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$TDOC $AMWL Repeat Utilization Gaining Traction - Cowen How many times have you used telemedicine/telehealth By Age – December 2020 In which year did you last use telehealth? Which telehealth
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$INTC vs $AMD Server MPU Revenue ($B); AMD Revenue Share (%) $INTC vs $AMD Mobile CPU Revenue ($MM); AMD Revenue Share (%) $INTC vs $AMD Desktop CPU Revenue ($MM); AMD
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Sports Betting/iGaming: December growth caps off an expectation shattering 2020New Jersey online sports betting market share Pennsylvania online sports betting market share Indiana online sports betting market share Colorado online
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$SKLZ Developer adoption of Skillz platform to accelerate, supporting network effects & substantial LT growth Mobile games revenue has grown at a ~25% CAGR since 2012, compared to just ~4%
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Stock Valuation 1 Stock Valuation 2 Stock Valuation 3 Stock Valuation 4
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$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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AUM mix by Asset Class ($B) Historic Net Flow Chart by Asset Class
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$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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$OZON is the leading eCommerce player in a large, underpenetrated market OZON has achieved a strong acceleration in growth over recent years eCommerce penetration in Russia is less than half
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Remember this as $FEAC becomes #Skillz in two weeks. Long $FEAC
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