Chris Cocks

CEO, Animoca Brands
· tracked since Feb 2026
Calls 1 3 Posts tracked · 0.0/day
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HAS long -20.6%
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HAS ×3
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HAS long 3 months ago
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7d 0%
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Average Return -20.6% Long Return -20.6% Short Return -
Average Return
7d -4.5%
30d -11.8%
90d -10.8%
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HAS Hasbro, Inc. Hasbro, Inc.
Long
Feb 11
$105.94
-20.6%
Hasbro revenue grew 14%, driven by a 60% surge in "Magic: The Gathering." The CEO notes 70-80% of their business is now focused on "Kidults" (collectors/adult gamers). Unlike traditional toys (Mattel), Hasbro's core demographic (adult collectors) has a stronger balance sheet, is less price-sensitive, and is not exposed to tariffs (Magic cards are printed in the USA). This creates a recession-resistant moat. LONG. Superior demographic positioning vs. competitors. Consumer discretionary spending pullback among adults.
Hasbro revenue grew 14%, driven by a 60% surge in "Magic: The Gathering." The CEO notes 70-80% of their business is now focused on "Kidults" (collectors/adult gamers). Unlike traditional toys (Mattel), Hasbro's core demographic (adult collectors) has a stronger balance sheet, is less price-sensitive, and is not exposed to tariffs (Magic cards are printed in the USA). This creates a recession-resistant moat. LONG. Superior demographic positioning vs. competitors. Consumer discretionary spending pullback among adults.
Consumer
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