Conversations with Jaguars – September 15 ($DKNG, $PENN, $MAR, $HLT, $GNRC, $WK, $VRT, $DOOR, $JELD)

Lots of great discussion today again as the team tries to pack in as much high quality info as possible in 20 to 25 minutes. Taking another look at $DKNG partnership with ESPN and how this increases the moat. New Jersey August iGaming revenues are off the chart and soon Illinois and Colorado will follow the same trajectory of growth. $PENN iGaming full launch is on Friday, Sep 18th. All lodging stocks $MAR $HLT $H have really nice looking bull flags and BAML analyst is raising price target in $IHG with improving RevPar checks. $GNRC is beneficiary of hurricane Sally and fires in California. $WK bullish business update but waiting for chart to clear resistance before entry. Sweet breakout in $VRT which is a Top Pick in upcoming Jaguar Q4 Outlook. Lastly, two nice technical setups on housing related names $DOOR and $JELD as they breakout from bull flags.