Added to YB: 2025-04-16
Pitch date: 2025-04-15
PLAY [bullish]
PortalPlayer LLC
Author Info
No bio for this author
Company Info
PortalPlayer LLC operates as a fabless semiconductor company which engages in the design, development, and marketing of comprehensive platform solutions in the United States.
Market Cap
$343.8M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
10.38
EV/Sales
N/A
Sector
Software
Category
turnaround
Press Start on This Turnaround: Why Dave & Buster’s Is Set to Win
PLAY: Trading at 2x EBITDA for arcade business after assigning $800M+ value to Main Event bowling. EBITDA 3x higher than IPO 11y ago, yet same $17 price. Hill Path owns 20%, replaced errant CEO who overspent on remodels/cut ads. Slashing capex to $220M from $500M+, aggressive buybacks, insider buying. Leveraged but covenant-lite debt.
Read full article (1 min)