Better Collective
On the affiliate model, sportsbook relationships, the history of Better Collective, acquisitive growth, the iGaming industry, regulatory opportunities, data advantages, and potential return.
This guide covers
This is a complete list of articles I have written on the subject.
On the affiliate model, sportsbook relationships, the history of Better Collective, acquisitive growth, the iGaming industry, regulatory opportunities, data advantages, and potential return.
On Disney’s acquisitive history and digital transformation, how a shift to DTC shifts the economics of the business, and how I would value the company with the subscription business at focus.
Join 5,000+ investment professionals and curious stock pickers by subscribing to the newsletter.
© 2025 Sung Capital, all rights reserved. The content provided on the website is for informational purposes only, and investors should not construe any such information or other content as legal, tax, investment, financial, or other advice. Nothing contained constitute a solicitation, recommendation, endorsement, or offer by Sung Capital or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. See our terms, privacy policy, and disclaimer.
