PLAY 全部观点

PLAY 这一页 2 条观点条目,其中 0 条方向发生变化。

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Meet Kevin发布 2026-08-24
Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate
$PLAY看涨
Dave and Buster's的高管团队变动可能支撑其股价,类似于Red Robin近期的上涨。

Dave and Buster 加强了高管团队领导力以支持增长。我认为他们试图效仿 Red Robin,因为 Red Robin 的财务表现一直很糟糕,但该股最近实际上涨了不少。

在我看来,部分原因是他们不仅获得了更多救助融资,还重组了高管团队。如果 Dave and Buster 也想这么做,那么我会押注于此。

Dave and Buster strengthens executive team leadership to support growth. I think they're trying to pull a Red Robin here because Red Robin's business financials have been terrible, but the stock has actually come up quite a bit recently. And part of it is, in my opinion, because not only did they get out get some more bailout financing, but they've also rejiggered their executive staff. Uh, and if Dave and Buster is trying to do that as well, then um I'm going to pin that.

Celsius Holdings (CELH) - 6x Cash on Cash Return!
$PLAY看跌
PLAY相对于营收而言债务过高,需要大幅运营重组才能生存;当前基本面疲弱。

Playboy似乎很有趣。非常低的市值,方向正确。收入同比增长11%,上个季度净利润为正,被遗忘的标志性品牌。

Playboy seems interesting. Very low market cap going in the right direction. Growing revenue 11% year-over-year positive net income last quarter forgotten iconic brand.

好吧,我不得不这么做。让我们看看。我内心的13岁小孩想看看这是怎么回事。好吧,让我们调出来。让我们看看一些现金流。

Okay, I had to do it. Let's uh let's see. The 13-year-old in me wants to see what this has to do. All right, let's pull it up. Let's take a look at some cash flow.

不是,让我们看看。Playboy股票。我们有什么?哎哟。每股40美元的峰值跌到每股1.22美元。哦,我的天。EBITDA企业市值1.36亿美元。

Wasn't Let's see. Playboy stock. What do we got? Ouch. $40 a share peak down to a$122 a share. Oh my god. Ebida enterprise market cap $136 million.

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