Bowlero: Huge Drop In Share Price Is Another Buying Opportunity

Heinsite Capital
600 Followers

Summary

  • Bowlero's recent share price drop presents a buying opportunity due to continued revenue growth potential and attractive valuation.
  • BOWL's strategy of price increases, improving margins, and opening new centers should support future growth.
  • Risks include competition from a diverse range of entertainment alternatives.

Woman in club for bowling is throwing ball

Pavlo Sukharchuk

Thesis

In my last article on Bowlero (BOWL), I recommended to go long as management has certainly executed as I expected, and I did not see any slowing down moving forward. The business itself is a straightforward firm with incredible unit

This article was written by

600 Followers
I am an investment analyst in a small boutique firm, covering companies across APAC and US.With over 5 years of dissecting businesses and what makes them tick, I look for opportunities in the markets and am not confined to a particular strategy. I look for strong companies with superior moats, but also believe strongly in managing risks to survive to fight another day.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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