Categories
Categories
Subs: Tuesday’s Links
Categories
Javelins, The Dollar and Oil
Categories
Subs: Interesting Oil Trends…..
Categories
Complimentary Report from Boyar Research
Categories
Subs: Treasury Letter
Categories
Subs: TopGolf Value Climbing
We previously estimated ELY’s stake in TopGolf at $246M. With this investment the company now estimates their stake to be worth $290M. It is also worth noting they are increasing their stake in the company ands that is a fantastic sign. This is the first time they have publically put a number on their ownership. The TopGolf stake now represents 21% of the total market cap of ELY and this remains a hidden asset so few know about.
We are up 80% in this investment to date and I think we have plenty more upside
This is a great chat and a very good overview…..this investment has already worked out well (we are up >40%) and I think there is plenty more upside
Categories
Subs: Pipeline A Go…..
This is unfolding as expected……I still highly doubt Mnuchin will let the government’s warrants, which could be worth $50-$70B become worthless. The only way for that to happen is for the common stock to retain value.
Categories
What Oil Bears Are Missing
Categories