“I think Light & Wonder's growing faster than Aristocrat fairly significantly, and so if anything, in my opinion, should probably trade at at least in parity, if not at a premium, to where Aristocrat i”
@Yet Another Value Podcast
Light & Wonder outpaces rival Aristocrat's growth yet trades at just 7 to 8 times EBITDA, setting up a massive rally as the market closes this valuation gap.