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May 11, 2026
Kalshi & Prediction Markets: Regulatory Landscape & Revenue Model Challenges
Partner Interview
FanDuel•US•Large CapKalshiFlutter EntertainmentDraftKingsConsumer DiscretionaryMar 27, 2026
DraftKings & Kalshi: Prediction Markets vs Traditional Sportsbooks Economics
Partner Interview
FanDuel•US•Large CapDraftKingsFlutter EntertainmentKalshiConsumer DiscretionaryJul 28, 2025
Flutter Entertainment & FanDuel: Local Heroes Strategy
Partner Interview
Flutter Entertainment•IEDraftKingsEntainSky Betting & GamingBet365Consumer DiscretionaryJul 25, 2025
Flutter Entertainment, Fanduel: From DFS to Sports Betting
Partner Interview
Flutter EntertainmentDraftKingsEntainSky Betting & GamingBet365Flutter EntertainmentDraftKingsEntainSky Betting & GamingBet365Consumer DiscretionaryJul 23, 2025
Flutter Entertainment: Trading Scale & Sports Betting Economics
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Flutter Entertainment•IEEntainSky Betting & GamingDraftKingsBet365Consumer DiscretionaryJul 14, 2025
Flutter & FanDuel: U.S. Capital Allocation & CAC/LTV Investment Discipline
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Flutter Entertainment•IEDraftKingsSky Betting & GamingBet365Consumer DiscretionaryAug 8, 2024
Flutter Entertainment: Barriers to Entry, Betfair Exchange & Online Gambling
Partner Interview
Flutter Entertainment•IEDraftKingsEntainSky Betting & GamingBet365Consumer Discretionary
Weekly update
Nov 14, 2023
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
HEICO•US•Large CapEvolutionCarMaxSpotifyWatersWayfairHoneywellEatonCarvanaDraftKings
Nov 13, 2023
Evolution Gaming: US Regulatory Environment
Partner Interview
Evolution•SE•Large CapDraftKingsFlutter EntertainmentPlaytechSwitching CostsB2B SoftwareConsumer DiscretionaryInformation TechnologyJun 24, 2020
FanDuel, Parx Casino & US Online Sports and Casino
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