Flutter
3 notes on Flutter Entertainment plc (NYSE: FLUT), newest first.
This page states no position of its own. Each note disclosed the firm’s position on the day it published; it may have changed since, without notice.
The Flutter thread
3 notes, newest firstFlutter Entertainment plc · NYSE: FLUT
Flutter after Q3: who keeps the $100?
Flutter's value turns on the courts: about $61–$74 a share if Kalshi wins, $86 if they stay split, $105–$120 if the states win. The firm stays long.
14 tables · 7 chartsLongValuation
Flutter Entertainment plc · NYSE: FLUT
Flutter Entertainment plc: a global compounder navigating a contained shift
A still-dominant US sportsbook in a deliberate investment year, beside a larger, insulated International business earning three-quarters of group profit.
10 tables · 4 chartsLongValuation
Flutter Entertainment plc · NYSE: FLUT
Flutter Entertainment plc: a sum-of-the-parts case for a contrarian long
Valuing FanDuel against DraftKings and International against Entain implies about $137 a share against a $106 quote — if the margin squeeze is temporary.
4 tablesLongValuation
Positions disclosed
| Published | Note | Firm’s position |
|---|---|---|
| 5 Nov 2026 | SER-0012 Position Review | Long |
| 11 Aug 2026 | SER-0006 Position Review | Long |
| 5 Jul 2026 | SER-0001 Research Note | Long |