Twin River Worldwide Holdings, Inc.
TRVW
position
long
Dov Gertzulin
Thesis
Dov Gertzulin includes Twin River Worldwide in his discussions, suggesting a belief in its potential for growth and recovery in the gaming industry.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The mention of potential growth and recovery in the gaming industry does suggest a positive outlook, but without further information, the outcome remains uncertain.
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