfromDTX You got it. we'll hit on the big stuff from this week. MLB has implications too" [X Link](https://x.com/HedgeyeGLL/status/1985327298417991848) 2025-11-03T12:44Z [----] followers, [--] engagements "@WBPetersen Sorta like $GENI I guess Thanks for passing along sir" [X Link](https://x.com/HedgeyeGLL/status/2004561732782711165) 2025-12-26T14:35Z [----] followers, [--] engagements "@StockJabber Is it Can kalshi bonus up VIPs and bettors the same way a book can Sorry "traders". Last I checked they have a lot less flexibility to do so. Free hoodies aren't going to move the needle" [X Link](https://x.com/HedgeyeGLL/status/2008645654428725635) 2026-01-06T21:03Z [----] followers, [---] engagements "They want both promos & price and Kalshi can't compete on one (promos) and hasn't effectively competed on the other (price when factoring in the fees). Casual bettors also want product depth and Kalshi et al haven't really competed there either (parlays remain 5% of cash handle). https://twitter.com/i/web/status/2008692653320253812 https://twitter.com/i/web/status/2008692653320253812" [X Link](https://x.com/HedgeyeGLL/status/2008692653320253812) 2026-01-07T00:10Z [----] followers, [--] engagements "@AltayCapital @StockJabber There's always competition (regular bookies offshore sites e.g. stake). Also where's the impact DK's handle revs and parlay penetration accelerating in Q4. They and FLUT are in the fight on PMs and evolving on core OSB product daily/wkly/mthly" [X Link](https://x.com/HedgeyeGLL/status/2008698297440149729) 2026-01-07T00:32Z [----] followers, [--] engagements "If DKNG and FLUT were sitting on their hands and watching this user acquisition opp pass them by then i may agree with u but they're in the mix and will invest incrementally while the core product continues to grow. it's all a means to get users into the product they clearly have a preference for (traditional OSB) and yes im sure PMs will evolve but so will the OSB industry and they have massive head start with proper branding distribution and a lot of cross sell experience. UK/Europe margins are much higher than the US and that's despite all the waves of competition. Problem over there is" [X Link](https://x.com/HedgeyeGLL/status/2008712446077198738) 2026-01-07T01:29Z [----] followers, [--] engagements "Let's annualize "volumes" at the literal peak of sports betting szn LOL. We've crossed $100B in annualized volume Next stop: $1T https://t.co/4CH3FUapKr We've crossed $100B in annualized volume Next stop: $1T https://t.co/4CH3FUapKr" [X Link](https://x.com/HedgeyeGLL/status/2008894298750955548) 2026-01-07T13:31Z [----] followers, [----] engagements "@PJM5405 Nice Should be some other good ideas for '26. Including $VIK which has a lot more to go" [X Link](https://x.com/HedgeyeGLL/status/1999541453257662818) 2025-12-12T18:06Z [----] followers, [--] engagements "Alfonso does exceptional work. We agree with the assessment for DEC / Q4. Consensus needs to start bringing up numbers. Plenty of '26 guidance jitters these last few days impacting the stocks but we continue to like the setup. $DKNG $FLUT $MGM $CZR Well I've got December in the books based on channel checks and some offshore datapoints. sounds/looks like it was a strong month to close out the quarter. My 4Q25 gross hold estimate is 10.7%. below are proprietary monthly and quarterly historical forecasts vs actuals. If https://t.co/NDCavuVAAp Well I've got December in the books based on channel" [X Link](https://x.com/HedgeyeGLL/status/2009274447954338182) 2026-01-08T14:42Z [----] followers, [---] engagements "This is a development worth watching. Other states looking to leverage the MA case. Keep eye on this. $DKNG $FLUT $MGM $CZR JUST IN: Massachusetts ruling against Kalshi has been filed in the Third Circuit appeal as supplemental authority in support of New Jersey's quest to vacate the preliminary injunction entered against it. https://t.co/5GqAd1EUXA JUST IN: Massachusetts ruling against Kalshi has been filed in the Third Circuit appeal as supplemental authority in support of New Jersey's quest to vacate the preliminary injunction entered against it. https://t.co/5GqAd1EUXA" [X Link](https://x.com/HedgeyeGLL/status/2014398644087042475) 2026-01-22T18:03Z [----] followers, [----] engagements "@ShakeShamrock1 Always dead zone after Super Bowl but convention biz is rocking to start the year. leisure's return is more of a Q2 thing. Positive 2nd derivative already well in motion for the mkt" [X Link](https://x.com/HedgeyeGLL/status/2021558272743080160) 2026-02-11T12:13Z [----] followers, [--] engagements "Always fun always high energy always coaching and forever my mentor and great friend. Thank you Todd for everything. May God bless Todd and his entire family ❤" [X Link](https://x.com/anyuser/status/1736805434223472902) 2023-12-18T17:47Z [----] followers, 36K engagements "Tragic News About Todd Jordan My Friend & Mentor In Memoriam: Honoring the Life and Legacy of Todd Jordan It is with unspeakable sadness and the heaviest of hearts that we share the devastating news of Todd Jordan's sudden and unexpected passing. We are shattered and shaken by this loss. Todd was a dear friend to all of us at https://t.co/Bef83Gadtr In Memoriam: Honoring the Life and Legacy of Todd Jordan It is with unspeakable sadness and the heaviest of hearts that we share the devastating news of Todd Jordan's sudden and unexpected passing. We are shattered and shaken by this loss. Todd" [X Link](https://x.com/anyuser/status/1736737756511109381) 2023-12-18T13:18Z [----] followers, 12K engagements "In Memoriam: Honoring the Life and Legacy of Todd Jordan It is with unspeakable sadness and the heaviest of hearts that we share the devastating news of Todd Jordan's sudden and unexpected passing. We are shattered and shaken by this loss. Todd was a dear friend to all of us at Hedgeye and an esteemed colleague. The pain is immeasurable and our hearts ache with grief. We are still in shock and struggling to come to terms with the reality of his absence. As a cornerstone of our firm since its inception Todd was not only an exceptional analyst but also a pivotal force as the head of our Gaming" [X Link](https://x.com/anyuser/status/1736736503621894181) 2023-12-18T13:13Z 225.8K followers, 130.1K engagements "Per usual Jonesy with great words. Reflecting on the amazing person that is Todd Jordan. Thanks @HedgeyeDJ It's been a sad week for the Hedgeye family. I had the pleasure of having the office next to Todd for more than a decade. I learned a lot from him over the years which is hard to put into a tweet but: [--]. It isn't a martini if it doesn't have gin. [--]. The house always wins (he https://t.co/kDgUQzVLfb It's been a sad week for the Hedgeye family. I had the pleasure of having the office next to Todd for more than a decade. I learned a lot from him over the years which is hard to put into a" [X Link](https://x.com/anyuser/status/1737172397542027438) 2023-12-19T18:05Z [----] followers, [----] engagements "It's been a sad week for the Hedgeye family. I had the pleasure of having the office next to Todd for more than a decade. I learned a lot from him over the years which is hard to put into a tweet but: [--]. It isn't a martini if it doesn't have gin. [--]. The house always wins (he was a gaming guru afterall). Since meeting Todd my bets in any casino were always limited . . . unless he was at the table. [--]. Attention to detail matters. He was an excellent analyst for many reasons but a big one was his focus on the detail of what he wrote modelled and valued. [--]. Family first. My becoming a parent was" [X Link](https://x.com/anyuser/status/1737126840173510741) 2023-12-19T15:04Z 35.1K followers, 42.2K engagements "* Carnival Cruise Line reports one-week period of March 28-3-Apr was busiest booking week in the company's history $CCL $RCL $NCLH" [X Link](https://x.com/anyuser/status/1511090667325374472) 2022-04-04T21:17Z [----] followers, [--] engagements "Figured I'd see what this twitter thing is all about. Look forward to talking GLL stocks markets and whatever else you all do here. Help get the word out. I am now #Live on the twitters Cc: @HedgeyeSnakeye @HedgeyeComm @Hedgeye @KeithMcCullough @HedgeyeChina" [X Link](https://x.com/anyuser/status/1509880660948881414) 2022-04-01T13:09Z [----] followers, [--] engagements "KM with some key points on Gold. My gold position has been good to me over the LTM. sounds like it could get even better. @KeithMcCullough This Signal Is (Very) Bullish For Gold Hedgeye CEO @KeithMcCullough remains bullish on Gold and highlights three bullish signals for the precious metal. 🎯 Watch the full clip: https://t.co/BWcigWpHWj https://t.co/jGX7TjNhk8 This Signal Is (Very) Bullish For Gold Hedgeye CEO @KeithMcCullough remains bullish on Gold and highlights three bullish signals for the precious metal. 🎯 Watch the full clip: https://t.co/BWcigWpHWj https://t.co/jGX7TjNhk8" [X Link](https://x.com/anyuser/status/1669443494753222657) 2023-06-15T20:35Z [----] followers, 21K engagements "This Signal Is (Very) Bullish For Gold Hedgeye CEO @KeithMcCullough remains bullish on Gold and highlights three bullish signals for the precious metal. 🎯 Watch the full clip: https://app.hedgeye.com/insights/135105-the-macro-showtype=macro%2Chedgeye-tv https://app.hedgeye.com/insights/135105-the-macro-showtype=macro%2Chedgeye-tv" [X Link](https://x.com/anyuser/status/1669432346091610116) 2023-06-15T19:51Z 225.8K followers, 91.4K engagements "$CHH has an organic growth problem.so they bought Radisson which is proving growth dilutive.and now as competitive pressures intensify and they lap the Radisson deal.they look to buy more growth. @HedgeyeSnakeye and I remain bearish on $CHH. More to come on this. SCOOP: Choice Hotels is seeking to buy Wyndham Hotels & Resorts in deal that would create one of the biggest budget hotel owners in the country. $CHH $WH https://t.co/D0VlWOf3Wp SCOOP: Choice Hotels is seeking to buy Wyndham Hotels & Resorts in deal that would create one of the biggest budget hotel owners in the country. $CHH $WH" [X Link](https://x.com/anyuser/status/1661092673699102722) 2023-05-23T19:32Z [----] followers, 24.8K engagements "SCOOP: Choice Hotels is seeking to buy Wyndham Hotels & Resorts in deal that would create one of the biggest budget hotel owners in the country. $CHH $WH https://www.wsj.com/articles/choice-hotels-seeks-to-buy-wyndham-hotels-resorts-92019f6b https://www.wsj.com/articles/choice-hotels-seeks-to-buy-wyndham-hotels-resorts-92019f6b" [X Link](https://x.com/anyuser/status/1661069781783461895) 2023-05-23T18:01Z 28.9K followers, 32.8K engagements "Big deal here. Not just for restaurants but for other discretionary buckets too. Don't believe this is "baked in the numbers" either. "When millennials and Gen Z have to start paying student loans again $SHAK $SG and $CMG will feel that headwind." @HowardWPenney "I almost didn't even believe how much of a contribution that was to consumption growth." @KeithMcCullough Join The Call: https://t.co/xEnprXbFFr https://t.co/h4HcmfRo61 "When millennials and Gen Z have to start paying student loans again $SHAK $SG and $CMG will feel that headwind." @HowardWPenney "I almost didn't even believe how" [X Link](https://x.com/anyuser/status/1659170792494571520) 2023-05-18T12:15Z [----] followers, 13.2K engagements ""When millennials and Gen Z have to start paying student loans again $SHAK $SG and $CMG will feel that headwind." @HowardWPenney "I almost didn't even believe how much of a contribution that was to consumption growth." @KeithMcCullough Join The Call: https://info.hedgeye.com/TCNY https://info.hedgeye.com/TCNY" [X Link](https://x.com/anyuser/status/1659169041930395648) 2023-05-18T12:08Z 13.9K followers, 31.9K engagements "Following up on this week's morning call commentary. Business travel recovery expectations ratcheting back. Note the downshift over the last 2yrs -- no bueno. @HedgeyeSnakeye @Hedgeye @KeithMcCullough" [X Link](https://x.com/anyuser/status/1646602036006342672) 2023-04-13T19:51Z [----] followers, 24.9K engagements "Not a great look here for ESPN Bet - avoiding a standard industry practice. Cc: @HedgeyeSnakeye ESPN BET under fire for not honoring pushes with worst house rule ever https://t.co/bA1QspkW7j https://t.co/ah9K8BTcwA ESPN BET under fire for not honoring pushes with worst house rule ever https://t.co/bA1QspkW7j https://t.co/ah9K8BTcwA" [X Link](https://x.com/anyuser/status/1729834974180716621) 2023-11-29T12:09Z [----] followers, 13.3K engagements "ESPN BET under fire for not honoring pushes with worst house rule ever https://trib.al/zD0hZaD https://trib.al/zD0hZaD" [X Link](https://x.com/anyuser/status/1729764899742466247) 2023-11-29T07:31Z 3.6M followers, 75.2K engagements "Just coming up for air after an extremely busy two weeks of deep dive work on the OTA / Leisure travel space. Interesting times for what seems to be the most controversial space in our coverage -- lots of opportunity out there $EXPE $BKNG $ABNB" [X Link](https://x.com/anyuser/status/1532746533480714241) 2022-06-03T15:30Z [----] followers, [--] engagements "A LOT to consider on this. and we will do just that. Tune in for The Call tmrw to get our more in depth thoughts. No dog in the $PENN race as of today but we've been very active on other names potentially implicated here. $PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye @HedgeyeGLL Here are the details 👇 Exclusive Right to the #1 U.S. Sports Brand: PENN has secured the exclusive right to the ESPN Bet trademark for OSB in the U.S. for $PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye" [X Link](https://x.com/anyuser/status/1689024753191833600) 2023-08-08T21:24Z [----] followers, 14.1K engagements "$PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye @HedgeyeGLL Here are the details 👇 Exclusive Right to the #1 U.S. Sports Brand: PENN has secured the exclusive right to the ESPN Bet trademark for OSB in the U.S. for an initial 10-year term which may be extended for an additional [--] years upon mutual agreement Launch of ESPN Bet: The online Barstool Sportsbook will be rebranded ESPN Bet in the Fall of 2023; theScore Bet will continue to operate in Canada Deep Integration: ESPN Bet operated by PENN Interactive will benefit from exclusive" [X Link](https://x.com/anyuser/status/1689021259261120513) 2023-08-08T21:10Z 35.7K followers, 40.9K engagements "We're almost through Phase [--] of the earnings szn gauntlet. Lot of pin action across the GLL space with some key names of ours reporting this week - $TRIP $MAR $HST and $DKNG @HedgeyeSnakeye @Hedgeye" [X Link](https://x.com/anyuser/status/1626599328398692352) 2023-02-17T15:07Z [----] followers, 11K engagements "People are ready to roll. I don't blame. Need cross border restrictions to loosen and the "reopening" for leisure travel will really be firing on all cylinders -- it's on the come we think. $EXPE $BKNG $ABNB Flight Search Trends Are Unequivocally Higher 'We think the leisure industry will have a compelling story to tell in the coming weeks as earnings start to roll in." via @HedgeyeSnakeye & @HedgeyeGLL https://t.co/qFoAFoeGro Flight Search Trends Are Unequivocally Higher 'We think the leisure industry will have a compelling story to tell in the coming weeks as earnings start to roll in." via" [X Link](https://x.com/anyuser/status/1516245580762296325) 2022-04-19T02:41Z [----] followers, [--] engagements "Flight Search Trends Are Unequivocally Higher 'We think the leisure industry will have a compelling story to tell in the coming weeks as earnings start to roll in." via @HedgeyeSnakeye & @HedgeyeGLL https://app.hedgeye.com/feed_items/115167with_category=17-insights https://app.hedgeye.com/feed_items/115167with_category=17-insights" [X Link](https://x.com/anyuser/status/1516185554513104898) 2022-04-18T22:43Z 225.8K followers, [--] engagements "Sports betting can be emotional and fun. don't do emotional things with your hard earned $. Those funds are not to be treated like the dwindling funds in my $DKNG account. A fun back and forth with KM before we got into the real work. Exclusively on The Call 🏈💸Leave Gambling Out of Your Investment Strategy "Gambling if it's for entertainment can be fun and emotional. But if you're doing that with our Risk Ranges and full-investing cycle process you're completely going to get killed. We're not trying to win lotteries here https://t.co/ZFaW5EW4wi 🏈💸Leave Gambling Out of Your Investment" [X Link](https://x.com/anyuser/status/1744858159468945582) 2024-01-09T23:06Z [----] followers, [----] engagements "🏈💸Leave Gambling Out of Your Investment Strategy "Gambling if it's for entertainment can be fun and emotional. But if you're doing that with our Risk Ranges and full-investing cycle process you're completely going to get killed. We're not trying to win lotteries here today." Long odds can make for a fun football wager but @KeithMcCullough and @HedgeyeGLL explain why there's no room for gambling when it comes to a successful risk management strategy" [X Link](https://x.com/anyuser/status/1744784913675460610) 2024-01-09T18:15Z 225.8K followers, 11.6K engagements "@DBclouds99 @Street_Insider @HedgeyeRJM @KeithMcCullough Ok so I guess we'll ignore the other names discussed or the history my team and I have with $EXPE. All good since this is twitter. Sorry you thought the free show was a waste. I'll see if I can get you a refund" [X Link](https://x.com/anyuser/status/1755725237080010992) 2024-02-08T22:48Z [----] followers, 16.5K engagements "Nice day for the Macau stocks w/ @Hedgeye Investing Ideas name $MLCO leading the pack on strong fwd commentary + improving Macau #'s @KeithMcCullough and co.'s macro themes playing through in real time. Economic & Fundamental data #Divergence" [X Link](https://x.com/anyuser/status/1630944563274629121) 2023-03-01T14:54Z [----] followers, [----] engagements "Not that the markets care atm but this is a big deal for travel. OTAs airlines and hotels to benefit. #CrossBorder vector has been slow to recover. $EXPE $BKNG $ABNB $JETS YES BREAKING: U.S. to End Covid Test Requirement for Incoming Air Travelers starting this Sunday: https://t.co/jejcEHhWkZ via @Skift YES BREAKING: U.S. to End Covid Test Requirement for Incoming Air Travelers starting this Sunday: https://t.co/jejcEHhWkZ via @Skift" [X Link](https://x.com/anyuser/status/1535266942877155330) 2022-06-10T14:25Z [----] followers, [--] engagements "YES BREAKING: U.S. to End Covid Test Requirement for Incoming Air Travelers starting this Sunday: via @Skift https://skift.com/2022/06/10/u-s-to-end-covid-test-requirement-for-incoming-air-travelers/ https://skift.com/2022/06/10/u-s-to-end-covid-test-requirement-for-incoming-air-travelers/" [X Link](https://x.com/anyuser/status/1535266228155076612) 2022-06-10T14:22Z 37K followers, [--] engagements "Catalyst for Q2 calls and prints. The return of cross border / transatlantic UNITED AIRLINES - IN [--] HOURS SINCE TESTING REQUIREMENT CHANGES WERE ANNOUNCED CO HAS ALREADY SEEN MORE THAN [---] MLN SEARCHES FOR INTERNATIONAL TRAVEL $UAL UNITED AIRLINES - IN [--] HOURS SINCE TESTING REQUIREMENT CHANGES WERE ANNOUNCED CO HAS ALREADY SEEN MORE THAN [---] MLN SEARCHES FOR INTERNATIONAL TRAVEL $UAL" [X Link](https://x.com/anyuser/status/1536458427832094721) 2022-06-13T21:20Z [----] followers, [--] engagements "UNITED AIRLINES - IN [--] HOURS SINCE TESTING REQUIREMENT CHANGES WERE ANNOUNCED CO HAS ALREADY SEEN MORE THAN [---] MLN SEARCHES FOR INTERNATIONAL TRAVEL $UAL" [X Link](https://x.com/anyuser/status/1536456887356559364) 2022-06-13T21:14Z 1.2M followers, [----] engagements "Love seeing different schools up here. GLL's all star summer intern out of SUNY Binghamton leading the charge 💪 Students. get involved @Hedgeye #STUDENTS Here's our latest Top [--] Colleges (who've signed up for Hedgeye) @SUNY @UNC @MarquetteU *Reminder: we give a #Student Subscription for FREE here and it's a valuable education https://t.co/pu9jGuBTqk https://t.co/YUQcUmAwSM #STUDENTS Here's our latest Top [--] Colleges (who've signed up for Hedgeye) @SUNY @UNC @MarquetteU *Reminder: we give a #Student Subscription for FREE here and it's a valuable education https://t.co/pu9jGuBTqk" [X Link](https://x.com/anyuser/status/1734013755468489036) 2023-12-11T00:54Z [----] followers, 11.2K engagements "#STUDENTS Here's our latest Top [--] Colleges (who've signed up for Hedgeye) @SUNY @UNC @MarquetteU *Reminder: we give a #Student Subscription for FREE here and it's a valuable education https://info.hedgeye.com/students-register-free https://info.hedgeye.com/students-register-free" [X Link](https://x.com/anyuser/status/1733986483923501214) 2023-12-10T23:06Z 290.2K followers, 31.4K engagements "15 earnings reports in calls in the 48hrs. Absolutely insane and I am just coming up for air. On balance a pretty solid earnings season for us but now the real work starts. Cc: @HedgeyeSnakeye" [X Link](https://x.com/anyuser/status/1654492400817979393) 2023-05-05T14:25Z [----] followers, [----] engagements "A must watch no doubt. KM bringing the heat @KeithMcCullough @Hedgeye WATCH The State. The Elites. (The Rest of Us) 🔥 🔊 If youve read @Peter_Turchins End Times." He nails this. Ive cited it a bunch of times. He nails this. And so does my partner Neil Howe @HoweGeneration in "The Fourth Turning Is Here." The future's not bright for https://t.co/DwxKHP6wXf WATCH The State. The Elites. (The Rest of Us) 🔥 🔊 If youve read @Peter_Turchins End Times." He nails this. Ive cited it a bunch of times. He nails this. And so does my partner Neil Howe @HoweGeneration in "The Fourth Turning Is Here." The" [X Link](https://x.com/anyuser/status/1722215033873330346) 2023-11-08T11:30Z [----] followers, 11.8K engagements "WATCH The State. The Elites. (The Rest of Us) 🔥 🔊 If youve read @Peter_Turchins End Times." He nails this. Ive cited it a bunch of times. He nails this. And so does my partner Neil Howe @HoweGeneration in "The Fourth Turning Is Here." The future's not bright for America on this front. Because you have the Statethe State being the political edifice that told you that inflation is nothing that you should worry about. That you're not going to have a recession. That's the Statethe same State that is spending and spending and spending your future on a deficit and by the way the government could" [X Link](https://x.com/anyuser/status/1721983381993353376) 2023-11-07T20:10Z 225.8K followers, 145.3K engagements "Hat tip to $MAR for running a solid call. Plenty of non-answers but they had a good day. With RevPAR momentum and non-RevPAR fees (credit card fees mostly) still growing solidly the real issues we see in NUG are masked for now but that will change in 2H and '24" [X Link](https://x.com/anyuser/status/1653399694222008323) 2023-05-02T14:03Z [----] followers, 11.8K engagements "Faxing them over to you shortly. More to do but I like how the deck is shaping up. #Macau has been a hot topic with clients and deservingly so. A LOT of cross currents (and opportunity). Hey @HedgeyeGLL how are those #Macau slides coming Hey @HedgeyeGLL how are those #Macau slides coming" [X Link](https://x.com/anyuser/status/1665789221653602304) 2023-06-05T18:34Z [----] followers, 13.2K engagements "Hey @HedgeyeGLL how are those #Macau slides coming" [X Link](https://x.com/anyuser/status/1665772528827023363) 2023-06-05T17:28Z [----] followers, 14K engagements "Another top event coming to you from @Hedgeye . and yep it's free of charge. Great lineup per usual. LET THE SUMMIT BEGIN We are super excited to announce our 9th "Hedgeye Investing Summit" hosted by @KeithMcCullough We are certain this will be the most actionable + insightful + entertaining content you will find anywhere Register for free access: https://t.co/Ne5t6txoo2 https://t.co/fNxie49Ocy LET THE SUMMIT BEGIN We are super excited to announce our 9th "Hedgeye Investing Summit" hosted by @KeithMcCullough We are certain this will be the most actionable + insightful + entertaining content" [X Link](https://x.com/anyuser/status/1577614594809495554) 2022-10-05T11:00Z [----] followers, [--] engagements "LET THE SUMMIT BEGIN We are super excited to announce our 9th "Hedgeye Investing Summit" hosted by @KeithMcCullough We are certain this will be the most actionable + insightful + entertaining content you will find anywhere Register for free access: https://bit.ly/3CuvEPM https://bit.ly/3CuvEPM" [X Link](https://x.com/anyuser/status/1577390279002234880) 2022-10-04T20:08Z 225.8K followers, [---] engagements "$CZR adding to the list of Las Vegas beats. $MGM is outperforming we think but confirmation that this market is just built different. @HedgeyeSnakeye good to see $MGM rally back today but stock is stupid cheap vs catalysts and growth ahead this yr and next" [X Link](https://x.com/anyuser/status/1653497842453958681) 2023-05-02T20:33Z [----] followers, [----] engagements "Some fresh data via the #JobsReport today that has implications for hotels. Wage growth (YoY and vs '19) still tracking way ahead of ADR growth (room rates) for higher end biz focused hotels. Something to monitor for '22 / '23 estimates" [X Link](https://x.com/anyuser/status/1509901084340465692) 2022-04-01T14:30Z [----] followers, [--] engagements "Busy AM of GLL earnings -- @HedgeyeSnakeye ran through our post-game notes on The Call for $EXPE $RHP $MGM and $HLT A LOT to like in some of our top ideas including a few of the above but TBD on market reactions" [X Link](https://x.com/anyuser/status/1521471832230182915) 2022-05-03T12:48Z [----] followers, [--] engagements "The hype is certainly real re: Miami. Awesome day of client meetings followed by a great #HedgeyeRegional event yesterday. Productive engaging and fun. Back to the grind - new events and earnings szn prep @Hedgeye @HedgeyeSnakeye" [X Link](https://x.com/anyuser/status/1618310922317053952) 2023-01-25T18:12Z [----] followers, [----] engagements "Phase [--] of the earnings szn gauntlet now in the past. I am going to work on providing more real time tweets (still new here). Another week of decent sized moves across the GLL space - as always" [X Link](https://x.com/anyuser/status/1629222013758849026) 2023-02-24T20:49Z [----] followers, [----] engagements "Always fun chatting with my teammates Talked all things GLL. Could have probably gone for 2-3hrs but we'll be back for a follow up :) Our introductory series continues with @HedgeyeSnakeye & @HedgeyeGLL in season [--] Episode [--] Investing in GLL: House Rules with Todd Jordan and Sean Jenkins Listen on $AAPL $SPOT or right here. We discussed $BKNG $HLT $MAR $EXPE $HST $BYD https://t.co/btGTzlJnvd Our introductory series continues with @HedgeyeSnakeye & @HedgeyeGLL in season [--] Episode [--] Investing in GLL: House Rules with Todd Jordan and Sean Jenkins Listen on $AAPL $SPOT or right here. We" [X Link](https://x.com/anyuser/status/1713231181255172581) 2023-10-14T16:31Z [----] followers, [----] engagements "Our introductory series continues with @HedgeyeSnakeye & @HedgeyeGLL in season [--] Episode [--] Investing in GLL: House Rules with Todd Jordan and Sean Jenkins Listen on $AAPL $SPOT or right here. We discussed $BKNG $HLT $MAR $EXPE $HST $BYD" [X Link](https://x.com/anyuser/status/1713178088635306119) 2023-10-14T13:01Z 10.6K followers, [----] engagements "Discussed on The Call this AM. flight searches perking back up in the US (dom + intl flights). All data compared vs '19 levels" [X Link](https://x.com/anyuser/status/1510968893279555589) 2022-04-04T13:13Z [----] followers, [--] engagements "Join in on The Call And no despite the appearance I am not here to sell you a timeshare unit. What a beaut @HedgeyeGLL Listen to The Call HERE: https://t.co/JKp34uAjKl What a beaut @HedgeyeGLL Listen to The Call HERE: https://t.co/JKp34uAjKl" [X Link](https://x.com/anyuser/status/1585610859077931009) 2022-10-27T12:34Z [----] followers, [--] engagements "What a beaut @HedgeyeGLL Listen to The Call HERE: http://info.hedgeye.com/TheCall1 http://info.hedgeye.com/TheCall1" [X Link](https://x.com/anyuser/status/1585605725769940996) 2022-10-27T12:13Z 225.8K followers, [--] engagements "@mchambo72 @KeithMcCullough @HedgeyeDJ We'll try and carve out some time to discuss cruisers tmrw on The Call. $CCL $RCL" [X Link](https://x.com/anyuser/status/1760126807452324173) 2024-02-21T02:18Z [----] followers, [----] engagements "$DKNG stealing the show today after the call. Rev growth acceleration and beat. Guidance increase and more confirmation that the story is on track. There are legs to this story that have not yet played out. Stock could go higher" [X Link](https://x.com/anyuser/status/1654492569810747394) 2023-05-05T14:25Z [----] followers, [----] engagements "Rob has been on this $MPW sht show for a while now. Pay attention 👇 How is it possible that $MPW did not disclose with 2Q23 earnings the 7.20.23 order from CA around PHP The key question from here is what does the CA order around Prospect / PHP mean for other parts of the deal particularly the CT sale And also is this the "F" word How is it possible that $MPW did not disclose with 2Q23 earnings the 7.20.23 order from CA around PHP The key question from here is what does the CA order around Prospect / PHP mean for other parts of the deal particularly the CT sale And also is this the "F" word" [X Link](https://x.com/anyuser/status/1692544054351835371) 2023-08-18T14:28Z [----] followers, [----] engagements "How is it possible that $MPW did not disclose with 2Q23 earnings the 7.20.23 order from CA around PHP The key question from here is what does the CA order around Prospect / PHP mean for other parts of the deal particularly the CT sale And also is this the "F" word" [X Link](https://x.com/anyuser/status/1692540796103184818) 2023-08-18T14:15Z 16.9K followers, 19.3K engagements "And one of them is in GLL. @HedgeyeSnakeye Awesome back and forth here from @Mike_Taylor1972 and @KeithMcCullough Mike T hitting on two of his #MaxPainTrades right now watch live: https://t.co/wiBgRAZwMR Mike T hitting on two of his #MaxPainTrades right now watch live: https://t.co/wiBgRAZwMR" [X Link](https://x.com/anyuser/status/1513575769636757517) 2022-04-11T17:52Z [----] followers, [--] engagements "Mike T hitting on two of his #MaxPainTrades right now watch live: http://bit.ly/3Ky8hq6 http://bit.ly/3Ky8hq6" [X Link](https://x.com/anyuser/status/1513574179458715651) 2022-04-11T17:46Z 225.8K followers, [--] engagements "For those on the The Call this AM. $MLCO printed and hosted a conf call after it was our turn to speak. Would have otherwise commented on it. Takeaway is unchanged -- Macau trending in the right direction" [X Link](https://x.com/anyuser/status/1630945067446747136) 2023-03-01T14:56Z [----] followers, [----] engagements "Amazing content on tap @Hedgeye this week LFG 🚨 GAME ON @KeithMcCullough goes 1-on-1 with the smartest minds in investing: @Mike_Taylor1972 @Jkylebass @DiMartinoBooth @DrPippaM @biancoresearch Buddy Carter Mike Green @profplum99 Carson Block @muddywatersre Jim Chanos @WallStCynic GET FREE ACCESS: https://t.co/g0FaHo1jV5 https://t.co/D83LNAWSKf 🚨 GAME ON @KeithMcCullough goes 1-on-1 with the smartest minds in investing: @Mike_Taylor1972 @Jkylebass @DiMartinoBooth @DrPippaM @biancoresearch Buddy Carter Mike Green @profplum99 Carson Block @muddywatersre Jim Chanos @WallStCynic GET FREE ACCESS:" [X Link](https://x.com/anyuser/status/1513309987598176258) 2022-04-11T00:16Z [----] followers, [--] engagements "🚨 GAME ON @KeithMcCullough goes 1-on-1 with the smartest minds in investing: @Mike_Taylor1972 @Jkylebass @DiMartinoBooth @DrPippaM @biancoresearch Buddy Carter Mike Green @profplum99 Carson Block @muddywatersre Jim Chanos @WallStCynic GET FREE ACCESS: http://bit.ly/3x4IQsh http://bit.ly/3x4IQsh" [X Link](https://x.com/anyuser/status/1511776196870221829) 2022-04-06T18:41Z 225.8K followers, [---] engagements "RE: market reactions. having @KeithMcCullough and team's perspective is critical rn. at very minimum you'll keep your sanity as an analyst. ha" [X Link](https://x.com/anyuser/status/1521474978335670272) 2022-05-03T13:01Z [----] followers, [--] engagements "lmao. trying my best to keep it PG-13. A day in the @Hedgeye Boston office keeps you on your toes. Between the A/C that sounds like a tornado hitting and @HedgeyeGLL yelling random profanities while listening to earnings calls can't let your guard down. A day in the @Hedgeye Boston office keeps you on your toes. Between the A/C that sounds like a tornado hitting and @HedgeyeGLL yelling random profanities while listening to earnings calls can't let your guard down" [X Link](https://x.com/anyuser/status/1554460894486208512) 2022-08-02T13:35Z [----] followers, [--] engagements "A day in the @Hedgeye Boston office keeps you on your toes. Between the A/C that sounds like a tornado hitting and @HedgeyeGLL yelling random profanities while listening to earnings calls can't let your guard down" [X Link](https://x.com/anyuser/status/1554452587885334528) 2022-08-02T13:02Z [----] followers, [--] engagements "Hotel REITs (ex. $RHP) hung in a little better than we would have expected following some big whiffs on guidance and pretty uninspiring conference calls. Still like many of these on the Short side. In fairness stocks were down big into this wk" [X Link](https://x.com/anyuser/status/1629222181304430593) 2023-02-24T20:50Z [----] followers, [----] engagements "Vegas baby This is going to epic for those in attendance. @HedgeyeSnakeye preso will be action packed but he'll also be rocking the craps tables too. Get those tickets booked asap Las Vegas here we come 🎰🎲 Join us Tuesday Sept. [--]. 📈9am-5pm: Exclusive presentations from the Hedgeye research team 🍻Happy hour with @KeithMcCullough and #HedgeyeNation 🍽Private dinners with our analysts Our special "Early Bird All Access" ticket pricing expires https://t.co/R7xEX194fM Las Vegas here we come 🎰🎲 Join us Tuesday Sept. [--]. 📈9am-5pm: Exclusive presentations from the Hedgeye research team" [X Link](https://x.com/anyuser/status/1689708151426187264) 2023-08-10T18:39Z [----] followers, 11.9K engagements "Las Vegas here we come 🎰🎲 Join us Tuesday Sept. [--]. 📈9am-5pm: Exclusive presentations from the Hedgeye research team 🍻Happy hour with @KeithMcCullough and #HedgeyeNation 🍽Private dinners with our analysts Our special "Early Bird All Access" ticket pricing expires soon (save 25%). Join us in Vegas 👇👇👇 https://www.hedgeyeregional.com/lasvegas https://www.hedgeyeregional.com/lasvegas" [X Link](https://x.com/anyuser/status/1689701476908572673) 2023-08-10T18:13Z 225.8K followers, 59.4K engagements "Pro and Inst. subs should have an invite link hitting inboxes shortly. fire away in the Q&A section" [X Link](https://x.com/anyuser/status/1524084709751468032) 2022-05-10T17:51Z [----] followers, [--] engagements "I am smarter than that. Will be hedging my Pats bets w/ B's and Celtics wagers too. Baker signs SB bill. Big party in the @Hedgeye Boston office today hopefully it goes live after NFL szn so @HedgeyeGLL won't blow his bonus on the @Patriots https://t.co/CGdJvgPKQ1 Baker signs SB bill. Big party in the @Hedgeye Boston office today hopefully it goes live after NFL szn so @HedgeyeGLL won't blow his bonus on the @Patriots https://t.co/CGdJvgPKQ1" [X Link](https://x.com/anyuser/status/1557746512272277504) 2022-08-11T15:11Z [----] followers, [--] engagements "Baker signs SB bill. Big party in the @Hedgeye Boston office today hopefully it goes live after NFL szn so @HedgeyeGLL won't blow his bonus on the @Patriots https://www.nbcboston.com/news/local/baker-signs-sports-betting-mental-health-bills/2804956/_osource=db_npd_nbc_wbts_twt_shr https://www.nbcboston.com/news/local/baker-signs-sports-betting-mental-health-bills/2804956/_osource=db_npd_nbc_wbts_twt_shr" [X Link](https://x.com/anyuser/status/1557731440569114624) 2022-08-11T14:11Z [----] followers, [--] engagements "As discussed on #TheCall this AM by @HedgeyeSnakeye -- the Las Vegas Strip is in for a big week / weekend. The @NFLDraft is going to be huge (yuge) for visitation & RevPAR. Providing a nice contribution to Q2 and full year" [X Link](https://x.com/anyuser/status/1518604903454806018) 2022-04-25T14:56Z [----] followers, [--] engagements "Yup that's what it's looking like. Good discussion this AM on The Call. Just publish our Research Round Up from our OTA themes deck. check those inboxes Pro Subs "Robust and stable realized demand + elevated but stable bookings + accelerating ADRs = accelerating revenue growth. Thats the formula on tap for the alternative accommodation (AA) into the summer 22." via @HedgeyeSnakeye & @HedgeyeGLL https://t.co/DA25vv1jrM "Robust and stable realized demand + elevated but stable bookings + accelerating ADRs = accelerating revenue growth. Thats the formula on tap for the alternative accommodation" [X Link](https://x.com/anyuser/status/1530241099629006848) 2022-05-27T17:34Z [----] followers, [--] engagements ""Robust and stable realized demand + elevated but stable bookings + accelerating ADRs = accelerating revenue growth. Thats the formula on tap for the alternative accommodation (AA) into the summer 22." via @HedgeyeSnakeye & @HedgeyeGLL https://app.hedgeye.com/insights/117101-alternative-accommodations-to-stay-hot-this-summertype=stock-and-policy%2Cmarket-insights https://app.hedgeye.com/insights/117101-alternative-accommodations-to-stay-hot-this-summertype=stock-and-policy%2Cmarket-insights" [X Link](https://x.com/anyuser/status/1530217147921747969) 2022-05-27T15:59Z 225.8K followers, [--] engagements "Plenty of stocks we like and dislike in GLL. $RHP being one we have liked and continue to like. Has been a top idea since last July. For the full clip from today's call -- https://tinyurl.com/mr2jnx7k spoke this am on a hotel stock i actually like.and one i don't $RHP $MAR https://t.co/tfBSbWrJkC https://tinyurl.com/mr2jnx7k spoke this am on a hotel stock i actually like.and one i don't $RHP $MAR https://t.co/tfBSbWrJkC" [X Link](https://x.com/anyuser/status/1512139609127497729) 2022-04-07T18:45Z [----] followers, [--] engagements "spoke this am on a hotel stock i actually like.and one i don't $RHP $MAR" [X Link](https://x.com/anyuser/status/1512113741369905156) 2022-04-07T17:03Z [----] followers, [--] engagements "Slow wk but there was plenty to discuss in our AM note. Top [--] things for us today: 1) Regional Gaming - visitation vs spend per visit 2) Regional Gaming - future casino supply growth 3) Hotels - corporate bookings trends" [X Link](https://x.com/anyuser/status/1608129948241530881) 2022-12-28T15:57Z [----] followers, [----] engagements "Check this out @HedgeyeSnakeye Largest travel market in the world. Where they headed @HedgeyeChina May Holidays travel in Nanjing people waiting in rail station. Picture is a thousand words https://t.co/czHOp4EDzS May Holidays travel in Nanjing people waiting in rail station. Picture is a thousand words https://t.co/czHOp4EDzS" [X Link](https://x.com/anyuser/status/1652348463395352576) 2023-04-29T16:25Z [----] followers, [----] engagements "May Holidays travel in Nanjing people waiting in rail station. Picture is a thousand words" [X Link](https://x.com/anyuser/status/1652291508328906752) 2023-04-29T12:39Z 16.5K followers, 58.7K engagements "Have a day Bob We're so lucky to have you on this team Today is Bob Rich's birthday🎂 In addition to being a world-class cartoonist Bob is a world-class human being. We're blessed to have him on our team. https://t.co/7RA7F1vqT7 Today is Bob Rich's birthday🎂 In addition to being a world-class cartoonist Bob is a world-class human being. We're blessed to have him on our team. https://t.co/7RA7F1vqT7" [X Link](https://x.com/anyuser/status/1723003510113866057) 2023-11-10T15:43Z [----] followers, [---] engagements "Today is Bob Rich's birthday🎂 In addition to being a world-class cartoonist Bob is a world-class human being. We're blessed to have him on our team" [X Link](https://x.com/anyuser/status/1723002378784317454) 2023-11-10T15:39Z 225.8K followers, 31.1K engagements "It's the MACAU show as @HedgeyeSnakeye suggested earlier this AM. Tune in at 9AM ET. In addition to Macau + Macro we'll also run through our own Top [--] things Looking forward to it THE MACRO SHOW Live at [--] ET with hosts @HedgeyeSnakeye and @HedgeyeGLL Top [--] things this morning: 1) Credit 2) #Quad4 3) NFIB/Earnings Get prepared. Join us: https://t.co/WWBcMe5qmY https://t.co/cVfsZ8Dz2V THE MACRO SHOW Live at [--] ET with hosts @HedgeyeSnakeye and @HedgeyeGLL Top [--] things this morning: 1) Credit 2) #Quad4 3) NFIB/Earnings Get prepared. Join us: https://t.co/WWBcMe5qmY https://t.co/cVfsZ8Dz2V" [X Link](https://x.com/anyuser/status/1678746615438274560) 2023-07-11T12:42Z [----] followers, [----] engagements "THE MACRO SHOW Live at [--] ET with hosts @HedgeyeSnakeye and @HedgeyeGLL Top [--] things this morning: 1) Credit 2) #Quad4 3) NFIB/Earnings Get prepared. Join us: https://info.hedgeye.com/TMSNY https://info.hedgeye.com/TMSNY" [X Link](https://x.com/anyuser/status/1678741832275046401) 2023-07-11T12:23Z 13.9K followers, 13.4K engagements "An abbreviated clip from this AM where I touched on the tricky setup for US hoteliers on the leisure front. We see outbound demand making new highs while inbound traveler demand remains depressed relative to '19. That + tough ADR comps = more headwinds to consider. If youre a hotel that over-earned because customers couldnt travel many places until late last summer youre facing difficult comps." @HedgeyeGLL Like I needed another data point to get more negative on the US consumer. @KeithMcCullough Full clip: https://t.co/0LJUpwQWDL https://t.co/cmW3TPcsIQ If youre a hotel that over-earned" [X Link](https://x.com/anyuser/status/1668734022405570560) 2023-06-13T21:36Z [----] followers, 13.2K engagements "If youre a hotel that over-earned because customers couldnt travel many places until late last summer youre facing difficult comps." @HedgeyeGLL Like I needed another data point to get more negative on the US consumer. @KeithMcCullough Full clip: https://app.hedgeye.com/insights/134961-jenkins-travel-trends-spell-trouble-for-u-s-hotelstype=stock-and-policy%2Chedgeye-tv https://app.hedgeye.com/insights/134961-jenkins-travel-trends-spell-trouble-for-u-s-hotelstype=stock-and-policy%2Chedgeye-tv" [X Link](https://x.com/anyuser/status/1668675198025973760) 2023-06-13T17:42Z 225.8K followers, 21.2K engagements "@KeithMcCullough and @HedgeyeSnakeye also discussed the tactical setup for the Vegas related stocks. Given the environment (Quad 4) those discussions are more important than ever" [X Link](https://x.com/anyuser/status/1518607711939842052) 2022-04-25T15:07Z [----] followers, [--] engagements "Going on camera via @HedgeyeTV for our Q1 earnings prep deep dive. Deck is jam packed with data charts and takeaways heading into an important earnings season. @HedgeyeSnakeye and I are tired but we're caffeinating up as we speak. Should be a fun one" [X Link](https://x.com/anyuser/status/1648017983657369600) 2023-04-17T17:38Z [----] followers, [----] engagements "Lots of GLL names during the Investing Summit. we have a history with this one and are cooking up some new content on OSB and iGaming @HedgeyeSnakeye @WallStCynic "Draftkings $DKNG is losing buckets of money and I think will continue to do so for the foreseeable future. The question will be 'How long will they be able to fund that and how long will investors let them continue to fund that'" - @WallStCynic @WallStCynic "Draftkings $DKNG is losing buckets of money and I think will continue to do so for the foreseeable future. The question will be 'How long will they be able to fund that and how" [X Link](https://x.com/anyuser/status/1513929328437964810) 2022-04-12T17:17Z [----] followers, [--] engagements "@WallStCynic "Draftkings $DKNG is losing buckets of money and I think will continue to do so for the foreseeable future. The question will be 'How long will they be able to fund that and how long will investors let them continue to fund that'" - @WallStCynic" [X Link](https://x.com/anyuser/status/1513928196349116422) 2022-04-12T17:13Z 225.8K followers, [--] engagements "@KeithMcCullough Deep Dive Fundamental Research + KM Signal Strength & Macro Overlay = Sweet Spot for stock ideas" [X Link](https://x.com/anyuser/status/1762628749604815322) 2024-02-28T00:00Z [----] followers, [---] engagements "It's all about the mega caps this week but GLL earnings szn about to explode🤯starting Monday at 7am. Pro subs we got you covered with some notes and data updates this week ahead of the prints Let's see how it all shakes out @HedgeyeSnakeye" [X Link](https://x.com/anyuser/status/1519793481086124032) 2022-04-28T21:39Z [----] followers, [--] engagements "Thanks Rob for filling and co-piloting the weekly show today. Went a little over on time but there was plenty to discuss. Click link in bio for subscription options. @HedgeyeGLL discussed on The Call -- diving deeper into it now on the Gaming Lodging Leisure show. https://t.co/p6Bi5Fr3Z4 @HedgeyeGLL discussed on The Call -- diving deeper into it now on the Gaming Lodging Leisure show. https://t.co/p6Bi5Fr3Z4" [X Link](https://x.com/anyuser/status/1765423206016430289) 2024-03-06T17:04Z [----] followers, [----] engagements "@HedgeyeGLL discussed on The Call -- diving deeper into it now on the Gaming Lodging Leisure show" [X Link](https://x.com/anyuser/status/1765407682226278648) 2024-03-06T16:02Z [----] followers, [----] engagements "Such an awesome opportunity for people to give back Follow the link below to get involved. #HedgeyeCares "Hedgeye Cares" was formed to help people in need inside our community. 100% of the funds we donate will end up with the charities we support. Hedgeye will match the first $100000 raised today dollar for dollar donated. Learn more/donate here: https://t.co/W2ZdxLYg5S ☀ https://t.co/hmkdnWLAWm "Hedgeye Cares" was formed to help people in need inside our community. 100% of the funds we donate will end up with the charities we support. Hedgeye will match the first $100000 raised today dollar" [X Link](https://x.com/anyuser/status/1597602296690610178) 2022-11-29T14:44Z [----] followers, [--] engagements ""Hedgeye Cares" was formed to help people in need inside our community. 100% of the funds we donate will end up with the charities we support. Hedgeye will match the first $100000 raised today dollar for dollar donated. Learn more/donate here: ☀ https://www.hedgeye.com/cares https://www.hedgeye.com/cares" [X Link](https://x.com/anyuser/status/1597582511210901505) 2022-11-29T13:25Z 225.8K followers, [--] engagements "GLL Pro subs -- check those inboxes. Some key idea and ticker bias changes in the weekend roundup note. + some bonus content related to our $MGM & LV Strip deck from last wk" [X Link](https://x.com/anyuser/status/1615009127964577792) 2023-01-16T15:32Z [----] followers, [----] engagements "@Leonard_Solano @DBclouds99 @Street_Insider @HedgeyeRJM @KeithMcCullough Low $80's ***" [X Link](https://x.com/anyuser/status/1755758047509586054) 2024-02-09T00:58Z [----] followers, [---] engagements "Some of our thoughts from our AM direct note. LV has A LOT of potential beyond the big Stanley Cup win last night. More to come. $MGM $WYNN $CZR "Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this Stanley Cup win is merely a part of whats to come. Its not just a singular "Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this" [X Link](https://x.com/anyuser/status/1669009408859283457) 2023-06-14T15:50Z [----] followers, [----] engagements ""Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this Stanley Cup win is merely a part of whats to come. Its not just a singular moment for the market; rather we see a long tail of pretty solid catalysts for the market to continue to grow visitation and simultaneously up-mix its customer base. Theres not a market in our coverage that has more demand drivers than the Las Vegas Strip for the coming years. Yes were bullish on $MGM and $WYNN. Doubtful that well be" [X Link](https://x.com/anyuser/status/1669006657764859904) 2023-06-14T15:39Z 225.8K followers, 15K engagements "@HedgeyeREITs @HedgeyeComm You bet. Maybe you know the owner / can track em down haa" [X Link](https://x.com/anyuser/status/1585630152247349250) 2022-10-27T13:51Z [----] followers, [--] engagements "Lot of fresh content here for you weekend warriors. Sector Spotlight w/ the big dog @HedgeyeSnakeye is a must listen for those interested in GLL. #ContentMachines Content upon content the last week+ @Hedgeye. #RealConversations: @KeithMcCullough w/@rcwhalen @KeithMcCullough w/@daviddorr Hedgeye + Friends w/@Andrew_Menaker #UnscriptedEquityCuriosity w/@EHoofnagle #WeeklyNotebookReview #SectorHeadSpotlight w/@HedgeyeSnakeye 👇👇👇 Content upon content the last week+ @Hedgeye. #RealConversations: @KeithMcCullough w/@rcwhalen @KeithMcCullough w/@daviddorr Hedgeye + Friends w/@Andrew_Menaker" [X Link](https://x.com/anyuser/status/1632087725632282624) 2023-03-04T18:36Z [----] followers, [---] engagements "Content upon content the last week+ @Hedgeye. #RealConversations: @KeithMcCullough w/@rcwhalen @KeithMcCullough w/@daviddorr Hedgeye + Friends w/@Andrew_Menaker #UnscriptedEquityCuriosity w/@EHoofnagle #WeeklyNotebookReview #SectorHeadSpotlight w/@HedgeyeSnakeye 👇👇👇" [X Link](https://x.com/anyuser/status/1632064599045357579) 2023-03-04T17:04Z [----] followers, 24.6K engagements "@hendry_hugh + @KeithMcCullough is must see TV Awesome start to a jam packed conference. FREE WEBCAST @KeithMcCullough: Is there a sense of urgency at the Fed @hendry_hugh: No. I think they're hopelessly unqualified. #HedgeyeLive Free access: https://t.co/W3RjitEPA6 https://t.co/6ctxztzrrf FREE WEBCAST @KeithMcCullough: Is there a sense of urgency at the Fed @hendry_hugh: No. I think they're hopelessly unqualified. #HedgeyeLive Free access: https://t.co/W3RjitEPA6 https://t.co/6ctxztzrrf" [X Link](https://x.com/anyuser/status/1654505661051412480) 2023-05-05T15:17Z [----] followers, [----] engagements "FREE WEBCAST @KeithMcCullough: Is there a sense of urgency at the Fed @hendry_hugh: No. I think they're hopelessly unqualified. #HedgeyeLive Free access: http://bit.ly/3LDTz2m http://bit.ly/3LDTz2m" [X Link](https://x.com/anyuser/status/1654505313523884032) 2023-05-05T15:16Z 225.8K followers, 12.4K engagements "This was fun. We hit on n/t dynamics catalysts then took a stab at answering the big question. Is cruise finally a good business For those looking for some breadcrumbs - tune into The Call. For those that want more detail - trial out our Pro product Game time @HedgeyeSnakeye & @HedgeyeGLL Cruisers Update Call at 10am. "Cruise stocks have come off their highs on the back of $NCLH 's whiff of a qtr & broader fears of macro. It looks like a buying opportunity." Institutional investors email sales@hedgeye.com for access. https://t.co/j9JrOYR5Iw Game time @HedgeyeSnakeye & @HedgeyeGLL Cruisers" [X Link](https://x.com/anyuser/status/1694377540796719242) 2023-08-23T15:54Z [----] followers, 15.1K engagements "Game time @HedgeyeSnakeye & @HedgeyeGLL Cruisers Update Call at 10am. "Cruise stocks have come off their highs on the back of $NCLH 's whiff of a qtr & broader fears of macro. It looks like a buying opportunity." Institutional investors email sales@hedgeye.com for access" [X Link](https://x.com/anyuser/status/1694343482423615711) 2023-08-23T13:39Z 225.8K followers, 21.5K engagements "Such a great time. highly recommend to those that couldn't join this yr. make plans to come out next yr or see us at a #HedgeyeRegional A big thank you to all of our attendees for joining us at our 2nd Annual Investing Conference "Hedgeye Live" in Greenwich CT earlier this month. It was absolute fire and we can't wait for next year. The amount of energy actionable investing insight networking https://t.co/9pg20Ade87 A big thank you to all of our attendees for joining us at our 2nd Annual Investing Conference "Hedgeye Live" in Greenwich CT earlier this month. It was absolute fire and we can't" [X Link](https://x.com/anyuser/status/1659692074860691456) 2023-05-19T22:46Z [----] followers, 14.6K engagements "A big thank you to all of our attendees for joining us at our 2nd Annual Investing Conference "Hedgeye Live" in Greenwich CT earlier this month. It was absolute fire and we can't wait for next year. The amount of energy actionable investing insight networking learning/education meaningful conversations (plus fun and entertainment) was off the charts. Special thanks to our investing guests who joined @KeithMcCullough and helped make this event the best in the business. That list includes @hendry_hugh @AlderLaneEggs @Mike_Taylor1972 @profplum99 @ahern_brendan @DiMartinoBooth @nancy__davis" [X Link](https://x.com/anyuser/status/1659628439664508930) 2023-05-19T18:33Z 225.8K followers, 79K engagements "$DKNG = classic RoC story as the company finds *some* religion on costs as rev growth maintains and mkt. share inflects higher. Weve been negative here in the past but have stuck with the long call since late last year. More upside remains" [X Link](https://x.com/anyuser/status/1626599649527189505) 2023-02-17T15:09Z [----] followers, [---] engagements "Thanks for the shout. The online gaming space has been a blast to cover these last few years - plenty to do long and short side. trade looking higher from here on $DKNG though @HedgeyeGLL @HedgeyeSnakeye do really great work Awesome long call on $DKNG Stuck to their process was data dependent and doubled down in November. with an eye on on today Stock up +90% since @HedgeyeGLL @HedgeyeSnakeye do really great work Awesome long call on $DKNG Stuck to their process was data dependent and doubled down in November. with an eye on on today Stock up +90% since" [X Link](https://x.com/anyuser/status/1626606552902770688) 2023-02-17T15:36Z [----] followers, [---] engagements "@HedgeyeGLL @HedgeyeSnakeye do really great work Awesome long call on $DKNG Stuck to their process was data dependent and doubled down in November. with an eye on on today Stock up +90% since" [X Link](https://x.com/anyuser/status/1626602466107170817) 2023-02-17T15:20Z 35.7K followers, [----] engagements "@HedgeyeComm But. maybe try restarting again" [X Link](https://x.com/anyuser/status/1720103416150520246) 2023-11-02T15:39Z [----] followers, [---] engagements "A real good listen here (I may have a bias) . @HedgeyeSnakeye and the crew run through some of our Gaming Lodging and Leisure themes and some stock specific stuff. Give it a listen It's FREE "Take Your $$ To The Casino" S3 E4 of Unscripted Equity Curiosity a @hedgeye podcast also on $SPOT & $AAPL hosted by me @hedgeyechina + @hedgeyecomm this week featuring Todd Jordan @HedgeyeSnakeye on Casinos Hotel OTA's and more. https://t.co/zqUwHSzGQj "Take Your $$ To The Casino" S3 E4 of Unscripted Equity Curiosity a @hedgeye podcast also on $SPOT & $AAPL hosted by me @hedgeyechina + @hedgeyecomm this" [X Link](https://x.com/anyuser/status/1627450398574346240) 2023-02-19T23:29Z [----] followers, [----] engagements ""Take Your $$ To The Casino" S3 E4 of Unscripted Equity Curiosity a @hedgeye podcast also on $SPOT & $AAPL hosted by me @hedgeyechina + @hedgeyecomm this week featuring Todd Jordan @HedgeyeSnakeye on Casinos Hotel OTA's and more" [X Link](https://x.com/anyuser/status/1626944876163084289) 2023-02-18T14:01Z 10.6K followers, 19.8K engagements "When your results and outlook don't meet expectations. talk up the benefits of AI. $ABNB" [X Link](https://x.com/anyuser/status/1656037885101916179) 2023-05-09T20:46Z [----] followers, [---] engagements "That's my guy #RobeLife lmao For those who missed it Felix rocking his robe on The Macro Show 😂 @HedgeyeChina https://t.co/9XS82REZga For those who missed it Felix rocking his robe on The Macro Show 😂 @HedgeyeChina https://t.co/9XS82REZga" [X Link](https://x.com/anyuser/status/1516847291403059206) 2022-04-20T18:32Z [----] followers, [--] engagements "For those who missed it Felix rocking his robe on The Macro Show 😂 @HedgeyeChina" [X Link](https://x.com/anyuser/status/1516845370701090816) 2022-04-20T18:24Z 13.9K followers, [--] engagements "Hotels - C-Corps and FS REITs - have teamed up through Covid and generated real solid productivity gains but with wage inflation looking like this (+ other factors). Hard to imagine those gains hold" [X Link](https://x.com/anyuser/status/1509901871271587904) 2022-04-01T14:33Z [----] followers, [--] engagements "Let's go Big day of content tomorrow @Hedgeye followed by a monster rest of the week New ideas galore and earnings prep as the szn starts to pick up steam next week and the week after. This Weeks Events @Hedgeye 4/17: Communications Themes @HedgeyeComm $META $NFLX $GOOG $PINS $CHTR $T 4/17: Food Retailer Outlook @Hedgeye_Staples $KR $ACI $COST $BJ $WMT 4/17: GLL Earnings Preview @HedgeyeSnakeye @HedgeyeGLL ***Institutional investors email sales@hedgeye.com https://t.co/RMUyovReft This Weeks Events @Hedgeye 4/17: Communications Themes @HedgeyeComm $META $NFLX $GOOG $PINS $CHTR $T 4/17: Food" [X Link](https://x.com/anyuser/status/1647774171294777344) 2023-04-17T01:29Z [----] followers, [----] engagements "This Weeks Events @Hedgeye 4/17: Communications Themes @HedgeyeComm $META $NFLX $GOOG $PINS $CHTR $T 4/17: Food Retailer Outlook @Hedgeye_Staples $KR $ACI $COST $BJ $WMT 4/17: GLL Earnings Preview @HedgeyeSnakeye @HedgeyeGLL ***Institutional investors email sales@hedgeye.com" [X Link](https://x.com/anyuser/status/1647764402009939970) 2023-04-17T00:50Z 225.8K followers, 59.1K engagements "@HedgeyeSnakeye and I are headed to tomorrow but we'll try to get on The Call and add some color for those new idea adjustments -- $MGM $BYD $PENN $ABNB and more" [X Link](https://x.com/anyuser/status/1615009655851307008) 2023-01-16T15:34Z [----] followers, [---] engagements "Another big week @Hedgeye . Busy time for the GLL squad as well. Starts with our Cruise Industry deck tmrw. Critical time to offer up our perspective before earnings szn. $RCL $CCL $NCLH Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season Update $CLL $NCLH $RCL 1/24: @HedgeyeRetail Amer Sports (AS) Pre-IPO Review 1/25: @HedgeyeDC Policy & Politics 1/25: @HoweGeneration All About the https://t.co/VHMTikW0G6 Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season" [X Link](https://x.com/anyuser/status/1749532933390512531) 2024-01-22T20:42Z [----] followers, [----] engagements "Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season Update $CLL $NCLH $RCL 1/24: @HedgeyeRetail Amer Sports (AS) Pre-IPO Review 1/25: @HedgeyeDC Policy & Politics 1/25: @HoweGeneration All About the Indicators Interested in listening in ***Institutional investors email sales@hedgeye.com for access" [X Link](https://x.com/anyuser/status/1749417858541441415) 2024-01-22T13:04Z 225.8K followers, 272K engagements "LFG Should be a lot fun. #SectorHeadSpotlight with @HedgeyeSnakeye @HedgeyeGLL tomorrow at [--] PMtiming couldnt be any better Free inside #TheArena @HedgeyeTV and @YouTube. #LFG #SectorHeadSpotlight with @HedgeyeSnakeye @HedgeyeGLL tomorrow at [--] PMtiming couldnt be any better Free inside #TheArena @HedgeyeTV and @YouTube. #LFG" [X Link](https://x.com/anyuser/status/1630949444500824067) 2023-03-01T15:13Z [----] followers, [----] engagements "#SectorHeadSpotlight with @HedgeyeSnakeye @HedgeyeGLL tomorrow at [--] PMtiming couldnt be any better Free inside #TheArena @HedgeyeTV and @YouTube. #LFG" [X Link](https://x.com/anyuser/status/1630947634868367362) 2023-03-01T15:06Z [----] followers, [----] engagements "Big week @Hedgeye More to be added as @HedgeyeSnakeye and I emerge from the lab. Upcoming Events @Hedgeye 11/27: FREE ALL ACCESS DAY https://t.co/i3wvzyDAQN 11/27: @HedgeyeIndstrls Short $DE Black Book 11/28:@HowardWPenney Short $SBUX Black Book 11/28: @HoweGeneration Demography:All About the Indicators 11/29:@HedgeyeREITsNew Short $PSEC Black Book https://t.co/3PCtatAFyw Upcoming Events @Hedgeye 11/27: FREE ALL ACCESS DAY https://t.co/i3wvzyDAQN 11/27: @HedgeyeIndstrls Short $DE Black Book 11/28:@HowardWPenney Short $SBUX Black Book 11/28: @HoweGeneration Demography:All About the Indicators" [X Link](https://x.com/anyuser/status/1729119801010983018) 2023-11-27T12:47Z [----] followers, [----] engagements "Upcoming Events @Hedgeye 11/27: FREE ALL ACCESS DAY 11/27: @HedgeyeIndstrls Short $DE Black Book 11/28:@HowardWPenney Short $SBUX Black Book 11/28: @HoweGeneration Demography:All About the Indicators 11/29:@HedgeyeREITsNew Short $PSEC Black Book 11/29: @HedgeyeComm Comms Wrap Call 11/30:@HedgeyeDC Middle East Conflict w/Col. Jeff McCausland @mccauslj 11/30:@HedgeyeFIGHousing Themes Interested in listening in ***Institutional investors email sales@hedgeye.com for access. https://app.hedgeye.com/insights/142930-free-all-access-best-8-products-nov-27thtype=macro%2Cmarket-insights" [X Link](https://x.com/anyuser/status/1729117688163717369) 2023-11-27T12:39Z 225.8K followers, 103.5K engagements "Another Friday afternoon earnings thread by me. Just some quick thoughts across GLL @Hedgeye @HedgeyeSnakeye Phase [--] of the earnings szn gauntlet now in the past. I am going to work on providing more real time tweets (still new here). Another week of decent sized moves across the GLL space - as always. Phase [--] of the earnings szn gauntlet now in the past. I am going to work on providing more real time tweets (still new here). Another week of decent sized moves across the GLL space - as always" [X Link](https://x.com/anyuser/status/1629223734736261123) 2023-02-24T20:56Z [----] followers, [---] engagements "Offsets / pushback to these narratives: 1) Greater % of bookings coming direct to OTA 2) Greater % of ad spend shifting to brand vs perf 3) Greater % of bookings shifting into Alt. Accomm. where Google is terrible 4) Not a new risk well reflected in valuations / sentiment 1/ Google has destroyed the barriers to entry for the OTA industry.More hotels are going direct and there are literally 100s of new regional OTAs that are creating their own mini-Bookings or Expedia willing to take lower margins. 1/ Google has destroyed the barriers to entry for the OTA industry.More hotels are going direct" [X Link](https://x.com/anyuser/status/1544725474265513986) 2022-07-06T16:50Z [----] followers, [--] engagements "1/ Google has destroyed the barriers to entry for the OTA industry.More hotels are going direct and there are literally 100s of new regional OTAs that are creating their own mini-Bookings or Expedia willing to take lower margins" [X Link](https://x.com/anyuser/status/1544445127124475907) 2022-07-05T22:16Z 44K followers, [---] engagements "Sentiment and Street #'s starting to come around to the $MGM story. Glad we did more work on Vegas in Dec and early Jan to get ahead of this. More to come we think. Still a Vegas story but other factors now contributing. @HedgeyeSnakeye @Hedgeye" [X Link](https://x.com/anyuser/status/1623696197146869760) 2023-02-09T14:51Z [----] followers, [----] engagements "@HedgeyeComm Haha oh boy" [X Link](https://x.com/anyuser/status/1585603071668895744) 2022-10-27T12:03Z [----] followers, [--] engagements "@GavinGewecke @HedgeyeSnakeye All eyes and ears on The Call tomorrow. TJ and I in the lab tonight. $PENN earnings call at 9am tmrw too" [X Link](https://x.com/anyuser/status/1689058849901142016) 2023-08-08T23:39Z [----] followers, [---] engagements "@HedgeyeSnakeye $BYD becoming the $HLT of Regional Gaming" [X Link](https://x.com/anyuser/status/1651189351970119680) 2023-04-26T11:39Z [----] followers, [---] engagements "@GavinGewecke @KeithMcCullough I am in the mix. need to up my tweet game" [X Link](https://x.com/anyuser/status/1669490615715856386) 2023-06-15T23:42Z [----] followers, [---] engagements "Forgot to share this last week while I was en route to my vaca. Spotted a Celeb ship $RCL at an undisclosed location (in the Balkans)" [X Link](https://x.com/anyuser/status/1702057199424422035) 2023-09-13T20:30Z [----] followers, [---] engagements "We have looked at the '19 draft in Nashville as a comp but LV will likely outperform. Limited supply growth better air lift pent up leisure demand etc. Lots of positive factors in LV's favor rn" [X Link](https://x.com/anyuser/status/1518606233338589187) 2022-04-25T15:01Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HedgeyeGLL Sean Jenkins
Sean Jenkins posts on X about in the, $dkng, $flut, growth the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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Social Influence
Social category influence stocks finance technology brands countries social networks automotive brands celebrities musicians cryptocurrencies travel destinations
Social topic influence in the, $dkng #542, $flut #39, growth, $mgm #15, $rcl, $mar, stocks, travel, data
Top accounts mentioned or mentioned by @hedgeyesnakeye @keithmccullough @hedgeye @hedgeyecomm @howegeneration @hedgeyedj @hedgeyechina @radnorcapital @hedgeyecom @hedgeyeretail @hedgeyerjm @howardwpenney @hedgeyedc @hedgeyeindstrls @blackmrphophet @mikejay49 @miketaylor1972 @wallstcynic @dbclouds99 @streetinsider
Top assets mentioned DraftKings Inc. Class A Common Stock (DKNG) Flutter Entertainment plc (FLUT) MGM Resorts International (MGM) Royal Caribbean Cruises Ltd (RCL) Marriott International Inc (MAR) Carnival Corp (CCL) Expedia Group Inc (EXPE) Boyd Gaming Corporation (BYD) Norwegian Cruise Line Holdings, Ltd. (NCLH) PENN Entertainment Inc (PENN) Caesars Entertainment, Inc. (CZR) Hilton Hotels Corporation Common Stock (HLT) Booking Holdings Inc (BKNG) Airbnb, Inc. (ABNB) Host Hotels and Resorts Inc (HST) Ryman Hospitality Properties, Inc (RHP) Wynn Resorts, Limited (WYNN) Apple, Inc. (AAPL) Spotify Technology (SPOT) DisChain (DIS) Amer Sports, Inc. (AS) Now Coin (NOW) Viking Holdings Ltd (VIK) Choice Hotels Intnl. (CHH) Wyndham Hotels & Resorts, Inc. Common Stock (WH)
Top Social Posts
Top posts by engagements in the last [--] hours
"* Carnival Cruise Line reports one-week period of March 28-3-Apr was busiest booking week in the company's history $CCL $RCL $NCLH"
X Link 2022-04-04T21:17Z [----] followers, [--] engagements
"GLL Pro subs -- check those inboxes. Some key idea and ticker bias changes in the weekend roundup note. + some bonus content related to our $MGM & LV Strip deck from last wk"
X Link 2023-01-16T15:32Z [----] followers, [----] engagements
"Hat tip to $MAR for running a solid call. Plenty of non-answers but they had a good day. With RevPAR momentum and non-RevPAR fees (credit card fees mostly) still growing solidly the real issues we see in NUG are masked for now but that will change in 2H and '24"
X Link 2023-05-02T14:03Z [----] followers, 11.8K engagements
"Some of our thoughts from our AM direct note. LV has A LOT of potential beyond the big Stanley Cup win last night. More to come. $MGM $WYNN $CZR "Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this Stanley Cup win is merely a part of whats to come. Its not just a singular "Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this"
X Link 2023-06-14T15:50Z [----] followers, [----] engagements
"A LOT to consider on this. and we will do just that. Tune in for The Call tmrw to get our more in depth thoughts. No dog in the $PENN race as of today but we've been very active on other names potentially implicated here. $PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye @HedgeyeGLL Here are the details 👇 Exclusive Right to the #1 U.S. Sports Brand: PENN has secured the exclusive right to the ESPN Bet trademark for OSB in the U.S. for $PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye"
X Link 2023-08-08T21:24Z [----] followers, 14.1K engagements
"Forgot to share this last week while I was en route to my vaca. Spotted a Celeb ship $RCL at an undisclosed location (in the Balkans)"
X Link 2023-09-13T20:30Z [----] followers, [---] engagements
"Another big week @Hedgeye . Busy time for the GLL squad as well. Starts with our Cruise Industry deck tmrw. Critical time to offer up our perspective before earnings szn. $RCL $CCL $NCLH Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season Update $CLL $NCLH $RCL 1/24: @HedgeyeRetail Amer Sports (AS) Pre-IPO Review 1/25: @HedgeyeDC Policy & Politics 1/25: @HoweGeneration All About the https://t.co/VHMTikW0G6 Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season"
X Link 2024-01-22T20:42Z [----] followers, [----] engagements
"@DBclouds99 @Street_Insider @HedgeyeRJM @KeithMcCullough Ok so I guess we'll ignore the other names discussed or the history my team and I have with $EXPE. All good since this is twitter. Sorry you thought the free show was a waste. I'll see if I can get you a refund"
X Link 2024-02-08T22:48Z [----] followers, 16.5K engagements
"@Dynamicbrands Questionable and obv surprising timing for a CEO transition"
X Link 2024-02-08T22:52Z [----] followers, [---] engagements
"@ICstruct @Dynamicbrands Yeah usually. they'll def be buying. I walked through my thinking on the call this AM. Our note and follow ups have more detail but the call comments cover the key points. Still a lot to like here but this one is going to need some time and space imo"
X Link 2024-02-09T19:32Z [----] followers, [--] engagements
"@mchambo72 @KeithMcCullough @HedgeyeDJ We'll try and carve out some time to discuss cruisers tmrw on The Call. $CCL $RCL"
X Link 2024-02-21T02:18Z [----] followers, [----] engagements
"@mchambo72 @KeithMcCullough @HedgeyeDJ Happy to do it. We're staying on top of the fundamentals and KM has the quant overlay"
X Link 2024-02-21T16:50Z [----] followers, [--] engagements
"$DKNG $FLUT $MGM $PENN We Remain Bullish Online Gambling (Despite Negative Headlines) Online gaming stocks got hit with a triple whammy of negative headlines yesterday: ❌NCAA pushing for an all-out ban on player prop bets. ❌Senator Blumenthal pushing for operators to not target problem gamblers (we https://t.co/VBvR6Htoj0 We Remain Bullish Online Gambling (Despite Negative Headlines) Online gaming stocks got hit with a triple whammy of negative headlines yesterday: ❌NCAA pushing for an all-out ban on player prop bets. ❌Senator Blumenthal pushing for operators to not target problem gamblers"
X Link 2024-03-28T20:02Z [----] followers, [---] engagements
"On The Call just now: We walked through the sensitivities and math around fuel price moves vs core operations upside for the cruise stocks. @KeithMcCullough then following up with the risk mgmt. overlay. $RCL $CCL $NCLH"
X Link 2024-04-03T12:03Z [----] followers, [----] engagements
"$VIK trading nicely above the high end of the range. as we expected. Would be more interested in $RCL at these levels though. Cheap w/ ample catalysts"
X Link 2024-05-03T14:20Z [----] followers, [---] engagements
"@SalesQBWilson1 @Hedgeye @KeithMcCullough Little bit of unique situation with Maui and has been ongoing for a while. Just a disaster of a housing crisis and last years tragedy didn't help. For $ABNB data would suggests these small bans aren't having a huge impact. Supply adds are UP nicely YoY"
X Link 2024-05-12T12:29Z [----] followers, 16.2K engagements
"@RadnorCapital Really interesting post w/ good context on the setup from here. Haven't done enough real work on either $SRAD or $GENI but might be a good time to revisit. Thanks for sharing"
X Link 2024-05-15T23:37Z [----] followers, [---] engagements
"Good to see cruisers bouncing back after yesterday's mini freakout following $VIK earnings. We like the space. but our top horse continues to be $RCL"
X Link 2024-05-30T17:38Z [----] followers, [---] engagements
"@JC_Sampognaro @HedgeyeComm @SphereVegas Lots of great golf and hiking in the surrounding area great food around the Strip and off the Strip. Plenty to do. They prefer you drink and gamble but not required to have good time out there"
X Link 2024-06-30T16:06Z [----] followers, [---] engagements
"@LarpDefender @JoshyBeSloshy @HedgeyeREITs lmao. I am not sure what is going on here"
X Link 2024-08-02T15:16Z [----] followers, [---] engagements
"@Dynamicbrands The GOAT of GLL. Followed by $BKNG"
X Link 2024-08-07T14:21Z [----] followers, [---] engagements
"@dsaleminvestor @Hedgeye @KeithMcCullough @HedgeyeDJ Always construction based jobs for me. Fencing misc. GC work but my longest tenured summer job was building above-ground swimming pools (yep). [--] days a week in summer. All cash comp baby. $$$"
X Link 2024-08-08T13:59Z [----] followers, [---] engagements
"@KeithMcCullough The latest weekly Hotel Data = #Quad4"
X Link 2024-08-21T16:38Z [----] followers, 10.6K engagements
"Packed event slate for us @Hedgeye this week. GLL team is hopping in the studio tmrw and then hitting the road over the next few weeks meeting with customers and prospects. NYC CT CHI SF LA and more on the schedule. #BusySzn 📅UPDATED: Upcoming Events @Hedgeye 9/16: $OSK Long Black Book hosted by @HedgeyeIndstrls 9/17: Long $DKNG + $FLUT Black Book hosted by @HedgeyeGLL 9/18: Restaurant Industry Trends Update hosted by @HowardWPenney 9/18: Spanning the Globe w/ Col. Jeff McCausland hosted by https://t.co/UoUotzDeQB 📅UPDATED: Upcoming Events @Hedgeye 9/16: $OSK Long Black Book hosted by"
X Link 2024-09-16T15:58Z [----] followers, 12.5K engagements
"There haven't been many buying opportunities in $FLUT since earnings. This is one of them in our view. We're LIVE. Jenks @HedgeyeGLL with a big "buy it on the open" pick to start the week We're LIVE. Jenks @HedgeyeGLL with a big "buy it on the open" pick to start the week"
X Link 2024-10-14T14:06Z [----] followers, [----] engagements
"Watching this one. $FLUT $DKNG $MGM $CZR $RSI Ohio Online Casino Bill Could Have First Hearing in November https://www.actionnetwork.com/news/ohio-online-casino-bill-could-have-first-hearing-in-november https://www.actionnetwork.com/news/ohio-online-casino-bill-could-have-first-hearing-in-november"
X Link 2024-10-22T11:58Z [----] followers, [---] engagements
"@_Chuck_Hunter Been a good one. I'd prefer $FLUT and $DKNG from here for the NTM but $RSI has been such a horse. Big beneficiary of iCasino growth. For a variety of reasons people are overly focused on OSB and sports outcomes. Meanwhile iCasino off the charts and PROFITABLE"
X Link 2024-10-30T21:44Z [----] followers, [---] engagements
"@_Chuck_Hunter Lot of earnings tonight but I will address $RSI tmrw given we now have some more readthroughs to DK and FD. Will also address that question so more people can hear my thoughts"
X Link 2024-10-30T22:39Z [----] followers, [---] engagements
"$PLNT . 👀👀👀 . @HedgeyeRetail @HedgeyeRetailJM @HedgeyeRetailRW"
X Link 2024-11-07T14:39Z [----] followers, [---] engagements
"Was awesome to work on this one with the team. Paying off today but long term story remains very attractive. $PLNT Best Idea Long Planet Fitness $PLNT out with a very strong quarter and new ATH w/ stock +15%. Beat across the board acceleration in comps and margins raised guide and new $500M buyback authorization. Now we get to see the positive impact from taking up Classic Membership price https://t.co/qLdXUHHRH0 Best Idea Long Planet Fitness $PLNT out with a very strong quarter and new ATH w/ stock +15%. Beat across the board acceleration in comps and margins raised guide and new $500M"
X Link 2024-11-07T15:00Z [----] followers, [---] engagements
"@RadnorCapital @akhenosiris Not seeing much change on my end. the positive is that the market is growing faster so stable share (which i see) = better overall top line and EBITDA potential. BUT not much lift in mkt share. BetMGM still the #3 operator and likely to stay that way"
X Link 2024-12-05T00:13Z [----] followers, [---] engagements
"@Blackmrphophet @MikeJay49 @RadnorCapital I hear ya. $FLUT has been a top pick of ours and only recently shifted $DKNG back above but remain BULLISH on the leaders. BTW this is the opportunity for $DKNG. Close the gap w/ the best. Progress in bball TD parlays etc all likely to help"
X Link 2024-12-20T14:46Z [----] followers, [---] engagements
"@Blackmrphophet @MikeJay49 @RadnorCapital @FanDuel I thought we were talking about their OSB hold rates (GGR / Handle) and closing the gap w/ $FLUT"
X Link 2024-12-20T15:44Z [----] followers, [---] engagements
"1) I am not a $DKNG investor. I cannot and am not involved in any stocks i write research on 2) Using 1mth of data is not really part of my process 3) Did you miss the part where I said $FLUT was also a top idea of mine Probably one of our better calls in a while 4) they're just tickers to me"
X Link 2024-12-20T16:39Z [----] followers, [---] engagements
"@Blackmrphophet @MikeJay49 @RadnorCapital @FanDuel So why not include SEP and NOV or other months $RSI might as well be a different business. A good business but one with decidedly less TAM to build into"
X Link 2024-12-20T16:52Z [----] followers, [---] engagements
"@Blackmrphophet @MikeJay49 @RadnorCapital @FanDuel I never disagreed with you on $FLUT's position as the leader. Just wanted you to show some more data to balance the argument a bit here - thanks for that. I also feel like we're now talking in circles and we probably have better things to do ahead of the wknd"
X Link 2024-12-20T17:18Z [----] followers, [--] engagements
"@JustMike_DE @HedgeyeHC Thanks for flagging. Not really a pure play US gaming etf though. has some random stuff in it. Is going to $TXRH such a vice Maybe in some circles lol"
X Link 2024-12-27T13:21Z [----] followers, [---] engagements
"@brooklynboy436 Narrow list of betting and not a frequently bet product. Would be a HUGE deal if it was a push to ban like passing / rushing yards TDs etc. But sounds like that's not part of the discussion. $DKNG $FLUT etc. will be fine"
X Link 2025-01-02T01:44Z [----] followers, [---] engagements
"@zman14 I like me some anecdotes. thanks. Hopefully just a Monday night thing and not related to recent events"
X Link 2025-01-14T01:03Z [----] followers, [--] engagements
"Solid event for the bookies. $DKNG $FLUT $MGM $CZR $BYD $PENN $RSI The @NevadaGCB released figures today showing that $151.6 Million was wagered in Nevada's [---] Sports Books on this year's Super Bowl. https://t.co/VJkMfedzSO The @NevadaGCB released figures today showing that $151.6 Million was wagered in Nevada's [---] Sports Books on this year's Super Bowl. https://t.co/VJkMfedzSO"
X Link 2025-02-11T20:30Z [----] followers, [----] engagements
"@HedgeyeDJ @KeithMcCullough . solid PP eh bud McDavid concerns to MacKinnon is some video game type stuff 🎮 https://t.co/KqQ09yqxid McDavid concerns to MacKinnon is some video game type stuff 🎮 https://t.co/KqQ09yqxid"
X Link 2025-02-13T01:41Z [----] followers, [---] engagements
"I am convinced that $MAR gave up on its website years ago and only cares about the app (which is also inferior). #WorstWebsiteInTheLeague"
X Link 2025-02-19T19:26Z [----] followers, [---] engagements
"IF true a win-win for $FLUT and $BYD . $FLUT getting ahead of what could have been an even higher price tag come '28 Seems like it. Exclusive: Flutter Entertainment the group behind Paddy Power and Betfair is in advanced talks to buy a further 5pc stake in FanDuel the US-based sports betting company from Boyd Gaming in a deal expected to be worth close to $2bn. An agreement could be announced this week. Exclusive: Flutter Entertainment the group behind Paddy Power and Betfair is in advanced talks to buy a further 5pc stake in FanDuel the US-based sports betting company from Boyd Gaming in a"
X Link 2025-07-10T18:55Z [----] followers, 10.2K engagements
"@JDMMIG If there's China macro support i think $WYNN $LVS and $MLCO would work. $MLCO likely a share gainer right now. Lot of torque in that one"
X Link 2025-07-18T13:17Z [----] followers, [--] engagements
"$CCL our preferred but we do like $RCL as noted and reiterated this AM. Even $NCLH (the YTD laggard) proving our view that Cruise Travel & Leisure category for yet another year. Jenks @HedgeyeGLL reiterating the $RCL Buy Signal this morning McGough @HedgeyeRetail pitching a management team that hates on him lol Jenks @HedgeyeGLL reiterating the $RCL Buy Signal this morning McGough @HedgeyeRetail pitching a management team that hates on him lol"
X Link 2025-07-31T14:05Z [----] followers, [---] engagements
"Not many think of $BYD as a hot stock pick. but we have and we still do. Jenks @HedgeyeGLL leads off with a super hot stock pick that keeps working $BYD Jenks @HedgeyeGLL leads off with a super hot stock pick that keeps working $BYD"
X Link 2025-08-06T12:29Z [----] followers, [----] engagements
"@KeithMcCullough Deep Dive Fundamental Research + KM Signal Strength & Macro Overlay = Sweet Spot for stock ideas"
X Link 2024-02-28T00:00Z [----] followers, [---] engagements
"@KeithMcCullough @DKSportsbook Major push from $DKNG and $FLUT to increase #velocity of play. Long term very good business for them and fun for us :)"
X Link 2024-09-13T11:45Z [----] followers, [---] engagements
"@Maksim_P_M @Hedgeye Overlaps with $FLUT Investor Day and travel this week. We should be back next wk w/ a follow up on $CCL and other items"
X Link 2024-09-24T00:05Z [----] followers, [---] engagements
"Important development. Monitoring this closely. $DKNG $FLUT $MGM $CZR $PENN $BYD Exclusive: Gov. Greg Abbott says he supports Texas legalizing sports gambling via @houstonchron https://www.houstonchronicle.com/politics/texas/article/sports-betting-greg-abbott-20146551.phputm_campaign=CMS%20Sharing%20Tools%20(Premium)&utm_source=t.co&utm_medium=referral https://www.houstonchronicle.com/politics/texas/article/sports-betting-greg-abbott-20146551.phputm_campaign=CMS%20Sharing%20Tools%20(Premium)&utm_source=t.co&utm_medium=referral"
X Link 2025-02-05T00:23Z [----] followers, [----] engagements
"After a tough NFL season for the books Super Bowl delivered big time. $FLUT off the charts. $DKNG not too bad either NYS wagering figures for #SuperBowlLIX https://t.co/UO9Wq439IO NYS wagering figures for #SuperBowlLIX https://t.co/UO9Wq439IO"
X Link 2025-02-13T17:14Z [----] followers, [----] engagements
"IT was true. $1.755Bn deal. $BYD gets the cash + long term commit. $FLUT removes a small overhang and secures immediate mkt access savings. Creates value for both sides. Update your models friends :). IF true a win-win for $FLUT and $BYD . $FLUT getting ahead of what could have been an even higher price tag come '28 Seems like it. IF true a win-win for $FLUT and $BYD . $FLUT getting ahead of what could have been an even higher price tag come '28 Seems like it"
X Link 2025-07-10T21:15Z [----] followers, [----] engagements
"@ZodiacCapital33 @KeithMcCullough @YouTube You mean a balanced diet of Cheerios is not traditional lol. Always fun on our AM call"
X Link 2025-10-02T12:22Z [----] followers, [--] engagements
"Miley Cyrus used to (still does) sing about the Party in the USA. After soft year across many lodging markets (incl. LV) we're looking for where the Party is headed in '26. Tune in Fri $MGM $WYNN $CZR $HST $PK $PEB and more https://x.com/Hedgeye/status/1975606490041098486 https://x.com/Hedgeye/status/1975606490041098486"
X Link 2025-10-07T17:04Z [----] followers, [---] engagements
"@HEDigitalAssets @HedgeyeFins @HedgeyeChips Poly and much more imo. Will be significant integration potential with $DKNG $FLUT et al down the line"
X Link 2025-10-17T18:00Z [----] followers, [---] engagements
"@OSA_Rochester @jasonfromDTX You got it. we'll hit on the big stuff from this week. MLB has implications too"
X Link 2025-11-03T12:44Z [----] followers, [--] engagements
"@WBPetersen Sorta like $GENI I guess Thanks for passing along sir"
X Link 2025-12-26T14:35Z [----] followers, [--] engagements
"@StockJabber Is it Can kalshi bonus up VIPs and bettors the same way a book can Sorry "traders". Last I checked they have a lot less flexibility to do so. Free hoodies aren't going to move the needle"
X Link 2026-01-06T21:03Z [----] followers, [---] engagements
"They want both promos & price and Kalshi can't compete on one (promos) and hasn't effectively competed on the other (price when factoring in the fees). Casual bettors also want product depth and Kalshi et al haven't really competed there either (parlays remain 5% of cash handle). https://twitter.com/i/web/status/2008692653320253812 https://twitter.com/i/web/status/2008692653320253812"
X Link 2026-01-07T00:10Z [----] followers, [--] engagements
"@AltayCapital @StockJabber There's always competition (regular bookies offshore sites e.g. stake). Also where's the impact DK's handle revs and parlay penetration accelerating in Q4. They and FLUT are in the fight on PMs and evolving on core OSB product daily/wkly/mthly"
X Link 2026-01-07T00:32Z [----] followers, [--] engagements
"If DKNG and FLUT were sitting on their hands and watching this user acquisition opp pass them by then i may agree with u but they're in the mix and will invest incrementally while the core product continues to grow. it's all a means to get users into the product they clearly have a preference for (traditional OSB) and yes im sure PMs will evolve but so will the OSB industry and they have massive head start with proper branding distribution and a lot of cross sell experience. UK/Europe margins are much higher than the US and that's despite all the waves of competition. Problem over there is"
X Link 2026-01-07T01:29Z [----] followers, [--] engagements
"Let's annualize "volumes" at the literal peak of sports betting szn LOL. We've crossed $100B in annualized volume Next stop: $1T https://t.co/4CH3FUapKr We've crossed $100B in annualized volume Next stop: $1T https://t.co/4CH3FUapKr"
X Link 2026-01-07T13:31Z [----] followers, [----] engagements
"@PJM5405 Nice Should be some other good ideas for '26. Including $VIK which has a lot more to go"
X Link 2025-12-12T18:06Z [----] followers, [--] engagements
"Alfonso does exceptional work. We agree with the assessment for DEC / Q4. Consensus needs to start bringing up numbers. Plenty of '26 guidance jitters these last few days impacting the stocks but we continue to like the setup. $DKNG $FLUT $MGM $CZR Well I've got December in the books based on channel checks and some offshore datapoints. sounds/looks like it was a strong month to close out the quarter. My 4Q25 gross hold estimate is 10.7%. below are proprietary monthly and quarterly historical forecasts vs actuals. If https://t.co/NDCavuVAAp Well I've got December in the books based on channel"
X Link 2026-01-08T14:42Z [----] followers, [---] engagements
"This is a development worth watching. Other states looking to leverage the MA case. Keep eye on this. $DKNG $FLUT $MGM $CZR JUST IN: Massachusetts ruling against Kalshi has been filed in the Third Circuit appeal as supplemental authority in support of New Jersey's quest to vacate the preliminary injunction entered against it. https://t.co/5GqAd1EUXA JUST IN: Massachusetts ruling against Kalshi has been filed in the Third Circuit appeal as supplemental authority in support of New Jersey's quest to vacate the preliminary injunction entered against it. https://t.co/5GqAd1EUXA"
X Link 2026-01-22T18:03Z [----] followers, [----] engagements
"@ShakeShamrock1 Always dead zone after Super Bowl but convention biz is rocking to start the year. leisure's return is more of a Q2 thing. Positive 2nd derivative already well in motion for the mkt"
X Link 2026-02-11T12:13Z [----] followers, [--] engagements
"Always fun always high energy always coaching and forever my mentor and great friend. Thank you Todd for everything. May God bless Todd and his entire family ❤"
X Link 2023-12-18T17:47Z [----] followers, 36K engagements
"Tragic News About Todd Jordan My Friend & Mentor In Memoriam: Honoring the Life and Legacy of Todd Jordan It is with unspeakable sadness and the heaviest of hearts that we share the devastating news of Todd Jordan's sudden and unexpected passing. We are shattered and shaken by this loss. Todd was a dear friend to all of us at https://t.co/Bef83Gadtr In Memoriam: Honoring the Life and Legacy of Todd Jordan It is with unspeakable sadness and the heaviest of hearts that we share the devastating news of Todd Jordan's sudden and unexpected passing. We are shattered and shaken by this loss. Todd"
X Link 2023-12-18T13:18Z [----] followers, 12K engagements
"In Memoriam: Honoring the Life and Legacy of Todd Jordan It is with unspeakable sadness and the heaviest of hearts that we share the devastating news of Todd Jordan's sudden and unexpected passing. We are shattered and shaken by this loss. Todd was a dear friend to all of us at Hedgeye and an esteemed colleague. The pain is immeasurable and our hearts ache with grief. We are still in shock and struggling to come to terms with the reality of his absence. As a cornerstone of our firm since its inception Todd was not only an exceptional analyst but also a pivotal force as the head of our Gaming"
X Link 2023-12-18T13:13Z 225.8K followers, 130.1K engagements
"Per usual Jonesy with great words. Reflecting on the amazing person that is Todd Jordan. Thanks @HedgeyeDJ It's been a sad week for the Hedgeye family. I had the pleasure of having the office next to Todd for more than a decade. I learned a lot from him over the years which is hard to put into a tweet but: [--]. It isn't a martini if it doesn't have gin. [--]. The house always wins (he https://t.co/kDgUQzVLfb It's been a sad week for the Hedgeye family. I had the pleasure of having the office next to Todd for more than a decade. I learned a lot from him over the years which is hard to put into a"
X Link 2023-12-19T18:05Z [----] followers, [----] engagements
"It's been a sad week for the Hedgeye family. I had the pleasure of having the office next to Todd for more than a decade. I learned a lot from him over the years which is hard to put into a tweet but: [--]. It isn't a martini if it doesn't have gin. [--]. The house always wins (he was a gaming guru afterall). Since meeting Todd my bets in any casino were always limited . . . unless he was at the table. [--]. Attention to detail matters. He was an excellent analyst for many reasons but a big one was his focus on the detail of what he wrote modelled and valued. [--]. Family first. My becoming a parent was"
X Link 2023-12-19T15:04Z 35.1K followers, 42.2K engagements
"* Carnival Cruise Line reports one-week period of March 28-3-Apr was busiest booking week in the company's history $CCL $RCL $NCLH"
X Link 2022-04-04T21:17Z [----] followers, [--] engagements
"Figured I'd see what this twitter thing is all about. Look forward to talking GLL stocks markets and whatever else you all do here. Help get the word out. I am now #Live on the twitters Cc: @HedgeyeSnakeye @HedgeyeComm @Hedgeye @KeithMcCullough @HedgeyeChina"
X Link 2022-04-01T13:09Z [----] followers, [--] engagements
"KM with some key points on Gold. My gold position has been good to me over the LTM. sounds like it could get even better. @KeithMcCullough This Signal Is (Very) Bullish For Gold Hedgeye CEO @KeithMcCullough remains bullish on Gold and highlights three bullish signals for the precious metal. 🎯 Watch the full clip: https://t.co/BWcigWpHWj https://t.co/jGX7TjNhk8 This Signal Is (Very) Bullish For Gold Hedgeye CEO @KeithMcCullough remains bullish on Gold and highlights three bullish signals for the precious metal. 🎯 Watch the full clip: https://t.co/BWcigWpHWj https://t.co/jGX7TjNhk8"
X Link 2023-06-15T20:35Z [----] followers, 21K engagements
"This Signal Is (Very) Bullish For Gold Hedgeye CEO @KeithMcCullough remains bullish on Gold and highlights three bullish signals for the precious metal. 🎯 Watch the full clip: https://app.hedgeye.com/insights/135105-the-macro-showtype=macro%2Chedgeye-tv https://app.hedgeye.com/insights/135105-the-macro-showtype=macro%2Chedgeye-tv"
X Link 2023-06-15T19:51Z 225.8K followers, 91.4K engagements
"$CHH has an organic growth problem.so they bought Radisson which is proving growth dilutive.and now as competitive pressures intensify and they lap the Radisson deal.they look to buy more growth. @HedgeyeSnakeye and I remain bearish on $CHH. More to come on this. SCOOP: Choice Hotels is seeking to buy Wyndham Hotels & Resorts in deal that would create one of the biggest budget hotel owners in the country. $CHH $WH https://t.co/D0VlWOf3Wp SCOOP: Choice Hotels is seeking to buy Wyndham Hotels & Resorts in deal that would create one of the biggest budget hotel owners in the country. $CHH $WH"
X Link 2023-05-23T19:32Z [----] followers, 24.8K engagements
"SCOOP: Choice Hotels is seeking to buy Wyndham Hotels & Resorts in deal that would create one of the biggest budget hotel owners in the country. $CHH $WH https://www.wsj.com/articles/choice-hotels-seeks-to-buy-wyndham-hotels-resorts-92019f6b https://www.wsj.com/articles/choice-hotels-seeks-to-buy-wyndham-hotels-resorts-92019f6b"
X Link 2023-05-23T18:01Z 28.9K followers, 32.8K engagements
"Big deal here. Not just for restaurants but for other discretionary buckets too. Don't believe this is "baked in the numbers" either. "When millennials and Gen Z have to start paying student loans again $SHAK $SG and $CMG will feel that headwind." @HowardWPenney "I almost didn't even believe how much of a contribution that was to consumption growth." @KeithMcCullough Join The Call: https://t.co/xEnprXbFFr https://t.co/h4HcmfRo61 "When millennials and Gen Z have to start paying student loans again $SHAK $SG and $CMG will feel that headwind." @HowardWPenney "I almost didn't even believe how"
X Link 2023-05-18T12:15Z [----] followers, 13.2K engagements
""When millennials and Gen Z have to start paying student loans again $SHAK $SG and $CMG will feel that headwind." @HowardWPenney "I almost didn't even believe how much of a contribution that was to consumption growth." @KeithMcCullough Join The Call: https://info.hedgeye.com/TCNY https://info.hedgeye.com/TCNY"
X Link 2023-05-18T12:08Z 13.9K followers, 31.9K engagements
"Following up on this week's morning call commentary. Business travel recovery expectations ratcheting back. Note the downshift over the last 2yrs -- no bueno. @HedgeyeSnakeye @Hedgeye @KeithMcCullough"
X Link 2023-04-13T19:51Z [----] followers, 24.9K engagements
"Not a great look here for ESPN Bet - avoiding a standard industry practice. Cc: @HedgeyeSnakeye ESPN BET under fire for not honoring pushes with worst house rule ever https://t.co/bA1QspkW7j https://t.co/ah9K8BTcwA ESPN BET under fire for not honoring pushes with worst house rule ever https://t.co/bA1QspkW7j https://t.co/ah9K8BTcwA"
X Link 2023-11-29T12:09Z [----] followers, 13.3K engagements
"ESPN BET under fire for not honoring pushes with worst house rule ever https://trib.al/zD0hZaD https://trib.al/zD0hZaD"
X Link 2023-11-29T07:31Z 3.6M followers, 75.2K engagements
"Just coming up for air after an extremely busy two weeks of deep dive work on the OTA / Leisure travel space. Interesting times for what seems to be the most controversial space in our coverage -- lots of opportunity out there $EXPE $BKNG $ABNB"
X Link 2022-06-03T15:30Z [----] followers, [--] engagements
"A LOT to consider on this. and we will do just that. Tune in for The Call tmrw to get our more in depth thoughts. No dog in the $PENN race as of today but we've been very active on other names potentially implicated here. $PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye @HedgeyeGLL Here are the details 👇 Exclusive Right to the #1 U.S. Sports Brand: PENN has secured the exclusive right to the ESPN Bet trademark for OSB in the U.S. for $PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye"
X Link 2023-08-08T21:24Z [----] followers, 14.1K engagements
"$PENN $DIS Parterning to Launch #ESPNBet Portnoy out. PENN found a better dance partner. @HedgeyeSnakeye @HedgeyeGLL Here are the details 👇 Exclusive Right to the #1 U.S. Sports Brand: PENN has secured the exclusive right to the ESPN Bet trademark for OSB in the U.S. for an initial 10-year term which may be extended for an additional [--] years upon mutual agreement Launch of ESPN Bet: The online Barstool Sportsbook will be rebranded ESPN Bet in the Fall of 2023; theScore Bet will continue to operate in Canada Deep Integration: ESPN Bet operated by PENN Interactive will benefit from exclusive"
X Link 2023-08-08T21:10Z 35.7K followers, 40.9K engagements
"We're almost through Phase [--] of the earnings szn gauntlet. Lot of pin action across the GLL space with some key names of ours reporting this week - $TRIP $MAR $HST and $DKNG @HedgeyeSnakeye @Hedgeye"
X Link 2023-02-17T15:07Z [----] followers, 11K engagements
"People are ready to roll. I don't blame. Need cross border restrictions to loosen and the "reopening" for leisure travel will really be firing on all cylinders -- it's on the come we think. $EXPE $BKNG $ABNB Flight Search Trends Are Unequivocally Higher 'We think the leisure industry will have a compelling story to tell in the coming weeks as earnings start to roll in." via @HedgeyeSnakeye & @HedgeyeGLL https://t.co/qFoAFoeGro Flight Search Trends Are Unequivocally Higher 'We think the leisure industry will have a compelling story to tell in the coming weeks as earnings start to roll in." via"
X Link 2022-04-19T02:41Z [----] followers, [--] engagements
"Flight Search Trends Are Unequivocally Higher 'We think the leisure industry will have a compelling story to tell in the coming weeks as earnings start to roll in." via @HedgeyeSnakeye & @HedgeyeGLL https://app.hedgeye.com/feed_items/115167with_category=17-insights https://app.hedgeye.com/feed_items/115167with_category=17-insights"
X Link 2022-04-18T22:43Z 225.8K followers, [--] engagements
"Sports betting can be emotional and fun. don't do emotional things with your hard earned $. Those funds are not to be treated like the dwindling funds in my $DKNG account. A fun back and forth with KM before we got into the real work. Exclusively on The Call 🏈💸Leave Gambling Out of Your Investment Strategy "Gambling if it's for entertainment can be fun and emotional. But if you're doing that with our Risk Ranges and full-investing cycle process you're completely going to get killed. We're not trying to win lotteries here https://t.co/ZFaW5EW4wi 🏈💸Leave Gambling Out of Your Investment"
X Link 2024-01-09T23:06Z [----] followers, [----] engagements
"🏈💸Leave Gambling Out of Your Investment Strategy "Gambling if it's for entertainment can be fun and emotional. But if you're doing that with our Risk Ranges and full-investing cycle process you're completely going to get killed. We're not trying to win lotteries here today." Long odds can make for a fun football wager but @KeithMcCullough and @HedgeyeGLL explain why there's no room for gambling when it comes to a successful risk management strategy"
X Link 2024-01-09T18:15Z 225.8K followers, 11.6K engagements
"@DBclouds99 @Street_Insider @HedgeyeRJM @KeithMcCullough Ok so I guess we'll ignore the other names discussed or the history my team and I have with $EXPE. All good since this is twitter. Sorry you thought the free show was a waste. I'll see if I can get you a refund"
X Link 2024-02-08T22:48Z [----] followers, 16.5K engagements
"Nice day for the Macau stocks w/ @Hedgeye Investing Ideas name $MLCO leading the pack on strong fwd commentary + improving Macau #'s @KeithMcCullough and co.'s macro themes playing through in real time. Economic & Fundamental data #Divergence"
X Link 2023-03-01T14:54Z [----] followers, [----] engagements
"Not that the markets care atm but this is a big deal for travel. OTAs airlines and hotels to benefit. #CrossBorder vector has been slow to recover. $EXPE $BKNG $ABNB $JETS YES BREAKING: U.S. to End Covid Test Requirement for Incoming Air Travelers starting this Sunday: https://t.co/jejcEHhWkZ via @Skift YES BREAKING: U.S. to End Covid Test Requirement for Incoming Air Travelers starting this Sunday: https://t.co/jejcEHhWkZ via @Skift"
X Link 2022-06-10T14:25Z [----] followers, [--] engagements
"YES BREAKING: U.S. to End Covid Test Requirement for Incoming Air Travelers starting this Sunday: via @Skift https://skift.com/2022/06/10/u-s-to-end-covid-test-requirement-for-incoming-air-travelers/ https://skift.com/2022/06/10/u-s-to-end-covid-test-requirement-for-incoming-air-travelers/"
X Link 2022-06-10T14:22Z 37K followers, [--] engagements
"Catalyst for Q2 calls and prints. The return of cross border / transatlantic UNITED AIRLINES - IN [--] HOURS SINCE TESTING REQUIREMENT CHANGES WERE ANNOUNCED CO HAS ALREADY SEEN MORE THAN [---] MLN SEARCHES FOR INTERNATIONAL TRAVEL $UAL UNITED AIRLINES - IN [--] HOURS SINCE TESTING REQUIREMENT CHANGES WERE ANNOUNCED CO HAS ALREADY SEEN MORE THAN [---] MLN SEARCHES FOR INTERNATIONAL TRAVEL $UAL"
X Link 2022-06-13T21:20Z [----] followers, [--] engagements
"UNITED AIRLINES - IN [--] HOURS SINCE TESTING REQUIREMENT CHANGES WERE ANNOUNCED CO HAS ALREADY SEEN MORE THAN [---] MLN SEARCHES FOR INTERNATIONAL TRAVEL $UAL"
X Link 2022-06-13T21:14Z 1.2M followers, [----] engagements
"Love seeing different schools up here. GLL's all star summer intern out of SUNY Binghamton leading the charge 💪 Students. get involved @Hedgeye #STUDENTS Here's our latest Top [--] Colleges (who've signed up for Hedgeye) @SUNY @UNC @MarquetteU *Reminder: we give a #Student Subscription for FREE here and it's a valuable education https://t.co/pu9jGuBTqk https://t.co/YUQcUmAwSM #STUDENTS Here's our latest Top [--] Colleges (who've signed up for Hedgeye) @SUNY @UNC @MarquetteU *Reminder: we give a #Student Subscription for FREE here and it's a valuable education https://t.co/pu9jGuBTqk"
X Link 2023-12-11T00:54Z [----] followers, 11.2K engagements
"#STUDENTS Here's our latest Top [--] Colleges (who've signed up for Hedgeye) @SUNY @UNC @MarquetteU *Reminder: we give a #Student Subscription for FREE here and it's a valuable education https://info.hedgeye.com/students-register-free https://info.hedgeye.com/students-register-free"
X Link 2023-12-10T23:06Z 290.2K followers, 31.4K engagements
"15 earnings reports in calls in the 48hrs. Absolutely insane and I am just coming up for air. On balance a pretty solid earnings season for us but now the real work starts. Cc: @HedgeyeSnakeye"
X Link 2023-05-05T14:25Z [----] followers, [----] engagements
"A must watch no doubt. KM bringing the heat @KeithMcCullough @Hedgeye WATCH The State. The Elites. (The Rest of Us) 🔥 🔊 If youve read @Peter_Turchins End Times." He nails this. Ive cited it a bunch of times. He nails this. And so does my partner Neil Howe @HoweGeneration in "The Fourth Turning Is Here." The future's not bright for https://t.co/DwxKHP6wXf WATCH The State. The Elites. (The Rest of Us) 🔥 🔊 If youve read @Peter_Turchins End Times." He nails this. Ive cited it a bunch of times. He nails this. And so does my partner Neil Howe @HoweGeneration in "The Fourth Turning Is Here." The"
X Link 2023-11-08T11:30Z [----] followers, 11.8K engagements
"WATCH The State. The Elites. (The Rest of Us) 🔥 🔊 If youve read @Peter_Turchins End Times." He nails this. Ive cited it a bunch of times. He nails this. And so does my partner Neil Howe @HoweGeneration in "The Fourth Turning Is Here." The future's not bright for America on this front. Because you have the Statethe State being the political edifice that told you that inflation is nothing that you should worry about. That you're not going to have a recession. That's the Statethe same State that is spending and spending and spending your future on a deficit and by the way the government could"
X Link 2023-11-07T20:10Z 225.8K followers, 145.3K engagements
"Hat tip to $MAR for running a solid call. Plenty of non-answers but they had a good day. With RevPAR momentum and non-RevPAR fees (credit card fees mostly) still growing solidly the real issues we see in NUG are masked for now but that will change in 2H and '24"
X Link 2023-05-02T14:03Z [----] followers, 11.8K engagements
"Faxing them over to you shortly. More to do but I like how the deck is shaping up. #Macau has been a hot topic with clients and deservingly so. A LOT of cross currents (and opportunity). Hey @HedgeyeGLL how are those #Macau slides coming Hey @HedgeyeGLL how are those #Macau slides coming"
X Link 2023-06-05T18:34Z [----] followers, 13.2K engagements
"Hey @HedgeyeGLL how are those #Macau slides coming"
X Link 2023-06-05T17:28Z [----] followers, 14K engagements
"Another top event coming to you from @Hedgeye . and yep it's free of charge. Great lineup per usual. LET THE SUMMIT BEGIN We are super excited to announce our 9th "Hedgeye Investing Summit" hosted by @KeithMcCullough We are certain this will be the most actionable + insightful + entertaining content you will find anywhere Register for free access: https://t.co/Ne5t6txoo2 https://t.co/fNxie49Ocy LET THE SUMMIT BEGIN We are super excited to announce our 9th "Hedgeye Investing Summit" hosted by @KeithMcCullough We are certain this will be the most actionable + insightful + entertaining content"
X Link 2022-10-05T11:00Z [----] followers, [--] engagements
"LET THE SUMMIT BEGIN We are super excited to announce our 9th "Hedgeye Investing Summit" hosted by @KeithMcCullough We are certain this will be the most actionable + insightful + entertaining content you will find anywhere Register for free access: https://bit.ly/3CuvEPM https://bit.ly/3CuvEPM"
X Link 2022-10-04T20:08Z 225.8K followers, [---] engagements
"$CZR adding to the list of Las Vegas beats. $MGM is outperforming we think but confirmation that this market is just built different. @HedgeyeSnakeye good to see $MGM rally back today but stock is stupid cheap vs catalysts and growth ahead this yr and next"
X Link 2023-05-02T20:33Z [----] followers, [----] engagements
"Some fresh data via the #JobsReport today that has implications for hotels. Wage growth (YoY and vs '19) still tracking way ahead of ADR growth (room rates) for higher end biz focused hotels. Something to monitor for '22 / '23 estimates"
X Link 2022-04-01T14:30Z [----] followers, [--] engagements
"Busy AM of GLL earnings -- @HedgeyeSnakeye ran through our post-game notes on The Call for $EXPE $RHP $MGM and $HLT A LOT to like in some of our top ideas including a few of the above but TBD on market reactions"
X Link 2022-05-03T12:48Z [----] followers, [--] engagements
"The hype is certainly real re: Miami. Awesome day of client meetings followed by a great #HedgeyeRegional event yesterday. Productive engaging and fun. Back to the grind - new events and earnings szn prep @Hedgeye @HedgeyeSnakeye"
X Link 2023-01-25T18:12Z [----] followers, [----] engagements
"Phase [--] of the earnings szn gauntlet now in the past. I am going to work on providing more real time tweets (still new here). Another week of decent sized moves across the GLL space - as always"
X Link 2023-02-24T20:49Z [----] followers, [----] engagements
"Always fun chatting with my teammates Talked all things GLL. Could have probably gone for 2-3hrs but we'll be back for a follow up :) Our introductory series continues with @HedgeyeSnakeye & @HedgeyeGLL in season [--] Episode [--] Investing in GLL: House Rules with Todd Jordan and Sean Jenkins Listen on $AAPL $SPOT or right here. We discussed $BKNG $HLT $MAR $EXPE $HST $BYD https://t.co/btGTzlJnvd Our introductory series continues with @HedgeyeSnakeye & @HedgeyeGLL in season [--] Episode [--] Investing in GLL: House Rules with Todd Jordan and Sean Jenkins Listen on $AAPL $SPOT or right here. We"
X Link 2023-10-14T16:31Z [----] followers, [----] engagements
"Our introductory series continues with @HedgeyeSnakeye & @HedgeyeGLL in season [--] Episode [--] Investing in GLL: House Rules with Todd Jordan and Sean Jenkins Listen on $AAPL $SPOT or right here. We discussed $BKNG $HLT $MAR $EXPE $HST $BYD"
X Link 2023-10-14T13:01Z 10.6K followers, [----] engagements
"Discussed on The Call this AM. flight searches perking back up in the US (dom + intl flights). All data compared vs '19 levels"
X Link 2022-04-04T13:13Z [----] followers, [--] engagements
"Join in on The Call And no despite the appearance I am not here to sell you a timeshare unit. What a beaut @HedgeyeGLL Listen to The Call HERE: https://t.co/JKp34uAjKl What a beaut @HedgeyeGLL Listen to The Call HERE: https://t.co/JKp34uAjKl"
X Link 2022-10-27T12:34Z [----] followers, [--] engagements
"What a beaut @HedgeyeGLL Listen to The Call HERE: http://info.hedgeye.com/TheCall1 http://info.hedgeye.com/TheCall1"
X Link 2022-10-27T12:13Z 225.8K followers, [--] engagements
"@mchambo72 @KeithMcCullough @HedgeyeDJ We'll try and carve out some time to discuss cruisers tmrw on The Call. $CCL $RCL"
X Link 2024-02-21T02:18Z [----] followers, [----] engagements
"$DKNG stealing the show today after the call. Rev growth acceleration and beat. Guidance increase and more confirmation that the story is on track. There are legs to this story that have not yet played out. Stock could go higher"
X Link 2023-05-05T14:25Z [----] followers, [----] engagements
"Rob has been on this $MPW sht show for a while now. Pay attention 👇 How is it possible that $MPW did not disclose with 2Q23 earnings the 7.20.23 order from CA around PHP The key question from here is what does the CA order around Prospect / PHP mean for other parts of the deal particularly the CT sale And also is this the "F" word How is it possible that $MPW did not disclose with 2Q23 earnings the 7.20.23 order from CA around PHP The key question from here is what does the CA order around Prospect / PHP mean for other parts of the deal particularly the CT sale And also is this the "F" word"
X Link 2023-08-18T14:28Z [----] followers, [----] engagements
"How is it possible that $MPW did not disclose with 2Q23 earnings the 7.20.23 order from CA around PHP The key question from here is what does the CA order around Prospect / PHP mean for other parts of the deal particularly the CT sale And also is this the "F" word"
X Link 2023-08-18T14:15Z 16.9K followers, 19.3K engagements
"And one of them is in GLL. @HedgeyeSnakeye Awesome back and forth here from @Mike_Taylor1972 and @KeithMcCullough Mike T hitting on two of his #MaxPainTrades right now watch live: https://t.co/wiBgRAZwMR Mike T hitting on two of his #MaxPainTrades right now watch live: https://t.co/wiBgRAZwMR"
X Link 2022-04-11T17:52Z [----] followers, [--] engagements
"Mike T hitting on two of his #MaxPainTrades right now watch live: http://bit.ly/3Ky8hq6 http://bit.ly/3Ky8hq6"
X Link 2022-04-11T17:46Z 225.8K followers, [--] engagements
"For those on the The Call this AM. $MLCO printed and hosted a conf call after it was our turn to speak. Would have otherwise commented on it. Takeaway is unchanged -- Macau trending in the right direction"
X Link 2023-03-01T14:56Z [----] followers, [----] engagements
"Amazing content on tap @Hedgeye this week LFG 🚨 GAME ON @KeithMcCullough goes 1-on-1 with the smartest minds in investing: @Mike_Taylor1972 @Jkylebass @DiMartinoBooth @DrPippaM @biancoresearch Buddy Carter Mike Green @profplum99 Carson Block @muddywatersre Jim Chanos @WallStCynic GET FREE ACCESS: https://t.co/g0FaHo1jV5 https://t.co/D83LNAWSKf 🚨 GAME ON @KeithMcCullough goes 1-on-1 with the smartest minds in investing: @Mike_Taylor1972 @Jkylebass @DiMartinoBooth @DrPippaM @biancoresearch Buddy Carter Mike Green @profplum99 Carson Block @muddywatersre Jim Chanos @WallStCynic GET FREE ACCESS:"
X Link 2022-04-11T00:16Z [----] followers, [--] engagements
"🚨 GAME ON @KeithMcCullough goes 1-on-1 with the smartest minds in investing: @Mike_Taylor1972 @Jkylebass @DiMartinoBooth @DrPippaM @biancoresearch Buddy Carter Mike Green @profplum99 Carson Block @muddywatersre Jim Chanos @WallStCynic GET FREE ACCESS: http://bit.ly/3x4IQsh http://bit.ly/3x4IQsh"
X Link 2022-04-06T18:41Z 225.8K followers, [---] engagements
"RE: market reactions. having @KeithMcCullough and team's perspective is critical rn. at very minimum you'll keep your sanity as an analyst. ha"
X Link 2022-05-03T13:01Z [----] followers, [--] engagements
"lmao. trying my best to keep it PG-13. A day in the @Hedgeye Boston office keeps you on your toes. Between the A/C that sounds like a tornado hitting and @HedgeyeGLL yelling random profanities while listening to earnings calls can't let your guard down. A day in the @Hedgeye Boston office keeps you on your toes. Between the A/C that sounds like a tornado hitting and @HedgeyeGLL yelling random profanities while listening to earnings calls can't let your guard down"
X Link 2022-08-02T13:35Z [----] followers, [--] engagements
"A day in the @Hedgeye Boston office keeps you on your toes. Between the A/C that sounds like a tornado hitting and @HedgeyeGLL yelling random profanities while listening to earnings calls can't let your guard down"
X Link 2022-08-02T13:02Z [----] followers, [--] engagements
"Hotel REITs (ex. $RHP) hung in a little better than we would have expected following some big whiffs on guidance and pretty uninspiring conference calls. Still like many of these on the Short side. In fairness stocks were down big into this wk"
X Link 2023-02-24T20:50Z [----] followers, [----] engagements
"Vegas baby This is going to epic for those in attendance. @HedgeyeSnakeye preso will be action packed but he'll also be rocking the craps tables too. Get those tickets booked asap Las Vegas here we come 🎰🎲 Join us Tuesday Sept. [--]. 📈9am-5pm: Exclusive presentations from the Hedgeye research team 🍻Happy hour with @KeithMcCullough and #HedgeyeNation 🍽Private dinners with our analysts Our special "Early Bird All Access" ticket pricing expires https://t.co/R7xEX194fM Las Vegas here we come 🎰🎲 Join us Tuesday Sept. [--]. 📈9am-5pm: Exclusive presentations from the Hedgeye research team"
X Link 2023-08-10T18:39Z [----] followers, 11.9K engagements
"Las Vegas here we come 🎰🎲 Join us Tuesday Sept. [--]. 📈9am-5pm: Exclusive presentations from the Hedgeye research team 🍻Happy hour with @KeithMcCullough and #HedgeyeNation 🍽Private dinners with our analysts Our special "Early Bird All Access" ticket pricing expires soon (save 25%). Join us in Vegas 👇👇👇 https://www.hedgeyeregional.com/lasvegas https://www.hedgeyeregional.com/lasvegas"
X Link 2023-08-10T18:13Z 225.8K followers, 59.4K engagements
"Pro and Inst. subs should have an invite link hitting inboxes shortly. fire away in the Q&A section"
X Link 2022-05-10T17:51Z [----] followers, [--] engagements
"I am smarter than that. Will be hedging my Pats bets w/ B's and Celtics wagers too. Baker signs SB bill. Big party in the @Hedgeye Boston office today hopefully it goes live after NFL szn so @HedgeyeGLL won't blow his bonus on the @Patriots https://t.co/CGdJvgPKQ1 Baker signs SB bill. Big party in the @Hedgeye Boston office today hopefully it goes live after NFL szn so @HedgeyeGLL won't blow his bonus on the @Patriots https://t.co/CGdJvgPKQ1"
X Link 2022-08-11T15:11Z [----] followers, [--] engagements
"Baker signs SB bill. Big party in the @Hedgeye Boston office today hopefully it goes live after NFL szn so @HedgeyeGLL won't blow his bonus on the @Patriots https://www.nbcboston.com/news/local/baker-signs-sports-betting-mental-health-bills/2804956/_osource=db_npd_nbc_wbts_twt_shr https://www.nbcboston.com/news/local/baker-signs-sports-betting-mental-health-bills/2804956/_osource=db_npd_nbc_wbts_twt_shr"
X Link 2022-08-11T14:11Z [----] followers, [--] engagements
"As discussed on #TheCall this AM by @HedgeyeSnakeye -- the Las Vegas Strip is in for a big week / weekend. The @NFLDraft is going to be huge (yuge) for visitation & RevPAR. Providing a nice contribution to Q2 and full year"
X Link 2022-04-25T14:56Z [----] followers, [--] engagements
"Yup that's what it's looking like. Good discussion this AM on The Call. Just publish our Research Round Up from our OTA themes deck. check those inboxes Pro Subs "Robust and stable realized demand + elevated but stable bookings + accelerating ADRs = accelerating revenue growth. Thats the formula on tap for the alternative accommodation (AA) into the summer 22." via @HedgeyeSnakeye & @HedgeyeGLL https://t.co/DA25vv1jrM "Robust and stable realized demand + elevated but stable bookings + accelerating ADRs = accelerating revenue growth. Thats the formula on tap for the alternative accommodation"
X Link 2022-05-27T17:34Z [----] followers, [--] engagements
""Robust and stable realized demand + elevated but stable bookings + accelerating ADRs = accelerating revenue growth. Thats the formula on tap for the alternative accommodation (AA) into the summer 22." via @HedgeyeSnakeye & @HedgeyeGLL https://app.hedgeye.com/insights/117101-alternative-accommodations-to-stay-hot-this-summertype=stock-and-policy%2Cmarket-insights https://app.hedgeye.com/insights/117101-alternative-accommodations-to-stay-hot-this-summertype=stock-and-policy%2Cmarket-insights"
X Link 2022-05-27T15:59Z 225.8K followers, [--] engagements
"Plenty of stocks we like and dislike in GLL. $RHP being one we have liked and continue to like. Has been a top idea since last July. For the full clip from today's call -- https://tinyurl.com/mr2jnx7k spoke this am on a hotel stock i actually like.and one i don't $RHP $MAR https://t.co/tfBSbWrJkC https://tinyurl.com/mr2jnx7k spoke this am on a hotel stock i actually like.and one i don't $RHP $MAR https://t.co/tfBSbWrJkC"
X Link 2022-04-07T18:45Z [----] followers, [--] engagements
"spoke this am on a hotel stock i actually like.and one i don't $RHP $MAR"
X Link 2022-04-07T17:03Z [----] followers, [--] engagements
"Slow wk but there was plenty to discuss in our AM note. Top [--] things for us today: 1) Regional Gaming - visitation vs spend per visit 2) Regional Gaming - future casino supply growth 3) Hotels - corporate bookings trends"
X Link 2022-12-28T15:57Z [----] followers, [----] engagements
"Check this out @HedgeyeSnakeye Largest travel market in the world. Where they headed @HedgeyeChina May Holidays travel in Nanjing people waiting in rail station. Picture is a thousand words https://t.co/czHOp4EDzS May Holidays travel in Nanjing people waiting in rail station. Picture is a thousand words https://t.co/czHOp4EDzS"
X Link 2023-04-29T16:25Z [----] followers, [----] engagements
"May Holidays travel in Nanjing people waiting in rail station. Picture is a thousand words"
X Link 2023-04-29T12:39Z 16.5K followers, 58.7K engagements
"Have a day Bob We're so lucky to have you on this team Today is Bob Rich's birthday🎂 In addition to being a world-class cartoonist Bob is a world-class human being. We're blessed to have him on our team. https://t.co/7RA7F1vqT7 Today is Bob Rich's birthday🎂 In addition to being a world-class cartoonist Bob is a world-class human being. We're blessed to have him on our team. https://t.co/7RA7F1vqT7"
X Link 2023-11-10T15:43Z [----] followers, [---] engagements
"Today is Bob Rich's birthday🎂 In addition to being a world-class cartoonist Bob is a world-class human being. We're blessed to have him on our team"
X Link 2023-11-10T15:39Z 225.8K followers, 31.1K engagements
"It's the MACAU show as @HedgeyeSnakeye suggested earlier this AM. Tune in at 9AM ET. In addition to Macau + Macro we'll also run through our own Top [--] things Looking forward to it THE MACRO SHOW Live at [--] ET with hosts @HedgeyeSnakeye and @HedgeyeGLL Top [--] things this morning: 1) Credit 2) #Quad4 3) NFIB/Earnings Get prepared. Join us: https://t.co/WWBcMe5qmY https://t.co/cVfsZ8Dz2V THE MACRO SHOW Live at [--] ET with hosts @HedgeyeSnakeye and @HedgeyeGLL Top [--] things this morning: 1) Credit 2) #Quad4 3) NFIB/Earnings Get prepared. Join us: https://t.co/WWBcMe5qmY https://t.co/cVfsZ8Dz2V"
X Link 2023-07-11T12:42Z [----] followers, [----] engagements
"THE MACRO SHOW Live at [--] ET with hosts @HedgeyeSnakeye and @HedgeyeGLL Top [--] things this morning: 1) Credit 2) #Quad4 3) NFIB/Earnings Get prepared. Join us: https://info.hedgeye.com/TMSNY https://info.hedgeye.com/TMSNY"
X Link 2023-07-11T12:23Z 13.9K followers, 13.4K engagements
"An abbreviated clip from this AM where I touched on the tricky setup for US hoteliers on the leisure front. We see outbound demand making new highs while inbound traveler demand remains depressed relative to '19. That + tough ADR comps = more headwinds to consider. If youre a hotel that over-earned because customers couldnt travel many places until late last summer youre facing difficult comps." @HedgeyeGLL Like I needed another data point to get more negative on the US consumer. @KeithMcCullough Full clip: https://t.co/0LJUpwQWDL https://t.co/cmW3TPcsIQ If youre a hotel that over-earned"
X Link 2023-06-13T21:36Z [----] followers, 13.2K engagements
"If youre a hotel that over-earned because customers couldnt travel many places until late last summer youre facing difficult comps." @HedgeyeGLL Like I needed another data point to get more negative on the US consumer. @KeithMcCullough Full clip: https://app.hedgeye.com/insights/134961-jenkins-travel-trends-spell-trouble-for-u-s-hotelstype=stock-and-policy%2Chedgeye-tv https://app.hedgeye.com/insights/134961-jenkins-travel-trends-spell-trouble-for-u-s-hotelstype=stock-and-policy%2Chedgeye-tv"
X Link 2023-06-13T17:42Z 225.8K followers, 21.2K engagements
"@KeithMcCullough and @HedgeyeSnakeye also discussed the tactical setup for the Vegas related stocks. Given the environment (Quad 4) those discussions are more important than ever"
X Link 2022-04-25T15:07Z [----] followers, [--] engagements
"Going on camera via @HedgeyeTV for our Q1 earnings prep deep dive. Deck is jam packed with data charts and takeaways heading into an important earnings season. @HedgeyeSnakeye and I are tired but we're caffeinating up as we speak. Should be a fun one"
X Link 2023-04-17T17:38Z [----] followers, [----] engagements
"Lots of GLL names during the Investing Summit. we have a history with this one and are cooking up some new content on OSB and iGaming @HedgeyeSnakeye @WallStCynic "Draftkings $DKNG is losing buckets of money and I think will continue to do so for the foreseeable future. The question will be 'How long will they be able to fund that and how long will investors let them continue to fund that'" - @WallStCynic @WallStCynic "Draftkings $DKNG is losing buckets of money and I think will continue to do so for the foreseeable future. The question will be 'How long will they be able to fund that and how"
X Link 2022-04-12T17:17Z [----] followers, [--] engagements
"@WallStCynic "Draftkings $DKNG is losing buckets of money and I think will continue to do so for the foreseeable future. The question will be 'How long will they be able to fund that and how long will investors let them continue to fund that'" - @WallStCynic"
X Link 2022-04-12T17:13Z 225.8K followers, [--] engagements
"@KeithMcCullough Deep Dive Fundamental Research + KM Signal Strength & Macro Overlay = Sweet Spot for stock ideas"
X Link 2024-02-28T00:00Z [----] followers, [---] engagements
"It's all about the mega caps this week but GLL earnings szn about to explode🤯starting Monday at 7am. Pro subs we got you covered with some notes and data updates this week ahead of the prints Let's see how it all shakes out @HedgeyeSnakeye"
X Link 2022-04-28T21:39Z [----] followers, [--] engagements
"Thanks Rob for filling and co-piloting the weekly show today. Went a little over on time but there was plenty to discuss. Click link in bio for subscription options. @HedgeyeGLL discussed on The Call -- diving deeper into it now on the Gaming Lodging Leisure show. https://t.co/p6Bi5Fr3Z4 @HedgeyeGLL discussed on The Call -- diving deeper into it now on the Gaming Lodging Leisure show. https://t.co/p6Bi5Fr3Z4"
X Link 2024-03-06T17:04Z [----] followers, [----] engagements
"@HedgeyeGLL discussed on The Call -- diving deeper into it now on the Gaming Lodging Leisure show"
X Link 2024-03-06T16:02Z [----] followers, [----] engagements
"Such an awesome opportunity for people to give back Follow the link below to get involved. #HedgeyeCares "Hedgeye Cares" was formed to help people in need inside our community. 100% of the funds we donate will end up with the charities we support. Hedgeye will match the first $100000 raised today dollar for dollar donated. Learn more/donate here: https://t.co/W2ZdxLYg5S ☀ https://t.co/hmkdnWLAWm "Hedgeye Cares" was formed to help people in need inside our community. 100% of the funds we donate will end up with the charities we support. Hedgeye will match the first $100000 raised today dollar"
X Link 2022-11-29T14:44Z [----] followers, [--] engagements
""Hedgeye Cares" was formed to help people in need inside our community. 100% of the funds we donate will end up with the charities we support. Hedgeye will match the first $100000 raised today dollar for dollar donated. Learn more/donate here: ☀ https://www.hedgeye.com/cares https://www.hedgeye.com/cares"
X Link 2022-11-29T13:25Z 225.8K followers, [--] engagements
"GLL Pro subs -- check those inboxes. Some key idea and ticker bias changes in the weekend roundup note. + some bonus content related to our $MGM & LV Strip deck from last wk"
X Link 2023-01-16T15:32Z [----] followers, [----] engagements
"@Leonard_Solano @DBclouds99 @Street_Insider @HedgeyeRJM @KeithMcCullough Low $80's ***"
X Link 2024-02-09T00:58Z [----] followers, [---] engagements
"Some of our thoughts from our AM direct note. LV has A LOT of potential beyond the big Stanley Cup win last night. More to come. $MGM $WYNN $CZR "Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this Stanley Cup win is merely a part of whats to come. Its not just a singular "Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this"
X Link 2023-06-14T15:50Z [----] followers, [----] engagements
""Weve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LVs big moment as a hub for leisure and entertainment. Wed counter with the notion that this Stanley Cup win is merely a part of whats to come. Its not just a singular moment for the market; rather we see a long tail of pretty solid catalysts for the market to continue to grow visitation and simultaneously up-mix its customer base. Theres not a market in our coverage that has more demand drivers than the Las Vegas Strip for the coming years. Yes were bullish on $MGM and $WYNN. Doubtful that well be"
X Link 2023-06-14T15:39Z 225.8K followers, 15K engagements
"@HedgeyeREITs @HedgeyeComm You bet. Maybe you know the owner / can track em down haa"
X Link 2022-10-27T13:51Z [----] followers, [--] engagements
"Lot of fresh content here for you weekend warriors. Sector Spotlight w/ the big dog @HedgeyeSnakeye is a must listen for those interested in GLL. #ContentMachines Content upon content the last week+ @Hedgeye. #RealConversations: @KeithMcCullough w/@rcwhalen @KeithMcCullough w/@daviddorr Hedgeye + Friends w/@Andrew_Menaker #UnscriptedEquityCuriosity w/@EHoofnagle #WeeklyNotebookReview #SectorHeadSpotlight w/@HedgeyeSnakeye 👇👇👇 Content upon content the last week+ @Hedgeye. #RealConversations: @KeithMcCullough w/@rcwhalen @KeithMcCullough w/@daviddorr Hedgeye + Friends w/@Andrew_Menaker"
X Link 2023-03-04T18:36Z [----] followers, [---] engagements
"Content upon content the last week+ @Hedgeye. #RealConversations: @KeithMcCullough w/@rcwhalen @KeithMcCullough w/@daviddorr Hedgeye + Friends w/@Andrew_Menaker #UnscriptedEquityCuriosity w/@EHoofnagle #WeeklyNotebookReview #SectorHeadSpotlight w/@HedgeyeSnakeye 👇👇👇"
X Link 2023-03-04T17:04Z [----] followers, 24.6K engagements
"@hendry_hugh + @KeithMcCullough is must see TV Awesome start to a jam packed conference. FREE WEBCAST @KeithMcCullough: Is there a sense of urgency at the Fed @hendry_hugh: No. I think they're hopelessly unqualified. #HedgeyeLive Free access: https://t.co/W3RjitEPA6 https://t.co/6ctxztzrrf FREE WEBCAST @KeithMcCullough: Is there a sense of urgency at the Fed @hendry_hugh: No. I think they're hopelessly unqualified. #HedgeyeLive Free access: https://t.co/W3RjitEPA6 https://t.co/6ctxztzrrf"
X Link 2023-05-05T15:17Z [----] followers, [----] engagements
"FREE WEBCAST @KeithMcCullough: Is there a sense of urgency at the Fed @hendry_hugh: No. I think they're hopelessly unqualified. #HedgeyeLive Free access: http://bit.ly/3LDTz2m http://bit.ly/3LDTz2m"
X Link 2023-05-05T15:16Z 225.8K followers, 12.4K engagements
"This was fun. We hit on n/t dynamics catalysts then took a stab at answering the big question. Is cruise finally a good business For those looking for some breadcrumbs - tune into The Call. For those that want more detail - trial out our Pro product Game time @HedgeyeSnakeye & @HedgeyeGLL Cruisers Update Call at 10am. "Cruise stocks have come off their highs on the back of $NCLH 's whiff of a qtr & broader fears of macro. It looks like a buying opportunity." Institutional investors email sales@hedgeye.com for access. https://t.co/j9JrOYR5Iw Game time @HedgeyeSnakeye & @HedgeyeGLL Cruisers"
X Link 2023-08-23T15:54Z [----] followers, 15.1K engagements
"Game time @HedgeyeSnakeye & @HedgeyeGLL Cruisers Update Call at 10am. "Cruise stocks have come off their highs on the back of $NCLH 's whiff of a qtr & broader fears of macro. It looks like a buying opportunity." Institutional investors email sales@hedgeye.com for access"
X Link 2023-08-23T13:39Z 225.8K followers, 21.5K engagements
"Such a great time. highly recommend to those that couldn't join this yr. make plans to come out next yr or see us at a #HedgeyeRegional A big thank you to all of our attendees for joining us at our 2nd Annual Investing Conference "Hedgeye Live" in Greenwich CT earlier this month. It was absolute fire and we can't wait for next year. The amount of energy actionable investing insight networking https://t.co/9pg20Ade87 A big thank you to all of our attendees for joining us at our 2nd Annual Investing Conference "Hedgeye Live" in Greenwich CT earlier this month. It was absolute fire and we can't"
X Link 2023-05-19T22:46Z [----] followers, 14.6K engagements
"A big thank you to all of our attendees for joining us at our 2nd Annual Investing Conference "Hedgeye Live" in Greenwich CT earlier this month. It was absolute fire and we can't wait for next year. The amount of energy actionable investing insight networking learning/education meaningful conversations (plus fun and entertainment) was off the charts. Special thanks to our investing guests who joined @KeithMcCullough and helped make this event the best in the business. That list includes @hendry_hugh @AlderLaneEggs @Mike_Taylor1972 @profplum99 @ahern_brendan @DiMartinoBooth @nancy__davis"
X Link 2023-05-19T18:33Z 225.8K followers, 79K engagements
"$DKNG = classic RoC story as the company finds some religion on costs as rev growth maintains and mkt. share inflects higher. Weve been negative here in the past but have stuck with the long call since late last year. More upside remains"
X Link 2023-02-17T15:09Z [----] followers, [---] engagements
"Thanks for the shout. The online gaming space has been a blast to cover these last few years - plenty to do long and short side. trade looking higher from here on $DKNG though @HedgeyeGLL @HedgeyeSnakeye do really great work Awesome long call on $DKNG Stuck to their process was data dependent and doubled down in November. with an eye on on today Stock up +90% since @HedgeyeGLL @HedgeyeSnakeye do really great work Awesome long call on $DKNG Stuck to their process was data dependent and doubled down in November. with an eye on on today Stock up +90% since"
X Link 2023-02-17T15:36Z [----] followers, [---] engagements
"@HedgeyeGLL @HedgeyeSnakeye do really great work Awesome long call on $DKNG Stuck to their process was data dependent and doubled down in November. with an eye on on today Stock up +90% since"
X Link 2023-02-17T15:20Z 35.7K followers, [----] engagements
"@HedgeyeComm But. maybe try restarting again"
X Link 2023-11-02T15:39Z [----] followers, [---] engagements
"A real good listen here (I may have a bias) . @HedgeyeSnakeye and the crew run through some of our Gaming Lodging and Leisure themes and some stock specific stuff. Give it a listen It's FREE "Take Your $$ To The Casino" S3 E4 of Unscripted Equity Curiosity a @hedgeye podcast also on $SPOT & $AAPL hosted by me @hedgeyechina + @hedgeyecomm this week featuring Todd Jordan @HedgeyeSnakeye on Casinos Hotel OTA's and more. https://t.co/zqUwHSzGQj "Take Your $$ To The Casino" S3 E4 of Unscripted Equity Curiosity a @hedgeye podcast also on $SPOT & $AAPL hosted by me @hedgeyechina + @hedgeyecomm this"
X Link 2023-02-19T23:29Z [----] followers, [----] engagements
""Take Your $$ To The Casino" S3 E4 of Unscripted Equity Curiosity a @hedgeye podcast also on $SPOT & $AAPL hosted by me @hedgeyechina + @hedgeyecomm this week featuring Todd Jordan @HedgeyeSnakeye on Casinos Hotel OTA's and more"
X Link 2023-02-18T14:01Z 10.6K followers, 19.8K engagements
"When your results and outlook don't meet expectations. talk up the benefits of AI. $ABNB"
X Link 2023-05-09T20:46Z [----] followers, [---] engagements
"That's my guy #RobeLife lmao For those who missed it Felix rocking his robe on The Macro Show 😂 @HedgeyeChina https://t.co/9XS82REZga For those who missed it Felix rocking his robe on The Macro Show 😂 @HedgeyeChina https://t.co/9XS82REZga"
X Link 2022-04-20T18:32Z [----] followers, [--] engagements
"For those who missed it Felix rocking his robe on The Macro Show 😂 @HedgeyeChina"
X Link 2022-04-20T18:24Z 13.9K followers, [--] engagements
"Hotels - C-Corps and FS REITs - have teamed up through Covid and generated real solid productivity gains but with wage inflation looking like this (+ other factors). Hard to imagine those gains hold"
X Link 2022-04-01T14:33Z [----] followers, [--] engagements
"Let's go Big day of content tomorrow @Hedgeye followed by a monster rest of the week New ideas galore and earnings prep as the szn starts to pick up steam next week and the week after. This Weeks Events @Hedgeye 4/17: Communications Themes @HedgeyeComm $META $NFLX $GOOG $PINS $CHTR $T 4/17: Food Retailer Outlook @Hedgeye_Staples $KR $ACI $COST $BJ $WMT 4/17: GLL Earnings Preview @HedgeyeSnakeye @HedgeyeGLL ***Institutional investors email sales@hedgeye.com https://t.co/RMUyovReft This Weeks Events @Hedgeye 4/17: Communications Themes @HedgeyeComm $META $NFLX $GOOG $PINS $CHTR $T 4/17: Food"
X Link 2023-04-17T01:29Z [----] followers, [----] engagements
"This Weeks Events @Hedgeye 4/17: Communications Themes @HedgeyeComm $META $NFLX $GOOG $PINS $CHTR $T 4/17: Food Retailer Outlook @Hedgeye_Staples $KR $ACI $COST $BJ $WMT 4/17: GLL Earnings Preview @HedgeyeSnakeye @HedgeyeGLL ***Institutional investors email sales@hedgeye.com"
X Link 2023-04-17T00:50Z 225.8K followers, 59.1K engagements
"@HedgeyeSnakeye and I are headed to tomorrow but we'll try to get on The Call and add some color for those new idea adjustments -- $MGM $BYD $PENN $ABNB and more"
X Link 2023-01-16T15:34Z [----] followers, [---] engagements
"Another big week @Hedgeye . Busy time for the GLL squad as well. Starts with our Cruise Industry deck tmrw. Critical time to offer up our perspective before earnings szn. $RCL $CCL $NCLH Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season Update $CLL $NCLH $RCL 1/24: @HedgeyeRetail Amer Sports (AS) Pre-IPO Review 1/25: @HedgeyeDC Policy & Politics 1/25: @HoweGeneration All About the https://t.co/VHMTikW0G6 Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season"
X Link 2024-01-22T20:42Z [----] followers, [----] engagements
"Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season Update $CLL $NCLH $RCL 1/24: @HedgeyeRetail Amer Sports (AS) Pre-IPO Review 1/25: @HedgeyeDC Policy & Politics 1/25: @HoweGeneration All About the Indicators Interested in listening in ***Institutional investors email sales@hedgeye.com for access"
X Link 2024-01-22T13:04Z 225.8K followers, 272K engagements
"LFG Should be a lot fun. #SectorHeadSpotlight with @HedgeyeSnakeye @HedgeyeGLL tomorrow at [--] PMtiming couldnt be any better Free inside #TheArena @HedgeyeTV and @YouTube. #LFG #SectorHeadSpotlight with @HedgeyeSnakeye @HedgeyeGLL tomorrow at [--] PMtiming couldnt be any better Free inside #TheArena @HedgeyeTV and @YouTube. #LFG"
X Link 2023-03-01T15:13Z [----] followers, [----] engagements
"#SectorHeadSpotlight with @HedgeyeSnakeye @HedgeyeGLL tomorrow at [--] PMtiming couldnt be any better Free inside #TheArena @HedgeyeTV and @YouTube. #LFG"
X Link 2023-03-01T15:06Z [----] followers, [----] engagements
"Big week @Hedgeye More to be added as @HedgeyeSnakeye and I emerge from the lab. Upcoming Events @Hedgeye 11/27: FREE ALL ACCESS DAY https://t.co/i3wvzyDAQN 11/27: @HedgeyeIndstrls Short $DE Black Book 11/28:@HowardWPenney Short $SBUX Black Book 11/28: @HoweGeneration Demography:All About the Indicators 11/29:@HedgeyeREITsNew Short $PSEC Black Book https://t.co/3PCtatAFyw Upcoming Events @Hedgeye 11/27: FREE ALL ACCESS DAY https://t.co/i3wvzyDAQN 11/27: @HedgeyeIndstrls Short $DE Black Book 11/28:@HowardWPenney Short $SBUX Black Book 11/28: @HoweGeneration Demography:All About the Indicators"
X Link 2023-11-27T12:47Z [----] followers, [----] engagements
"Upcoming Events @Hedgeye 11/27: FREE ALL ACCESS DAY 11/27: @HedgeyeIndstrls Short $DE Black Book 11/28:@HowardWPenney Short $SBUX Black Book 11/28: @HoweGeneration Demography:All About the Indicators 11/29:@HedgeyeREITsNew Short $PSEC Black Book 11/29: @HedgeyeComm Comms Wrap Call 11/30:@HedgeyeDC Middle East Conflict w/Col. Jeff McCausland @mccauslj 11/30:@HedgeyeFIGHousing Themes Interested in listening in ***Institutional investors email sales@hedgeye.com for access. https://app.hedgeye.com/insights/142930-free-all-access-best-8-products-nov-27thtype=macro%2Cmarket-insights"
X Link 2023-11-27T12:39Z 225.8K followers, 103.5K engagements
"Another Friday afternoon earnings thread by me. Just some quick thoughts across GLL @Hedgeye @HedgeyeSnakeye Phase [--] of the earnings szn gauntlet now in the past. I am going to work on providing more real time tweets (still new here). Another week of decent sized moves across the GLL space - as always. Phase [--] of the earnings szn gauntlet now in the past. I am going to work on providing more real time tweets (still new here). Another week of decent sized moves across the GLL space - as always"
X Link 2023-02-24T20:56Z [----] followers, [---] engagements
"Offsets / pushback to these narratives: 1) Greater % of bookings coming direct to OTA 2) Greater % of ad spend shifting to brand vs perf 3) Greater % of bookings shifting into Alt. Accomm. where Google is terrible 4) Not a new risk well reflected in valuations / sentiment 1/ Google has destroyed the barriers to entry for the OTA industry.More hotels are going direct and there are literally 100s of new regional OTAs that are creating their own mini-Bookings or Expedia willing to take lower margins. 1/ Google has destroyed the barriers to entry for the OTA industry.More hotels are going direct"
X Link 2022-07-06T16:50Z [----] followers, [--] engagements
"1/ Google has destroyed the barriers to entry for the OTA industry.More hotels are going direct and there are literally 100s of new regional OTAs that are creating their own mini-Bookings or Expedia willing to take lower margins"
X Link 2022-07-05T22:16Z 44K followers, [---] engagements
"Sentiment and Street #'s starting to come around to the $MGM story. Glad we did more work on Vegas in Dec and early Jan to get ahead of this. More to come we think. Still a Vegas story but other factors now contributing. @HedgeyeSnakeye @Hedgeye"
X Link 2023-02-09T14:51Z [----] followers, [----] engagements
"@HedgeyeComm Haha oh boy"
X Link 2022-10-27T12:03Z [----] followers, [--] engagements
"@GavinGewecke @HedgeyeSnakeye All eyes and ears on The Call tomorrow. TJ and I in the lab tonight. $PENN earnings call at 9am tmrw too"
X Link 2023-08-08T23:39Z [----] followers, [---] engagements
"@HedgeyeSnakeye $BYD becoming the $HLT of Regional Gaming"
X Link 2023-04-26T11:39Z [----] followers, [---] engagements
"@GavinGewecke @KeithMcCullough I am in the mix. need to up my tweet game"
X Link 2023-06-15T23:42Z [----] followers, [---] engagements
"Forgot to share this last week while I was en route to my vaca. Spotted a Celeb ship $RCL at an undisclosed location (in the Balkans)"
X Link 2023-09-13T20:30Z [----] followers, [---] engagements
"We have looked at the '19 draft in Nashville as a comp but LV will likely outperform. Limited supply growth better air lift pent up leisure demand etc. Lots of positive factors in LV's favor rn"
X Link 2022-04-25T15:01Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing