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29	member 11/19/20 1:15PM Re: Re: PLAY debate 28
The reason we focus on market cap rather than stock price is because PLAY's dilution through COVID has been worst in class so that $48 pre-covid stock price is misleading. The note offering did take... login to read the rest 4 view available tags
28	member 11/19/20 12:42PM Re: PLAY debate 27
Some counterpoint here. The bear case has fully played out and now there is clear line of site to the bull case. They lowered expenses and cash bleed, they refinanced debt, 2 vaccines have been... login to read the rest -1 view available tags
26	member 9/25/20 1:33PM Re: Re: CFO 25
KKR and HillPath both increased their stake this week in PLAY (per the 13D they were buying the 16 range). Anything to read into this move? -2 view available tags
25	member 9/18/20 2:23PM Re: CFO 23
CFO just joined May 2019 and the only vested RSUs I can see were awarded last cycle at $52. Former CEO S King left B Jenkins holding the bag here. Some recovery notwithstanding the former... login to read the rest view available tags
22	member 9/17/20 1:09PM Why we covered PLAY today
With PLAY down ~30-35% since our writeup, versus a ~10% rise in the Russell 2000 Restaurant index we took the opportunity today to cover our short position. Today’s extreme headline-driven sell-off doesn’t strike us as... login to read the rest 6 view available tags
19	member 8/13/20 9:46PM Re: Re: Re: Did PLAY pivot to being a cruise line and forget to tell anyone? Someone please explain. 18
I can't think of a business that is more fcked than PLAY in a covid world. It was already struggling with comps, first in F&B and then in gaming too. It's part amusement park, part... login to read the rest* 4 view available tags
17	member 8/13/20 4:12PM Re: Re: Re: Did PLAY pivot to being a cruise line and forget to tell anyone? Someone please explain. 16
Are the insider purchases of PLAY on Jul 7 real, or are those exec bonuses or something else (or was that participation in a share issuance)? Seems odd they are all on the same day/price. view available tags
15	member 8/13/20 2:07PM Re: Did PLAY pivot to being a cruise line and forget to tell anyone? Someone please explain. 14
This market is all factors and macro. You're going to find yourself frequently disappointed if you're looking for single names to trade on fundamentals (over the short-term) - particularly heavily shorted covid plays. 4 view available tags
10	member 6/25/20 11:46AM Re: Re: Rent deferrals / cash burn 9
Saw the CEO sold some stock. Obviosly not a good look. Is your data telling you anything as it relates to how the company might be performing in some of these states (FL, AZ, etc) 1 view available tags
8	member 6/12/20 10:26AM Rent deferrals / cash burn
M0scowMule - thanks for your excellent work here, agree this is quite interesting. Am curious how you are thinking about the 80% rent deferrals / abatements that mgmt mentioned on the call. Since they broke out their... login to read the rest 2 view available tags
7	member 6/12/20 9:28AM Re: per store traffic data 6
Generally speaking to gague store level traffic and sales we rely on a combination or transactional and geolocation data (both from multiple sources). More recently we have also been incorporating Google Maps data. This is... login to read the rest 1 view available tags
6	member 6/12/20 9:16AM per store traffic data
thanks, moscow. appreciate the write-up. where are you guys getting the per store traffic data from? thanks view available tags
4	member 6/11/20 7:21PM Re: Re: Presented without comment 3
What you guys think of the Q? Appears particularly bad relative to restaurant peers in terms of AUVs in reopened stores. How long do you guys predict they can go at this rate before they have... login to read the rest 1 view available tags
3	member 6/09/20 6:21PM Re: Presented without comment 1
Thx. Pic worth 1000 words. I understand better now. 1 view available tags
2	member 6/09/20 6:15PM Robinhood and retail money frenzy - how to think about
We've been seeing massive influxes of retail money into some of the retail/consumer stocks we cover. We surmise this is becuase retail names are things retail investors think they know and understand. PLAY is one... login to read the rest view available tags
1	member 6/09/20 8:17AM Presented without comment
https://robintrack.net/symbol/PLAY 2 view available tags

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			2016	2017
Price:	39.20	EPS	1.58	1.78
Shares Out. (in M):	32	P/E	24.8	22.0
Market Cap (in $M):	1,224	P/FCF	10.3	19.2
Net Debt (in $M):	36	EBIT	95	106
TEV (in $M):	1,260	TEV/EBIT	13.6	12.1
Borrow Cost:	General Collateral

Description

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