Another Blind Valuation Exercise | Sports Betting Industry | The Imperative of No

In this episode, John Mihaljevic hosts a discussion of:

• A new "blind valuation" exercise, with a discussion of equity valuation based on the numbers alone; led by Phil Ordway
• An overview of the sports betting industry, including size, growth, regulation, and selected ideas; led by Elliot Turner
• The imperative of "no": the luxury of patience -- key points from a talk at The Zurich Project 2019; led by Chris Bloomstran

Enjoy the discussion!

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