저자: TerryYounker · 외국인
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결론: 제임스 크레이머가 골든너겟을 편향되게 다뤘다는 주장 아래 골든너겟(GNOG)을 드래프트킹스보다 낫다며 매수를 권유하는 영상. 영상 배경: 1월 7일 크레이머의 라이트닝 라운드 클립을 보여주며, 골든너겟 질문에 크레이머가 드래프트킹스 후원 프로그램을 언급하며 답을 회피했다고 주장. 크레이머 발언 해석: 뉴욕 합법화 관련 언급에서 드래프트킹스·팬듀얼 등 온라인 도박이 아닌 사실상 오프트랙 베팅이 될 것이라고 평가. 재무 비교(화면 차트 기준): 2021년 추정 매출 골든너겟 1억2200만 달러 vs 드래프트킹스 7억3300만 달러. 골든너겟은 현금흐름 플러스, 드래프트킹스는 마이너스라고 주장. 고객 지표: 뉴저지 기준 골든너겟 고객당 매출 566달러 vs 드래프트킹스 39달러. 드래프트킹스는 30~35세 남성 중심이라고 설명. 밸류에이션: 골든너겟은 현재 매출의 약 12배, 드래프트킹스는 약 19.5배에 거래된다고 주장하며 골든너겟 '매수' 결론. 로빈후드 차트 언급: 골든너겟 주가가 1개월 전 약 27달러에서 20.10달러로 하락했다며 20달러 이하 매수가 좋다고 주장. 지지 매수자 언급 및 1월 뉴저지 분기 실적(12월 매출) 발표에 대한 기대 표명, 2주 타임라인 언급. 출연자 전망: 골든너겟 실적 발표 전후 긍정적 전망 제시, 영상 말미에 '딥을 사라'는 메시지. 주의: 본 영상은 자막 기준 분석이며 특정 투자 권유 목적 발언이 포함되어 있음.
다듬은 글
what's going on my stock market bulls and bears i am your host terry and welcome to my channel by the dip that is right guys in today's video i got to get that chip off my shoulder that's right if you know what i'm saying that chip is bothering me and i think we're gonna cover it in today's video and i'm gonna help someone do their job guys and that's right i'm talking about my man jim cramer i don't know what his deal is of not giving golden nugget the love it deserves so we're going to watch a clip i think we're going to find out why jim cramer is being a little biased and as being a stock analysis you can't just not give a recommendation because of your in other deals so we're going to watch that clip we're going to talk about it and i am going to do the whiteboard for you guys right the whiteboard's coming out so stick around you're going to see me up there doing jim cramer's job and giving you facts that he is not able to give you because he's then come some kind of sponsored dealer bullcrap like that so guys hope you are ready for today's video if you are hit that thumbs up and join the thumbs up nation i love and appreciate every single one of you so guys let's get to the video baby let's go all right guys this was from jim cramer's lightning round on yesterday january the 7th so we're going to get in here just watch a little bit of the intro i'm going to get right to where he talks about golden nugget and then we're going to go back and recap on it and then we're going to go to the white board and let me do jim's job for him since he is probably not allowed to do it so let's get into this clip guys let's get into this and then the lightning round is over are you ready skate daddy don't go light round because we're going to start with david and michigan david oh yeah creamer you're here hero of a small investor best in show i'm taking one more all right guys so i just wanted to stop there i love his intro i love how he says are you ready skeet daddy well i'm gonna tell you what mr kramer your boy terry is ready to do your job for you that's right and we're gonna get into it guys and let's hear this call he says i'm gonna take one more call and it kind of looks like he regrets taking that call when he talks about golden nugget so let's get in here and see what he has to say i'm gonna go to steve and wyoming steve happy new year and thanks for taking my call happy new year back to you calling about golden nugget online gaming yeah interesting and obviously it's tillman for theater i happen to be i have a program that is sponsored by draftkings i think the role of them i think they're doing a great job new york by the way did not make it so it's legalized gaming with a draftkings or a fan duel or or a pen that it's actually going to be like off track betting sadly and that lady jumps the conclusion of the light all right guys so there it is my man steve in wyoming called and asked about golden nugget and cramer says he has a sponsored deal with draftkings so guys i think that is our answer of why has lca been on here a few times and kramer never gives us a true analysis of golden nugget so it's all starting to come together guys i think we're putting these pieces together as you know telling fertitta is a part of cnbc but kramer has a sponsored show by draftkings and he's talking all highly of draftkings so i'm going to give you steven wyoming my thoughts on golden nugget if you never watch it and oh real quick i want to show you guys i commented on this video yes i did and i commented right here i said i love jim but his response on golden nugget was horrible and i agree to this man draftkings is so overrated compared to genog he knows it but he can't say it and i put 100 percent there and that is true guys let's just watch this one more time before we get in to the whiteboard thanks for taking my call happy new year back to you calling about golden nugget online gaming yeah interesting on obviously it's tell me for tutor i happen to be i have a program that is sponsored by [ __ ] kings so right there he says he has a program sponsored by draftkings he loves and adores his draftkings and then he also goes in to talk about new york let's get in to hear that again real quick the role of them i think they're doing a great job new york by the way did not make it so it's legalized gambling with a draftkings or a fan duel or or a pen not it's actually going to be like off track betting sadly ed so pretty much there that kind of hurt new york that it's going to be more of an off track betting so draftkings pen net fanduel none of them is going to be in there neither will golden nugget it's going to be a very dull and boring off track betting so guys let's get to the whiteboard now and let's go over what i think about golden nugget all right i'm going to take one more call who do we got a call from steve from wyoming asking about golden nugget i'm gonna tell you what man i got a great analysis for you steve since jim cramer can't give it to you because i am the mayor of genoadville and here it is so if we look at golden nugget compared to draft kings now jim cramer can't talk about draftkings because he has a company sponsored by draftkings and he thinks they're ruled of them well mr kramer i think the royal world will go to nugget so i'm going to give you reasons why i think the world of golden nugget estimated 2021 revenues guys for gold tonight 122 million draftkings estimated 2021 revenues 733 million that sounds pretty good golden uh draftkings has more estimated revenues but if we go down to the next part of the chart here guys here is the one i love the most about golden nugget golden nugget is cash positive which means they're putting money in the bank making 122 million and they're putting money away in the bank to invest draftkings on the other hand making 733 million their cash flow negative and they're not putting any money to bank they're losing money so i don't get it here is a great thing now guys in new jersey golden nugget is estimating their revenue per customer now keep in mind men and women use golden nuggets app they average 566 dollars a customer compared to draftkings averages 39 per customer and draftkings focuses on the young male 30 to 35 years old and there's not many females at all using that hat so guys as you know golden oak currently trades out of 12 times its current revenue but draftkings is trading at 19 and a half times right now so guys that only leads me to one thing to say after doing this analysis i'm going to do what jim cramer should have did this is a buy sorry for my writing bye bye bye bye bye and that ladies and gentlemen includes the lightning round all right guys hope you enjoyed that whiteboard lightning round with golden nugget versus draftkings god i love doing that and like i said i have to do jim's job for him so guys as you know here it is i want to go in here and take a look at the new thing here on robin hood that i thought was pretty cool looking and i want to show you guys this and it's kind of showing you the candlestick graph so let's get in here guys take a look at if you hit expand check this out you can do your different segways now if i go back here looking at the one month this is pretty cool guys i think this is really neat how you can see the candlesticks now on robin hood here now i might have been missing out on this but i think it's pretty cool so if we get in here and take a look at it guys i consider this a buy at twenty dollars and ten cents right now i mean how could you not wanna buy it at twenty dollars and ten cents guys i mean check this out right here if you look at the one month chart this thing here was trading right here up here at the high at like 26.99 basically 27 and now today we are down here trading at twenty dollars and ten cents roughly at the end of today so there it is man down here with some great buys too congratulations that anyone was buying in under 20 man that is huge i know my buddy juancho loaded up under 20 dollars so congratulations to him and congratulations to any other family members out there that bought gnog right here at this price man we are poised to go now guys i know it's kind of hard keeping your you know morale up but i am here to do that i don't know where tillman's at he may have to get another phone call i gave him a two-week timeline so he's getting two weeks so we know we can't count on jim to come out and give us any help because he's buddy buddy with mr draftkings so i am your next best thing for promoting golden nugget guys and i'm here to do it so guys hope you all enjoyed today's video if you did hit that thumbs up and join the thumbs up nation guys i love and appreciate every single one of you and i'm predicting golden nuggets gonna have a great week next week because i'm predicting those q4 december revenues are going to come out on the earnings in new jersey so i'm super excited about that so guys when they come out i'll be doing a video on it for you guys i'm super hyped up hope you all love the big monitor in the back so guys i'll catch you in the next one remember to buy the dip baby baby baby let's go
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