- I like Penn's post pandemic upside because of its casino business, not its Barstool app that still has lots to prove to justify the price run up.
- Penn's Barstool will become a nice, second or third tier sports betting app, A nice add on to Penn's future but nothing to suggest the wild valuations of some analysts.
- The company is a formidable competitor in the US regional gaming space poised to go head-to-head with both Boyd and Caesars in every market they have properties.
For further details see:
Penn National Gaming: A Solid Casino Company, But A Sports Betting Also-Ran (Maybe)