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Dave & Buster’s Swings to Loss as Entertainment Sales Keep Falling $PLAY https://t.co/JMMJ3CaAOJ
NASDAQ
Dave & Buster's Entertainment, Inc.
PLAY
2 stories
$269M Market cap · 2026-10-15
Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis
Dave & Buster’s targets $1 billion-plus of incremental EBITDA by 2025 through marketing, food-and-beverage attachment and game pricing,…
Investor Letters
Letters that discuss PLAY.
- Patient Capital Management 3Q25 Portfolio Activity & Attribution 3Q25 PGEN $2.3BBABA $270BCROX $6B
- Patient Capital Management 1Q25 Portfolio Activity and Attribution first quarter of 2025 BABA $270BCVNA $65BCVS $118B
- Patient Capital Management 3Q24 Portfolio Activity and Attribution 3Q24 BABA $270BET $69BEXPE $36B
- Patient Capital Management 2Q26 Portfolio Activity & Attribution second quarter of 2026 ADBE $98BADYEN $34BBIIB $34B
- Patient Capital Management 2Q25 Portfolio Activity and Attribution 2Q25 BABA $270BCOIN $47BCOST $433B
- EdgePoint Wealth Management The art of portfolio managing (expectations) 1st quarter, 2025 —
- O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2025 Q1 2025 BMW CMP $934MDFIN $1.3B
