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[@do_em_go](/creator/twitter/do_em_go)
"$BALY deal last night is transformative as it fixes its balance sheet ahead of a possible economic downturn. Once you back out the value of its stake in Intralot you get an EV o f $800M for $330M+ in EBITDA with the US digital business on its way to positive EBITDA inflection. Stock is crazy cheap and a lot less risky today"  
[X Link](https://x.com/do_em_go/status/1940394993228685596) [@do_em_go](/creator/x/do_em_go) 2025-07-02T12:59Z 1035 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@do_em_go "$BALY deal last night is transformative as it fixes its balance sheet ahead of a possible economic downturn. Once you back out the value of its stake in Intralot you get an EV o f $800M for $330M+ in EBITDA with the US digital business on its way to positive EBITDA inflection. Stock is crazy cheap and a lot less risky today"
X Link @do_em_go 2025-07-02T12:59Z 1035 followers, XXX engagements

creator/twitter::375906852/posts
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