Sep. 17 at 4:47 PM
$PLTK @DSWN Management, debt, and lawsuits worry me here much more than
$DDI but the price relative to cash flow is getting more attractive for PLTK lately. Obviously both businesses have social casino lawsuit risks but
$PLTK has investor lawsuits and unaligned majority shareholders are a scary thing. Both businesses have a majority owner but I prefer the Korean founder led DDI he takes no stock based comp, extremely reasonable salary, and has been very disciplined. You would have to value the diversified revenue streams of PLTK much more than the more ethical management and much healthier balance sheet of DDI to pick the former in my opinion.