Stocks · Theme
Prediction market & betting stocks · 4 research notes
4 Prediction markets & betting stocks with a dated research note: thesis, kill line and next catalyst.
Earlier themeNot among the research's active themes (last active 31 July 2026). Each stock's note below is dated on its own.
All 4 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksCOINCoinbase GlobalLow Coinbase Global shares look more likely to lag the S&P 500 because trading revenue is shrinking faster than new licenses add income. The fourth-quarter report, expected about mid-February 2027, tests the $550–630 million services guide.HOODRobinhood MarketsLow Robinhood Markets' event contracts are growing while crypto volume fell 21% in October and stock and options trading stalled, so the shares are more likely to lag the S&P 500; November data and the February 2027 fourth-quarter report…GENIGenius SportsMedium Genius Sports' official sports data business beat third-quarter revenue and raised 2026 guidance on 5 November 2026, so the shares are modestly more likely to lead the S&P 500 over three months; the fourth-quarter report, expected around…SRADSportradar GroupMedium Sportradar Group AG is modestly more likely than not to beat the S&P 500 over three months, backed by third-quarter revenue up 24% and US revenue up 47%; fourth-quarter results and the Atrium Sports sale closing settle whether the shares…