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#SKILLZ
Kaushik
skaushi
$SKLZ We model Skillz GMV to become larger than five publicly traded mobile game publishers combined by 2024; we think Skillz will can grow GMV at 42% CAGR from 2020E
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Esports Enigmist
EsportsEnigmist
For those that missed this @MorganStanley taking an 18.8% stake is a big deal. Remember @andrewparadise will be the controlling stake holder & be subject to a 24 month lockup
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Esports Enigmist
EsportsEnigmist
@skillz just participated in two major conferences which will pave the way for its #SPAC merger with $FEACMy guess is it happens b4 months endIn the current uncertainty surrounding the
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Future Tech Investor
InvestorWisdom
$FEAC/Skillz, soon to be $SKLZ, has many big-name investors. When people start to realize these hard to find aspects, it’s going to attract many analysts, who will explain the story
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Kaushik
skaushi
$SKLZ Developer adoption of Skillz platform to accelerate, supporting network effects & substantial LT growth Mobile games revenue has grown at a ~25% CAGR since 2012, compared to just ~4%
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Kaushik
skaushi
Remember this as $FEAC becomes #Skillz in two weeks. Long $FEAC
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Vikas
vikasrehan
Spent some time this weekend researching $SKLZ investor presentation. Thread The gaming industry is larger than movies, music, and books, with more than 2.7 billion gamers playing monthly and 10
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Septum Capital
Soumyazen
1> $SKLZ I share my convictions but I try to stay away from long discussions & arguments about the thesis mainly because it is time consuming especially when the time
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The Bullish Angel
BullishAngel
1) $SKLZ - I just bought $300,000 of this stock. This thread is my due diligence on $SKLZ and will cover in detail why I am very Bullish on the
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Future Tech Investor
InvestorWisdom
The #NFL + multiple sports teams are invested in $SKLZ. They didnt do this for no reason, read their commentsSome type of #NFL + #esports deal is coming
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The Bullish Angel
BullishAngel
26) Continuing from the first 25 points thread here: https://twitter.com/BullishAngel/status/1347589189504741376?s=20$SKLZ is valued at $8.2B (it's up since It's IPO), so it's over 40X 2020 estimated revenue. Not cheap, but
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Hiro Proto
proto_hiro
Lots of people have been talking about $SKLZ so I thought I'd take a look. Here are some notes after playing a couple of games and taking a cursory look
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Kaushik
skaushi
$SKLZ The Ultimate Prize with Five Call Options The Video Game Market Skillz Fills a Unique Role Potential Upside Opportunities Bull/Bear
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Kwiksadic
kwiksadic
Been in $SKLZ for a while now. Here's a long, meandering thread on my DD for anyone who is thinking about it as a possible investment or just wants to
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Septum Capital
Soumyazen
$SKLZ Getting queries as to why I said Skillz is the best business model I have seen in recent times. Show me a business operating at 95% GM, 4 month
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Dollars and Sense
up_totheright
$FEAC $SKLZ - The future of Esports for everyone With the merger vote of $FEAC and $SKLZ finalized today thought I’d shares my thoughts on @skillz Plus I need every
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