GBFH's Credit Card: The Sleeping Giant Stirs
9 months ago
David’s Investment Notes
"GBFH (update): Q4 credit card volume $51.7M, up from $13.9M Q3. Prime customers, low risk. Projecting $1.1B 2025, $2.3B 2026 in $40-50B market. 2026 EPS est. $4.73 (vs Street $2.17): $2.26 bank, $1.47 credit card, $1.00 BoltBetz slots. $95 price target. Potential upside from lottery, partnerships."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
GBFH's Credit Card: The Sleeping Giant Stirs
Source:
David’s Investment Notes
Published:
March 12, 2025
Idea Type:
Stock Idea