176:07longdirectional thesisGOLF Golf is mooning as cool kids and 30-somethings flood courses; Acushnet (Titleist/FootJoy) is the public play.
Titleist Golf. Large, it's with market cap of $5.2 billion, owns the top equipment apparel brands including Titleist and FootJoy... Ticker GOLF. I don't hate that. All the cool kids are into golf.
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172:20longdirectional thesisCHDN Churchill Downs offers IRL Kentucky Derby scarcity exposure but races too infrequently to make the cut.
Whoa, whoa, I like that. 6 Bs, dude. The Kentucky Derby, I think, is going to be hot. I would love to go to a fucking horse race... That is a very interesting one, huh?
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