# ![@HedgeyeGLL Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1504880152282546191.png) @HedgeyeGLL Sean Jenkins

Sean Jenkins posts on X about $flut, $dkng, growth, $mgm the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1504880152282546191/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1504880152282546191/c:line/m:interactions.svg)

- [--] Week [--] -24%
- [--] Month [-----] +0.40%
- [--] Months [-----] -70%
- [--] Year [------] -62%

### Mentions: [--] [#](/creator/twitter::1504880152282546191/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1504880152282546191/c:line/m:posts_active.svg)

- [--] Months [--] +14%
- [--] Year [--] -62%

### Followers: [-----] [#](/creator/twitter::1504880152282546191/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1504880152282546191/c:line/m:followers.svg)

- [--] Week [-----] +0.21%
- [--] Month [-----] +0.86%
- [--] Months [-----] +7%
- [--] Year [-----] +15%

### CreatorRank: [---------] [#](/creator/twitter::1504880152282546191/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1504880152282546191/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  36.7% [finance](/list/finance)  15.6% [technology brands](/list/technology-brands)  8.26% [automotive brands](/list/automotive-brands)  6.42% [countries](/list/countries)  4.59% [social networks](/list/social-networks)  3.67% [celebrities](/list/celebrities)  1.83% [musicians](/list/musicians)  1.83% [cryptocurrencies](/list/cryptocurrencies)  0.92% [travel destinations](/list/travel-destinations)  0.92%

**Social topic influence**
[$flut](/topic/$flut) #41, [$dkng](/topic/$dkng) #524, [growth](/topic/growth) 7.34%, [$mgm](/topic/$mgm) #7, [stocks](/topic/stocks) 6.42%, [$byd](/topic/$byd) 6.42%, [byd](/topic/byd) 6.42%, [$czr](/topic/$czr) #6, [in the](/topic/in-the) 4.59%, [gaming](/topic/gaming) 4.59%

**Top accounts mentioned or mentioned by**
[@keithmccullough](/creator/undefined) [@hedgeyesnakeye](/creator/undefined) [@hedgeye](/creator/undefined) [@radnorcapital](/creator/undefined) [@hedgeyedj](/creator/undefined) [@hedgeyerjm](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@blackmrphophet](/creator/undefined) [@mikejay49](/creator/undefined) [@howardwpenney](/creator/undefined) [@dynamicbrands](/creator/undefined) [@fanduel](/creator/undefined) [@shakeshamrock1](/creator/undefined) [@youtube](/creator/undefined) [@hedgeyechina](/creator/undefined) [@howegeneration](/creator/undefined) [@hedgeyeindstrls](/creator/undefined) [@dbclouds99](/creator/undefined) [@streetinsider](/creator/undefined) [@mchambo72](/creator/undefined)

**Top assets mentioned**
[Flutter Entertainment plc (FLUT)](/topic/$flut) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [MGM Resorts International (MGM)](/topic/$mgm) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [PENN Entertainment Inc (PENN)](/topic/$penn) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Expedia Group Inc (EXPE)](/topic/$expe) [Marriott International Inc (MAR)](/topic/$mar) [Carnival Corp (CCL)](/topic/$ccl) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Viking Holdings Ltd (VIK)](/topic/$vik) [Choice Hotels Intnl. (CHH)](/topic/$chh) [Wyndham Hotels & Resorts, Inc. Common Stock (WH)](/topic/$wh) [Host Hotels and Resorts Inc (HST)](/topic/$hst) [Genius Sports Limited (GENI)](/topic/$geni) [Planet Fitness, Inc. (PLNT)](/topic/$plnt) [Ryman Hospitality Properties, Inc (RHP)](/topic/$rhp) [Netflix Inc (NFLX)](/topic/$nflx) [Charter Communications Inc (CHTR)](/topic/$chtr) [AT&T Inc. (T)](/topic/$t) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Pinterest, Inc. (PINS)](/topic/$pins) [Kroger Co (KR)](/topic/$kr) [BJ's Wholesale Club Holdings, Inc. (BJ)](/topic/$bj) [Shake Shack Inc. (SHAK)](/topic/$shak) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Sweetgreen Inc. (SG)](/topic/$sg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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/HedgeyeGLL/status/1509901084340465692)  2022-04-01T14:30Z [----] followers, [--] 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/HedgeyeGLL/status/1516245580762296325)  2022-04-19T02:41Z [----] followers, [--] 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/HedgeyeGLL/status/1532746533480714241)  2022-06-03T15:30Z [----] 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/HedgeyeGLL/status/1669009408859283457)  2023-06-14T15:50Z [----] 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/HedgeyeGLL/status/1512139609127497729)  2022-04-07T18:45Z [----] followers, [--] 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/HedgeyeGLL/status/1513575769636757517)  2022-04-11T17:52Z [----] 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/HedgeyeGLL/status/1518604903454806018)  2022-04-25T14:56Z [----] followers, [--] 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


"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/HedgeyeGLL/status/1521474978335670272)  2022-05-03T13:01Z [----] 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


"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/HedgeyeGLL/status/1630944563274629121)  2023-03-01T14:54Z [----] 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/HedgeyeGLL/status/1630945067446747136)  2023-03-01T14:56Z [----] followers, [----] 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/HedgeyeGLL/status/1630949444500824067)  2023-03-01T15:13Z [----] followers, [----] engagements


"@HedgeyeRJM @mablum @HedgeyeChina Never change FW. lol"  
[X Link](https://x.com/HedgeyeGLL/status/1638943135647797249)  2023-03-23T16:37Z [----] followers, [---] 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/HedgeyeGLL/status/1646602036006342672)  2023-04-13T19:51Z [----] followers, 24.9K 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/HedgeyeGLL/status/1647774171294777344)  2023-04-17T01:29Z [----] followers, [----] engagements


"@HedgeyeSnakeye $BYD becoming the $HLT of Regional Gaming"  
[X Link](https://x.com/HedgeyeGLL/status/1651189351970119680)  2023-04-26T11:39Z [----] followers, [---] engagements


"$HLT is the bellwether. Let's see how others answer similar questions Re: NUG / Dev Cycle. Especially the underperformers (Cc: $MAR ) $HLT reversal even before the market. beat and raise but could the focus finally be switching to the unit growth issues mgmt acknowledged some risk. more accute for $MAR and central to our neg thesis $HLT reversal even before the market. beat and raise but could the focus finally be switching to the unit growth issues mgmt acknowledged some risk. more accute for $MAR and central to our neg thesis"  
[X Link](https://x.com/HedgeyeGLL/status/1651309687424385035)  2023-04-26T19:38Z [----] 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/HedgeyeGLL/status/1652348463395352576)  2023-04-29T16:25Z [----] 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/HedgeyeGLL/status/1653497842453958681)  2023-05-02T20:33Z [----] followers, [----] 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/HedgeyeGLL/status/1654492400817979393)  2023-05-05T14:25Z [----] 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/HedgeyeGLL/status/1654492569810747394)  2023-05-05T14:25Z [----] followers, [----] 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/HedgeyeGLL/status/1654505661051412480)  2023-05-05T15:17Z [----] followers, [----] engagements


"When your results and outlook don't meet expectations. talk up the benefits of AI. $ABNB"  
[X Link](https://x.com/HedgeyeGLL/status/1656037885101916179)  2023-05-09T20:46Z [----] followers, [---] 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/HedgeyeGLL/status/1659170792494571520)  2023-05-18T12:15Z [----] followers, 13.2K 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/HedgeyeGLL/status/1659692074860691456)  2023-05-19T22:46Z [----] followers, 14.6K 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/HedgeyeGLL/status/1661092673699102722)  2023-05-23T19:32Z [----] followers, 24.8K 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/HedgeyeGLL/status/1665789221653602304)  2023-06-05T18:34Z [----] followers, 13.2K 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/HedgeyeGLL/status/1668734022405570560)  2023-06-13T21:36Z [----] followers, 13.2K 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/HedgeyeGLL/status/1669443494753222657)  2023-06-15T20:35Z [----] followers, 21K 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/HedgeyeGLL/status/1678746615438274560)  2023-07-11T12:42Z [----] 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/HedgeyeGLL/status/1689024753191833600)  2023-08-08T21:24Z [----] followers, 14.1K 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/HedgeyeGLL/status/1689058849901142016)  2023-08-08T23:39Z [----] 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/HedgeyeGLL/status/1692544054351835371)  2023-08-18T14:28Z [----] 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/HedgeyeGLL/status/1702057199424422035)  2023-09-13T20:30Z [----] 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/HedgeyeGLL/status/1713231181255172581)  2023-10-14T16:31Z [----] followers, [----] engagements


"$WH essentially laying out our short thesis on $CHH from earlier this year. Organic growth and prospects lacking #BigTime with this one. Cc: @HedgeyeSnakeye"  
[X Link](https://x.com/HedgeyeGLL/status/1717522861546434888)  2023-10-26T12:45Z [----] followers, [----] engagements


"@HedgeyeComm But. maybe try restarting again"  
[X Link](https://x.com/HedgeyeGLL/status/1720103416150520246)  2023-11-02T15:39Z [----] followers, [---] engagements


"@HedgeyeRJM @HedgeyeSnakeye The business has been "good" no doubt. But it will look "less good" in the coming months and quarters. :)"  
[X Link](https://x.com/HedgeyeGLL/status/1721908775458656463)  2023-11-07T15:13Z [----] 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/HedgeyeGLL/status/1722215033873330346)  2023-11-08T11:30Z [----] followers, 11.8K 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/HedgeyeGLL/status/1729119801010983018)  2023-11-27T12:47Z [----] 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/HedgeyeGLL/status/1734013755468489036)  2023-12-11T00:54Z [----] followers, 11.2K 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/HedgeyeGLL/status/1736737756511109381)  2023-12-18T13:18Z [----] followers, 12K 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/HedgeyeGLL/status/1736805434223472902)  2023-12-18T17:47Z [----] followers, 36K 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/HedgeyeGLL/status/1737172397542027438)  2023-12-19T18:05Z [----] 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


"@Leonard_Solano @DBclouds99 @Street_Insider @HedgeyeRJM @KeithMcCullough Low $80's ***"  
[X Link](https://x.com/HedgeyeGLL/status/1755758047509586054)  2024-02-09T00:58Z [----] followers, [---] engagements


"Yup. Could be good. @HedgeyeComm @HedgeyeCommBZ Rumor has it Beyonc will perform at the Sphere later this year. Rumor has it Beyonc will perform at the Sphere later this year"  
[X Link](https://x.com/HedgeyeGLL/status/1756047305596195216)  2024-02-09T20:07Z [----] 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


"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/HedgeyeGLL/status/1509901871271587904)  2022-04-01T14:33Z [----] 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/HedgeyeGLL/status/1518606233338589187)  2022-04-25T15:01Z [----] 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/HedgeyeGLL/status/1632087725632282624)  2023-03-04T18:36Z [----] 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/HedgeyeGLL/status/1760126807452324173)  2024-02-21T02:18Z [----] 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/HedgeyeGLL/status/1765423206016430289)  2024-03-06T17:04Z [----] followers, [----] 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 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 @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

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