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Campaigns / Grizzly Research → Playtika Holding Corp.
Grizzly Research vs. Playtika Holding Corp.

Playtika Holding Corp. · PLTK

1 deck published between 2022-02-03 and 2022-02-03 — 30 pages, 23 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-02-03 initial thesis

    2022 02 Grizzly Research Playtika Holding Corp v20220203

    30pp · research_note

    PLTK is a Chinese-insider piggy bank dumped on US public investors — debt-financed pre-IPO cash-out, addictive gambling-akin games facing regulators, and hidden share pledges imply ~45% downside.