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Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG, Sonic AI
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Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
Yet Another Value Podcast
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Apr 19, 2026
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57:31
Interview
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
From
Yet Another Value Podcast
Tolu Bukola
(Aganju Capital, guest)
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Executive Summary
The primary investment thesis for DraftKings (DKNG) centers on the market's overestimation of the threat from prediction markets like Calshi.
The analyst argues that prediction markets are exploiting a temporary regulatory loophole by registering with the CFTC, but will inevitably face state-level gambling regulation due to overwhelming legal precedent and political pressure from states and Native American tribes.
DraftKings' core business is strong, with the US online sports betting market consolidating into a rational oligopoly and its high-margin iGaming segment poised for significant growth as more states legalize it.
The analyst projects DraftKings could achieve $1.5 to $2 billion in normalized EBITDA by 2029, suggesting significant upside if the regulatory overhang from prediction markets is removed.
Continue your research
Keep pulling the thread on Tolu Bukola.
Regulatory Arbitrage by Prediction Markets
The Inevitability of State-Level Regulation
The Undervalued iGaming Growth Engine
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Processed May 4, 2026
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