Held · Bookmarked
5 · 0
portfolios · users
Avg position size
45.7%
of holders' portfolios
13F filers
1
institution
Market cap
$628.3M
50M shares
52-week range
$8.10 – $13.28
87% from low
Exchange
NASDAQ
ADRC
P/S (TTM)
1.6
EV / FCF (TTM)
1.4
Conviction picks
#11
Designated top-3 by holders
DoubleDown Interactive Co Ltd is a developer and publisher of digital games on mobile and web-based platforms. The company is the creator of multi-format interactive entertainment experiences for casual players. The company's operating segments include the social casino games segment and the iGaming segment. The company generates the majority of its revenue from social casino games. Geographically, the company generates the majority of its revenue from the United States, while it also has its presence in Canada, Germany, United Kingdom, and International-Other. The games offered by the company are: Doubledown Casion, Doubledown Fortknox, and Doubledown Classic Slots.
www.doubledowninteractive.com| Trader / Portfolio | Conviction |
|---|---|
| Test Bestlctlost1 | Max119% |
| FID 401kLiam | Max48% |
| Robinhood Roth IraLiam | Max35% |
| Interactive Brokers - XUS ValueLiam | High24% |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 16.4% | — | — | — | ||
| Rev. Growth % | 5.5% | 0.1% | ||||
| Profit Margin % | 28.5% | 9.2% | ||||
| Free Cash Flow Margin % | 37.9% | 26.2% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -6.4% on the P/E track.
At today's price, your expected annual return is -0.3% on the P/E track.
At today's price, your expected annual return is +4.9% on the P/E track.
| RH IndividualLiam |
| — |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 73,256 | $619.0K |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $375M | +3.0% | $2.56 | $2.52–$2.62 | 4.9× | 3 |
| 2027 | $372M | -0.6% | $2.45 | $2.32–$2.61 | 5.1× | 3 |
| 2028 | $372M | -0.1% | $2.47 | $2.33–$2.60 | 5.1× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-11 | $0.61 | $0.66 | +8.2% |
| 2026-05-12 | $0.58 | $0.71 | +22.4% |
| 2026-02-11 | $0.62 | $0.49 | -21.0% |
| 2025-11-10 | $0.60 | $0.66 | +10.0% |
| 2025-08-12 | $0.51 | $0.44 | -13.7% |
| 2025-05-13 | $0.55 | $0.48 | -12.7% |
| 2025-02-11 | $0.59 | $0.72 | +22.0% |
| 2024-11-11 | $0.56 | $0.51 | -8.9% |
| $204M |
| — |
| GRVYGravity Co., Ltd. | $72.27 | +1.37% | $502M | — |
| IMXIInternational Money Express, Inc. | $14.16 | +0.45% | $426M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding DDI.
$SLS 👉 8 BUY OUTs in 8 Months ... I Will Almost Guarantee It !!!! EIGHT, or more, of the following of my Special Situation Stocks will be Bought Out: 1) SLS 2) $INBX 3) $PRTH 4) $DDI 5) $MNRO 6) RYAM 7) CRTO 8) GFL 9) IMXI 10) QGEN 11) PBI 12) BVS 13) ASH 14) CCC LIKE & FOLLOW Me 👉@Mike22332233 for the latest updates on each !!!
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$DDI Im glad to see FTIA keeping the pressure on as best they can. Love the latest letter where they value DDI at $26.4 and if doubleU games thinks 11.25 is right then they suggest ddi buy all of DU shares at that price. 😂
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$RILY in addition to $BW in rally mode today up > $1, $DDI holding up nicely today as well
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https://www.marketbeat.com/earnings/reports/2026-8-11-doubledown-interactive-co-ltd-stock-1/ $DDI DoubleDown Interactive Earnings Transcri
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$DDI Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.66 down -99.63% YoY • Reported revenue of $94.29M up 11.17% YoY
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$DDI DoubleDown Interactive Second Quarter 2026 Revenue Rises 11.2% to $94.3 Million and Earnings per Fully Diluted Common Share Increase 50.5% to $13.27 https://marketwirenews.com/stock/ddi/news/doubledown-interactive-second-quarter-2026-revenue-r-5976823682311451.html?utm_source=stocktwits
View on StockTwits ↗$RILY strange, $DDI getting a bit of a bid today but I thought the buyout price was set? Thoughts that it might go higher?
View on StockTwits ↗$RILY I am not sure why this CEO didn’t at least take the profits in $DDI … it has a buyout, most of the gains locked-in, can’t be much more upside left?
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$SLS OK ... # 8 Someone asked for my top 10 Special Situation Stock holdings ... I've called $SLS the best asymmetrical investment I've found in my 43 years of investing. It's the largest holding, by far, in an over $1.35 mil portfolio ... I expect MINIMUM BO of $140 and MAXIMUM BO price of $202 in a Bidding War during Q4! Now #8 ... A LOW-BALL offer of $11.25 was made for $DDI by the company that controls 67.05% of the shares. Q1 report had them at $10.88 cash/share and expected earnings for the year of $2.50-$2.75 ... They WILL NOT be able to do this deal -- and take control of all that cash, which is what they want -- for anything less than$15-$20 IMO ... since by Korean rules, they need 95% of ALL shareholders to vote yes, to be able to take total control and de-list the stock. That works out to needing a YES from 84.8% of the MINORITY 32.95% of shareholders (us) ! FOLLOW me 👉 @Mike22332233 as post Special Situation Stocks that have potential HUGE profits ahead!
View on StockTwits ↗$RILY so, Q2 done & not going to get the results until Aug, but we know it was a pretty solid Qtr … sounds like the core banking did well with all the deals announced & $APLD , $DDI & $SPCX all had solid gains… largest holding $BW was up nicely but then finished Qtr about flat, they likely gave up ~ $7/share potential gains there as rode it up then all the way down at EOQ
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@MutualFundMonday @Antcar321 I added. Second largest position behind $DDI
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.