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Michael Burry在DraftKings和Flutter中担任新职位

2026-07-09 02:57

  • Shares of DraftKings (DKNG) and Flutter (FLUT) are both moving higher after Michael Burry disclosed a new stake in both online betting platforms in a Substack post.
  • “DraftKings is inflecting as an operating business, and the value is in the transition I foresee in the near future. Flutter has been hurt by capital misallocation in the past but is fundamentally a very good operating business with terrific scale,” Burry posted.
  • While Burry acknowledges the threat from prediction markets and their impact on the share price of DraftKings (DKNG) and Flutter (FLUT), prediction markets like Kalshi (KALSHI) and Polymarket (POLYMARKET) will eventually be “subsumed into regulation and taxation.”

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