Conversations with Jaguars – December 9 ($ATVI, $DKNG, $PENN, $BIDU, $YETI, $SYNH, $RBA, $ECOM)

A little bit longer than normal but tons of great content today. You want to listen to this discussion as you may have either positions or interest in these stocks. $ATVI Warcraft expansion pack sales strong. $DKNG and $PENN watch Ohio and Michigan legalization. $BIDU gets a huge price hike from UBS. $YETI checks are crazy strong and stock is on fire. $SYNH raised guidance at analyst day yesterday and sets up for a breakout. $RBA bull case with TAM rising sharply as company innovates to benefit from shift to digital. $ECOM bull case with potential 50% upside over next 12 months.