Artist: Freddie Gibbs & The Alchemist
Album: Alfredo
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Apple Music
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Background
Freddie Gibbs is a veteran hip-hop artist signed to Warner Records known for his sharp flow, versatility and charisma. Born in Gary, Indiana, he found himself in the streets early, selling marijuana at a young age and progressively adding cocaine, heroin and other hard drugs to his catalog. In high school, he was an all-conference wide receiver and safety, and earned himself an athletic scholarship to play football at Ball State University. However, using what little information I could find on the topic, it seems after a year he was expelled, as Gibbs says he “didn’t go to class and shit,” and he focused on pursuing a rap career after this.
Gibbs released over a dozen mixtapes between 2004 and 2012, leading up to the release of his debut album, ESGN. Gibbs really broke out in the hip-hop scene in 2014 following the release of his critically acclaimed collaboration with legendary producer Madlib, Pinata. The record is now considered one of the best hip-hop records of the 2010s. Since then, he has dropped a handful of well received albums, including Shadow of a Doubt in 2015 and Bandana, the sequel to Pinata, with Madlib in 2019.
The Alchemist has been a staple of the hip-hop community for around 15 years, first coming onto the scene in the early ‘90s as one half of the rap duo The Whooliganz. His production work became noticed as he worked with Dilated Peoples and Mobb Deep later into the decade. He has worked with a laundry list of high profile artists such as Nas, Eminem, The LOX, Action Bronson, Earl Sweatshirt and ScHoolboy Q. In 2018, The Alchemist teamed up with Gibbs and Curren$y to release the highly anticipated Fetti, which marked Gibbs’ first collaboration with The Alchemist on his own music (he had appeared on a small number of Alchemist-produced songs as a feature before this).
Review
Alfredo opens up with 1985, an intro track that is appropriately backed by a very triumphant sounding electric guitar riff - reflecting his position in the game hot off the release of Bandana - and classic Gibbs content; guns and cocaine. This track transitions into God is Perfect, quickly switching from his victorious braggadocio into one of the stickiest (and one of the only, for that matter) hooks on the record.
Track 3, Scottie Beam, was released at a critical moment in 2020, considering the subject matter. The song, which features a very powerful verse from Gibbs centered on the topic of police brutality, was released just days after the murder of George Floyd and the beginning of the intense period of protesting and activism that followed. The phrase “The revolution is the genocide, your execution will be televised” is repeated in variation on the track, referring to the number of police brutality cases going viral in media with no end in sight. Gibbs’ verse is one of the most memorable of the project.

He pulled me over, I asked him “Yo, what’s the problem, sir?
I swerved to duck the potholes, man, I had no option, sir
Just let me go, cause my license, insurance proper, sir
I’d hate to be on the run for smokin’ a officer”

This quote, while not particularly complicated, showcases Gibbs’ charisma and presence on vocals, very casually threatening to off an officer that has racially profiled him. Rick Ross also appears on the song, and although it doesn’t really go along with Gibbs’ verse, it is still another solid Rick Ross feature. At the end of his verse, he has a particularly chilling quote about the deaths of Kobe and Gigi Bryant, wondering if he’s next.
Look at Me is a very atmospheric song where Gibbs drops a quick verse and hook, telling the listener to “look at me, motherfucker.” He flexes his cars and women in a power move over a very light beat. A signature Alchemist skit then flips us from a very calm song into the darkest track on the album, Frank Lucas. An appropriately named track, Gibbs and Griselda’s Benny the Butcher, two of today’s best coke rappers, both drop very strong verses over a very grimy beat that sticks out among the many lavish and luxurious beats it is surrounded by. However, strong transitions from The Alchemist make this switch up fit like a glove, and it doesn’t sound out of place.
On Something to Rap About, Freddie Gibbs links up with Tyler, The Creator in one of his very few guest verses since the release of his critically acclaimed and Grammy Nominated-album IGOR. The song has Gibbs and Tyler rap about their recent accomplishments in different lights. The song almost feels like it has a light side and a dark side to it that flips in the middle, as The Alchemist subtly but masterfully ups the pitch of the track’s sample just as Tyler’s verse is beginning. Gibbs talks about the finer things that crime and crack helped pay the way for, while Tyler brags about fashion and vacationing while addressing his haters.

I just got a thumbs up and niggas go like “Good job”
You better find a shoe store and get your sole, get it quick, slip it on
And I’ll be in Mykonos, lemonade, sippin’ slow
Jumpin’ in the water off that boat I haven’t bought yet

Tyler follows up his shots towards those that waste their time hating on his success by also calling out the yes men in his life, telling them to find a soul in a double entendre and tying it off by bringing it back to the boat he mentions in the beginning of the track. This song leads into Baby $hit, which, despite the name, is a track dedicated to his success with women, while clarifying that he doesn’t have time to wife a bitch because he’s cleaning up his son’s shit.
The track Babies & Fools finds Gibbs linking up with Griselda once again in a very personal collaboration with Conway the Machine. The two rappers lay down a trio of verses each over a very laid back sample of Christian group Andrus, Blackwood & Company’s All of Me, following a theme of imperfection despite everything they’ve accomplished and who they are. Gibbs and Conway come off as very honest on this song, both reflecting on their come up and successes, saying they gave their all for the streets, the hood, and, of course, mama, but making it known they aren’t perfect. Conway, in particular, shares his shortcomings as a father in his second verse.

My baby mama cut me off, she had enough of my shit
I’ll CashApp stacks every now and then like that’s enough
She like “At least FaceTime, your babies don’t see your ass enough”
Plus, my older son is failin’ math, that shit ain’t addin’ up

His next verse after this goes right back to his street cred, reminding the listener what he has done for his crew and what he’d do for them if an enemy ever crossed the line, staying true to the song’s message.
The album closes out with Skinny Suge and All Glass. Skinny Suge gives us one last drop of a vulnerable Freddie Gibbs before the end of the tape. The instrumental is very somber and stripped back, with a heavy bass and light snare keeping tempo over ambience and an ominous guitar sample. Gibbs takes the time to look back on the losses he’s taken on the come up, revisiting his label troubles early in his career and the dark side of the drug game. Some of the most striking lyrics of the project are on this track, particularly when Gibbs touches on his uncle’s passing.

Man, my uncle died off a overdose
And the fucked up part about that is I know I supplied the nigga that sold it
Put a pistol to my head, I was way too scared, drunk off emotions
I’m drinkin’ and takin’ these drugs cause I can’t numb the pain with smokin’

The song ends with a prayer to Allah, with Gibbs asking his Lord to protect him from the things out of his control while he lives by the street code. All Glass is the album’s finale, ending the album with a fearful, murder-full reminder that Gibbs is a powerful man who is not to be messed with.
Final Thoughts
I don’t believe this is anything close to a hot take, but this album is definitely in contention for the best album of 2020 in my eyes. It seems at times that Gibbs can work with any producer if he tries, but it still feels like this was an artist and producer combo destined for eachother. I’m more partial to Bandana over this project, but I still think this is a top of the line album that should not be missed. The features are all on point as well, especially Tyler and Conway, and I think this is an essential album for the “Old-school revival” currently happening.
Since I’ve already included lyrics as a part of my review, I’ll consider this a personal section and list some highlights for me as well as my favorite tracks.
Favorite Songs

Babies & Fools
Something to Rap About
Frank Lucas
God is Perfect
Scottie Beam

Favorite Lyrics

Geekers beamin’ up to Scotty in my crack lobby, I can smell the caine burnin’
Gangland, if you put a hit on Freddie Kane, it’ll be a gang murder
1985 Michael Jordan, bitch, I travel with a cocaine circus
Flow God level like when Hov speak, I make a song weep, I got the game hurtin’

Freddie Gibbs on 1985

Scammin’ niggas maxin’ out, ratchet bitches actin’ out
God made me sell crack so I’d have somethin’ to rap about
Lobster lollipops and crustaceans, ho, what you mad about?
I fucked her twice in Vegas, that pussy wasn’t shit to brag about

Freddie Gibbs on Something to Rap About

Right back in the trap, these niggas bringin’ out the old me
I’m tryna live to 93 to see the old me

Freddie Gibbs on Something to Rap About

I cut some niggas off on some hater shit niggas said to me
R.I.P. tees cause these motherfuckers is dead to me
Nail is in the coffin, murder, murder
I’m sick of y’all niggas, and I ain’t coughin’, I know me
Y’all often anxious, lost in y’all thoughts and I don’t relate
So keep that energy away from me
Don’t blame me cause you ain’t got it figured out, you ain’t got the bigger house
The jig is up, you jealous, dawg, my afro long, I’ll pick it out

Tyler, The Creator on Something to Rap About

Get that white and I beat it up like I’m Mike
Jumper broke, man, a nigga can’t be like Mike

Freddie Gibbs on Baby $hit

Cougar pussy, I fuck a rich nigga wife
Doja Cat let me hit from the byke-byke

Freddie Gibbs on Baby $hit

Dumb high, Marty McFly, put down the crack, bet on myself
Like I went back to the future with a rap almanac

Freddie Gibbs on Skinny Suge
Discussion Questions

Do you prefer Freddie Gibbs over this style of production or over modern trap beats, such as on the album Freddie?
Do you think this album deserves to win the Grammy Award for Rap Album of the Year?
Where does this album rank among The Alchemist’s other 2020 collaborations (LULU with Conway the Machine & The Prince of Tea in China with Boldy James)?
How does this album compare to Bandana?
With producer collaboration projects seemingly becoming more common as of late, what other producers would you like to see Freddie Gibbs work with? On the flip side, what artists do you think The Alchemist should look to make a project with?

DD - Funko Toys

2/9/21 Update: Additional info posted here

Funko is a good company with solid performance that is still trading at a reasonable price. Check out my DD below:

Funko (FNKO)
Share Price (1/28/21) : $11.97
Share Price (09/16/19) : $27.86
Short Interest (1/26/21) : 14%
Next Earnings Release: March 2021
Funko Inc. is an American company that manufactures licensed pop culture collectibles, best known for its licensed vinyl figurines and bobbleheads. They have over 1,000 licenses across music, video games, film, TV, sports and many other pop culture properties. Some of their most popular licensed brands include Marvel, Disney, Star Wars, Pokemon, Fortnite, NBA, NFL, MLB, DC Comics, and a variety of anime properties.
Several points below support the belief that Funko’s revenue grew during the 2020 holiday season and could continue well into 2021:
· Increasing search traffic for Funko products
· Direct sales growth is driving increased revenue and profitability
· Parents are buying more gifts for their kids due to COVID
· People have more disposable income from staying at home and not going out
· Expansion of new products and licensees continuing through 2021
· Collectible investments like Funko POP! figures are exploding in value and popularity
· Recent analyst commentary, valuation, and financials are positive
FUNKO’S SEARCH TRAFFIC REACHES AN ALL-TIME HIGH IN Q4 2020
“Funko” google trends search traffic was up 20-30% in Q4 2020 (vs. Q4 2019)
Searches for “Funko” were up 2x in December vs the beginning of November 2020
After falling in December, “Funko” searches are trending back up to all-time-high levels
FUNKO’S DIRECT SALES INITIATIVES DRIVING HIGHER REVENUE & MARGIN
Funko Direct Sales (B2C) grew significantly in Q3 and likely to continue into Q4
· B2C business as a percentage of sales increased to 8% in Q3 2020 from 4% during the prior year.
· Funko’s e-commerce site grew over 150% vs. the prior year in Q3 2020
· The number of SKU’s on Funko’s e-commerce site rose tenfold since June 2020
“We went from only 200 of our own products [on our website] as late as June this year, to now well over 2,000 products available on our website.” – Funko CEO, Brian Mariotti
Funko’s first ever Selena Pop! sold out online in just 40 minutes.
Funko’s Q3 2020 Gross Profit % and Operating Margin % were near all-time-highs for the company
· Funko’s Q3 Gross Profit Percentage of 38.6% was its second highest ever (behind only Q1 2020)
· Funko’s Q3 Operating Profit Percentage of 10.8% was its second highest ever (behind only Q4 2018)
· As Funko continues to grow it’s B2C e-commerce sales in Q4 and beyond, it is possible that gross profit and operating profit percentages could rise as well
Retail customers were able to shift their Brick & Mortar inventory to their e-commerce channels to Funko unit sales
· Funko resellers who didn’t sell online were severely impacted by Brick & Mortar closures during COVID stay-at-home orders. As 2020 progressed, some of these retailers were able to create online stores (e.g.- Shopify, Amazon, eBay, etc.) through which they could sell their Funko inventory.
· Larger retailers that already had an omni-channel presence were able to shift their sales inventory from their Brick & Mortar stores to online fulfilment.
Funko has also created a mini-Pop! factory at its headquarters where customers can make their own custom Funko at a price of $25 each
· According to Funko, you can customize your Pop! using thousands of combinations. It’s “Think Build-A-Bear meets Funko Pop!” according to CEO Brian Mariotti.
· With a $25 price point, the margins are likely higher than the average Pop! figure that retails for between $10 to $15
PARENTS BUYING MORE GIFTS FOR THEIR KIDS DUE TO COVID
Parents likely splurged on their kids out of guilt of having shelter at home because of restrictions and to keep them occupied while they had to work at home.
· “Faced with rising transmission of the virus, state restrictions on retailers and heightened political and economic uncertainty, consumers chose to spend on gifts that lifted the spirits of their families and friends and provided a sense of normalcy given the challenging year. We believe President-elect Biden’s stimulus proposal, with direct payments to families and individuals, and further aid for small businesses and tools to keep businesses open, will keep the economy growing.” NRF President Matthew Shay
· “2020 was an unprecedented year for the U.S. toy industry. The growth we’ve seen in the toy industry speaks to the fact that parents are willing to put their children’s happiness above all else. The industry’s resiliency is very much underpinned by the reality that, in times of hardship, families look to toys to help keep their children engaged, active, and delighted. Put simply, toys are a big part of the happiness equation.” Juli Lennett - VP, U.S. Toys at NPD
Toy sales were strong in 2020 as US retail sales of toys was up 16% vs 2019; driven by pandemic spending
· According to NPD, “Much of the growth in 2020 was directly correlated to the COVID-19 pandemic and the changing consumer behavior associated with widespread lockdowns and school closures, the disposable income diverted from other types of entertainment to toys, as well as the onset of federal stimulus checks.”
Consumer spending on toys increased measurably due to lockdowns; with strong performance continuing through the holidays
· Per NPD, “While toy sales through mid-March 2020 were flat vs. 2019, widespread lockdown measures led to an abrupt increase in sales. This was further amplified by the distribution of stimulus checks beginning in April, resulting in the strongest month of growth for the year in May (+38%). Toy industry growth peaked again in October with an increase of 33% when the holiday season kicked off with Amazon Prime Day along with other retailer deals the same week.”
Key retail sources reporting significant sales growth during Q4 2020 suggest Funko sales performance was strong
· Target Q4 sales were fantastic showing signs of retail strength with a consumer that overlaps well with the Funko
> Overall comparable sales were up 17.2%
> Comparable digital sales were up over 100%
> Store-originated comparable sales were up 4.2%
> Store traffic was up 4.3%
> Average ticket size was up 12.3%
· GameStop Q4 sales were solid; showing additional potential for Funko sales
> Same store sales were up 4.8% in Q4 2020
> Online sales increased 309% in Q4 2020
· According to the NRF, 2020 Holiday Retail Sales were up 8.3% compared to the prior year despite the pandemic
> A surge in online shopping drove the increase (rising 32% vs. 2019)
> The increase of 8.3% was over double the average increase of 3.5% that the industry had seen over the last five years.
MORE DISPOSABLE INCOME TO SPEND AT HOME BY NOT GOING OUT
The National Retail Federation (NRF) says that strong retail performance has been driven by consumers with stimulus checks and extra savings from not going out or traveling
· “There was a massive boost to consumer wallets this season. Consumers were able to splurge on holiday gifts because of increased money in their bank accounts from the stimulus payments they received earlier in the year and the money they saved by not traveling, dining out, or attending entertainment events” – NRF Chief Economist Jack Kleinhenz.
Spending on “experiences” fell significantly in 2020
· The US Travel Association forecasts that spending on travel fell $500 billion in 2020 from $1.1 trillion in 2019
> The industry has lost about 40% of its direct travel jobs (about 3.5 million jobs) in 2020; driven by a reduction in business travel
> Foreign visitors to the US fell about 75% in 2020; driving a $119 billion reduction in travel spending
· Concert spending is down dramatically
> Live Nation reported a 98% decline in concert revenue in Q2 2020 and a 95% decline in concert revenue in Q3 2020
> About 5.2 million tickets were refunded in Q3 2020 and 23.3 million tickets had been refunded so far in 2020 (as of the end of Q3)
· Movie theater attendance is down substantially
> AMC theaters saw a 97% decline in attendance and a 91% decline in revenue in Q3 2020
> Cinemark saw a 96% decline in revenue
> Marcus Corporation (which also owns hotels and restaurants) saw a 84% decline in revenue
> Studio Movie Grill filed for bankruptcy
· Other anecdotal information points to more stay-at-home activity decreasing recreational spending
> Chuck E Cheese’s declared bankruptcy
> Dave & Busters is considering bankruptcy and plans layoffs of +1,000
> CiCi’s Pizza declares bankruptcy
> Starbucks saw fewer customers, reduced store hours, increased store closures, and a 5% decline in revenues in Q4 2020. This has led them to plan a shift to more “to-go” formats
> Many Las Vegas Hotels and Casinos have decided to close “part-time” during the week due to lower attendance and travel.
These include Encore, Rio, Linq, Planet Hollywood, Mandalay Bay, Park MGM, and Mirage
The majority of food buffets at the major hotels and casinos have been shuttered for the time being
Stimulus checks and other government programs to support consumer spending provide tailwinds for retail activity
· The US government authorized more than $10,000 per person in stimulus spending in 2020 over the course of five relief bills totaling $3.5 trillion
· More stimulus spending is expected; including a potential $1.9 trillion package that could include an additional $1,400 in stimulus checks
MORE SKUS / LICENSES ARE GROWING AND EXPECTED TO CONINUE STRONG
Active properties continue to rise and are expected to grow well into the future
· The number of active properties in Q3 2020 grew 15% over 2019
· Active properties grew from 644 in Q2 to 715 in Q3 2020
· The potential universe for Funko Pops! is limitless as new films, tv shows, musicians, anime characters, sports stars, and other media properties are created every year.
Some of the hot properties for this year and beyond
· Star Wars: Baby Yoda, Mandalorian, Rey, Valentine’s Day, etc.
· Marvel: WandaVision, Deadpool, Lucha Libre, Spiderman, Venom
· Anime: Dragon Ball Z, Naruto, Bakugan, My Hero Academia
· Films: Harry Potter, The Goonies, The Mummy, Fast & Furious
· TV: The Office, Umbrella Academy, The Queen’s Gambit, The Simpsons
· Sports: NFL, NBA, MLB, WWE
· Others: Disney, Pokemon, etc.
Retail exclusives can grow the potential universe of licenses and increase retailer buy-in
· For example: A retailer like GameStop could lobby Funko to make a GameStop exclusive of the WallStreetBets Kid like this person suggested here. (The exclusive Pop! would be made into a limited edition and sold only to GameStop to sell at their stores)
COLLECTIBLE INVESTMENTS ARE GROWING IN VALUE & POPULARITY
· Funko: The average Pops! Figure has a retail price from between $10 and $15 which allows most people an affordable entry point into collecting. Over time some Pops! Figures increase substantially in price; from $50 to $100 to even several thousand dollars. While some collectors buy Pops! as primarily an investment, many more buy them as a way to show their fandom. Whether they are avid Star Wars, Harry Potter, Pokemon, Sports, or Anime fans; collectors build large collections and show them off to friends.
· Sports Cards: To those paying attention, sports cards have been on a massive run with some cards worth more than your parent’s house and your sister’s car. Since the pandemic started, the demand for sports collectibles from basketball to football to soccer (and many others) has skyrocketed. Countless videos of box-breaks and pack openings have become the norm on social media. Some of these boxes are being purchased for tens of thousands with “hits” ranging from several hundred to hundreds of thousands.
· Collector’s Universe: This company that grades sports cards and other collectibles has tripled in value since June 2020. The number of sports collectors grading cards has exploded as demand rises. The popularity of grading sports cards is expected to maintain as prices continue to rise and the hobby becomes more mainstream.
ANALYST COMMENTARY AND FINANCIALS ARE A POSTIVE FOR THE STOCK
Piper Sandler: Upgraded Funko from “Neutral” to “Overweight” (raising their price target from $6 to $12).
· Analyst Erin Murphy sees evidence of “subsequent revenue pillars” with their recent launch of Snapsies at 800 Target stores; along with an expansion into board games and its digital efforts, which include a newly launched website in six European countries.
Valuation Comparison: Market Cap / Revenue (TTM)
· Funko: MC - $604 million / Rev - $640 million (0.9x sales)
· Mattel: MC - $6.27 billion / Rev - $4.43 billion (1.4x sales)
· Hasbro: MC - $13.13 billion / Rev - $5.17 billion (2.5x sales)
Key Financial Trends For Funko
· Q3 2020 EPS (Adjusted) = $0.31
> Third highest ever (only Q4 2018 & Q3 2019 were higher)
· Q3 2020 Revenue = $191 million
> Fourth highest ever (only Q4 2018, Q3 2019, and Q4 2019 were higher)
· Q3 2020 Revenue increase vs prior quarter of 94%
> Q1 and Q2 2020 saw significant declines due to COVID
> Q3 2020 only down 14% vs Q3 2019 despite Q2 2020 being down 49%
> Q3 2020 strength driven by Funko adapting quickly to online in the US market. (Q4 2020 revenue growth could be aided substantially by Funko’s development of their e-commerce shop in Europe.)
· Q3 2020 SG&A was reduced 20% vs. the prior year as Funko rationalizes costs and adjusts to focus more on D2C e-commerce
TL;DR
After a tough summer, Funko sales have rocketed back in Q3 to near where they were pre-pandemic; setting up a potentially historic earnings for Q4 2020. Google search activity suggests that Funko is as popular as ever and is set up well for a strong year in 2021. People are spending less on “going out;” instead buying things to use at home and presents for their kids. As time passes, Funko’s status as a popular collectible only continues to gain momentum.
Their direct sales initiative allows Funko to capture additional margin by sidestepping traditional brick and mortar retail to reach their customers. Investments in collectible products like Pops! and sports cards continue to increase in popularity and price. And the company continues to release even more products beyond Pops!; including games and apparel. While some Wall Street Analysts have already begun to take notice, a strong Q4 earnings announcement can drive even more attention to the stock.
Positions: Long Shares & Calls
Disclosure: I am long FNKO. This is not investment advice. I reserve the right to buy or sell FNKO without updating this thread. Do your own research and share (or not share) with the community in this thread. Thank you to the others on Reddit that shared this idea earlier.
Feedback: If you have any additional information, ideas, or critiques please make sure to comment. It is great to get the perspective of others when making an investment. Also that information can be incorporated into future posts and updates.
Previous DD: Herman Miller

Playboy going public: Porn, Gambling, and Cannabis

NEW INFO 5 Results from share redemption are posted. Less than .2% redeemed. Very bullish as investors are showing extreme confidence in the future of PLBY.
https://finance.yahoo.com/news/playboy-mountain-crest-acquisition-corp-120000721.html
NEW INFO 4 Definitive Agreement to purchase 100% of Lovers brand stores announced 2/1.
https://www.streetinsider.com/Corporate+News/Playboy+%28MCAC%29+Confirms+Deal+to+Acquire+Lovers/17892359.html
NEW INFO 3 I bought more on the dip today. 5081 total. Price rose AH to $12.38 (2.15%)
NEW INFO 2 Here is the full webinar.
https://icrinc.zoom.us/rec/play/9GWKdmOYumjWfZuufW3QXpe_FW_g--qeNbg6PnTjTMbnNTgLmCbWjeRFpQga1iPc-elpGap8dnDv8Zww.yD7DjUwuPmapeEdP?continueMode=true&tk=lEYc4F_FkKlgsmCIs6w0gtGHT2kbgVGbUju3cIRBSjk.DQIAAAAV8NK49xZWdldRM2xNSFNQcTBmcE00UzM3bXh3AAAAAAAAAAAAAAAAAAAAAAAAAAAA&uuid=WN_GKWqbHkeSyuWetJmLFkj4g&_x_zm_rtaid=kR45-uuqRE-L65AxLjpbQw.1611967079119.2c054e3d3f8d8e63339273d9175939ed&_x_zm_rhtaid=866
NEW INFO 1 Live merger webinar with PLBY and MCAC on Friday January 29, 2021 at 12:00 NOON EST link below
https://mcacquisition.com/investor-relations/press-release-details/2021/Playboy-Enterprises-Inc.-and-Mountain-Crest-Acquisition-Corp-Participate-in-SPACInsider-ICR-Webinar-on-January-29th-at-12pm-ET/default.aspx
Playboy going public: Porn, Gambling, and Cannabis
!!!WARNING READING AHEAD!!! TL;DR at the end. It will take some time to sort through all the links and read/watch everything, but you should.
In the next couple weeks, Mountain Crest Acquisition Corp is taking Playboy public. The existing ticker MCAC will become PLBY. Special purpose acquisition companies have taken private companies public in recent months with great success. I believe this will be no exception. Notably, Playboy is profitable and has skyrocketing revenue going into a transformational growth phase.
Porn - First and foremost, let's talk about porn. I know what you guys are thinking. “Porno mags are dead. Why would I want to invest in something like that? I can get porn for free online.” Guess what? You are absolutely right. And that’s exactly why Playboy doesn’t do that anymore. That’s right, they eliminated their print division. And yet they somehow STILL make money from porn that people (see: boomers) pay for on their website through PlayboyTV, Playboy Plus, and iPlayboy. Here’s the thing: Playboy has international, multi-generational name recognition from porn. They have content available in 180 countries. It will be the only publicly traded adult entertainment (porn) company. But that is not where this company is going. It will help support them along the way. You can see every Playboy magazine through iPlayboy if you’re interested. NSFW links below:
https://www.playboy.com/
https://www.playboytv.com/
https://www.playboyplus.com/
https://www.iplayboy.com/
Gambling - Some of you might recognize the Playboy brand from gambling trips to places like Las Vegas, Atlantic City, Cancun, London or Macau. They’ve been in the gambling biz for decades through their casinos, clubs, and licensed gaming products. They see the writing on the wall. COVID is accelerating the transition to digital, application based GAMBLING. That’s right. What we are doing on Robinhood with risky options is gambling, and the only reason regulators might give a shit anymore is because we are making too much money. There may be some restrictions put in place, but gambling from your phone on your couch is not going anywhere. More and more states are allowing things like Draftkings, poker, state ‘lottery” apps, hell - even political betting. Michigan and Virginia just ok’d gambling apps. They won’t be the last. This is all from your couch and any 18 year old with a cracked iphone can access it. Wouldn’t it be cool if Playboy was going to do something like that? They’re already working on it. As per CEO Ben Kohn who we will get to later, “...the company’s casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth.” Honestly, I stopped researching Scientific Games' sports betting segment when I saw the word ‘omni-channel’. That told me all I needed to know about it’s success.
“Our SG Sports™ platform is an enhanced, omni-channel solution for online, self-service and retail fixed odds sports betting – from soccer to tennis, basketball, football, baseball, hockey, motor sports, racing and more.”
https://www.scientificgames.com/
https://www.microgaming.co.uk/
“This latter segment has become increasingly enticing for Playboy, and it said last week that it is considering new tie-ups that could include gaming operators like PointsBet and 888Holdings.”
https://calvinayre.com/2020/10/05/business/playboys-gaming-ops-could-get-a-boost-from-spac-purchase/
As per their SEC filing:
“Significant consumer engagement and spend with Playboy-branded gaming properties around the world, including with leading partners such as Microgaming, Scientific Games, and Caesar’s Entertainment, steers our investment in digital gaming, sports betting and other digital offerings to further support our commercial strategy to expand consumer spend with minimal marginal cost, and gain consumer data to inform go-to-market plans across categories.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tMDAA1
They are expanding into more areas of gaming/gambling, working with international players in the digital gaming/gambling arena, and a Playboy sportsbook is on the horizon.
https://www.playboy.com/read/the-pleasure-of-playing-with-yourself-mobile-gaming-in-the-covid-era
Cannabis - If you’ve ever read through a Playboy magazine, you know they’ve had a positive relationship with cannabis for many years. As of September 2020, Playboy has made a major shift into the cannabis space. Too good to be true you say? Check their website. Playboy currently sells a range of CBD products. This is a good sign. Federal hemp products, which these most likely are, can be mailed across state lines and most importantly for a company like Playboy, can operate through a traditional banking institution. CBD products are usually the first step towards the cannabis space for large companies. Playboy didn’t make these products themselves meaning they are working with a processor in the cannabis industry. Another good sign for future expansion. What else do they have for sale? Pipes, grinders, ashtrays, rolling trays, joint holders. Hmm. Ok. So it looks like they want to sell some shit. They probably don’t have an active interest in cannabis right? Think again:
https://www.forbes.com/sites/javierhasse/2020/09/24/playboy-gets-serious-about-cannabis-law-reform-advocacy-with-new-partnership-grants/?sh=62f044a65cea
“Taking yet another step into the cannabis space, Playboy will be announcing later on Thursday (September, 2020) that it is launching a cannabis law reform and advocacy campaign in partnership with National Organization for the Reform of Marijuana Laws (NORML), Last Prisoner Project, Marijuana Policy Project, the Veterans Cannabis Project, and the Eaze Momentum Program.”
“According to information procured exclusively, the three-pronged campaign will focus on calling for federal legalization. The program also includes the creation of a mentorship plan, through which the Playboy Foundation will support entrepreneurs from groups that are underrepresented in the industry.” Remember that CEO Kohn from earlier? He wrote this recently:
https://medium.com/naked-open-letters-from-playboy/congress-must-pass-the-more-act-c867c35239ae
Seems like he really wants weed to be legal? Hmm wonder why? The writing's on the wall my friends. Playboy wants into the cannabis industry, they are making steps towards this end, and we have favorable conditions for legislative progress.
Don’t think branding your own cannabis line is profitable or worthwhile? Tell me why these 41 celebrity millionaires and billionaires are dummies. I’ll wait.
https://www.celebstoner.com/news/celebstoner-news/2019/07/12/top-celebrity-cannabis-brands/
Confirmation: I hear you. “This all seems pretty speculative. It would be wildly profitable if they pull this shift off. But how do we really know?” Watch this whole video:
https://finance.yahoo.com/video/playboy-ceo-telling-story-female-154907068.html
Man - this interview just gets my juices flowing. And highlights one of my favorite reasons for this play. They have so many different business avenues from which a catalyst could appear. I think paying attention, holding shares, and options on these staggered announcements over the next year is the way I am going to go about it. "There's definitely been a shift to direct-to-consumer," he (Kohn) said. "About 50 percent of our revenue today is direct-to-consumer, and that will continue to grow going forward.” “Kohn touted Playboy's portfolio of both digital and consumer products, with casino-style gaming, in particular, serving a crucial role under the company's new business model. Playboy also has its sights on the emerging cannabis market, from CBD products to marijuana products geared toward sexual health and pleasure.” "If THC does become legal in the United States, we have developed certain strains to enhance your sex life that we will launch," Kohn said. https://cheddar.com/media/playboy-goes-public-health-gaming-lifestyle-focus Oh? The CEO actually said it? Ok then. “We have developed certain strains…” They’re already working with growers on strains and genetics? Ok. There are several legal cannabis markets for those products right now, international and stateside. I expect Playboy licensed hemp and THC pre-rolls by EOY. Something like this: https://www.etsy.com/listing/842996758/10-playboy-pre-roll-tubes-limited?ga_order=most_relevant&ga_search_type=all&ga_view_type=gallery&ga_search_query=pre+roll+playboy&ref=sr_gallery-1-2&organic_search_click=1 Maintaining cannabis operations can be costly and a regulatory headache. Playboy’s licensing strategy allows them to pick successful, established partners and sidestep traditional barriers to entry. You know what I like about these new markets? They’re expanding. Worldwide. And they are going to be a bigger deal than they already are with or without Playboy. Who thinks weed and gambling are going away? Too many people like that stuff. These are easy markets. And Playboy is early enough to carve out their spot in each. Fuck it, read this too: https://www.forbes.com/sites/jimosman/2020/10/20/playboy-could-be-the-king-of-spacs-here-are-three-picks/?sh=2e13dcaa3e05
Numbers: You want numbers? I got numbers. As per the company’s most recent SEC filing:
“For the year ended December 31, 2019, and the nine months ended September 30, 2020, Playboy’s historical consolidated revenue was $78.1 million and $101.3 million, respectively, historical consolidated net income (loss) was $(23.6) million and $(4.8) million, respectively, and Adjusted EBITDA was $13.1 million and $21.8 million, respectively.”
“In the nine months ended September 30, 2020, Playboy’s Licensing segment contributed $44.2 million in revenue and $31.1 million in net income.”
“In the ninth months ended September 30, 2020, Playboy’s Direct-to-Consumer segment contributed $40.2 million in revenue and net income of $0.1 million.”
“In the nine months ended September 30, 2020, Playboy’s Digital Subscriptions and Content segment contributed $15.4 million in revenue and net income of $7.4 million.”
They are profitable across all three of their current business segments.
“Playboy’s return to the public markets presents a transformed, streamlined and high-growth business. The Company has over $400 million in cash flows contracted through 2029, sexual wellness products available for sale online and in over 10,000 major retail stores in the US, and a growing variety of clothing and branded lifestyle and digital gaming products.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
Growth: Playboy has massive growth in China and massive growth potential in India. “In China, where Playboy has spent more than 25 years building its business, our licensees have an enormous footprint of nearly 2,500 brick and mortar stores and 1,000 ecommerce stores selling high quality, Playboy-branded men’s casual wear, shoes/footwear, sleepwear, swimwear, formal suits, leather & non-leather goods, sweaters, active wear, and accessories. We have achieved significant growth in China licensing revenues over the past several years in partnership with strong licensees and high-quality manufacturers, and we are planning for increased growth through updates to our men’s fashion lines and expansion into adjacent categories in men’s skincare and grooming, sexual wellness, and women’s fashion, a category where recent launches have been well received.” The men’s market in China is about the same size as the entire population of the United States and European Union combined. Playboy is a leading brand in this market. They are expanding into the women’s market too. Did you know CBD toothpaste is huge in China? China loves CBD products and has hemp fields that dwarf those in the US. If Playboy expands their CBD line China it will be huge. Did you know the gambling money in Macau absolutely puts Las Vegas to shame? Technically, it's illegal on the mainland, but in reality, there is a lot of gambling going on in China. https://www.forbes.com/sites/javierhasse/2020/10/19/magic-johnson-and-uncle-buds-cbd-brand-enter-china-via-tmall-partnership/?sh=271776ca411e “In India, Playboy today has a presence through select apparel licensees and hospitality establishments. Consumer research suggests significant growth opportunities in the territory with Playboy’s brand and categories of focus.” “Playboy Enterprises has announced the expansion of its global consumer products business into India as part of a partnership with Jay Jay Iconic Brands, a leading fashion and lifestyle Company in India.” “The Indian market today is dominated by consumers under the age of 35, who represent more than 65 percent of the country’s total population and are driving India’s significant online shopping growth. The Playboy brand’s core values of playfulness and exploration resonate strongly with the expressed desires of today’s younger millennial consumers. For us, Playboy was the perfect fit.” “The Playboy international portfolio has been flourishing for more than 25 years in several South Asian markets such as China and Japan. In particular, it has strategically targeted the millennial and gen-Z audiences across categories such as apparel, footwear, home textiles, eyewear and watches.” https://www.licenseglobal.com/industry-news/playboy-expands-global-footprint-india It looks like they gave COVID the heisman in terms of net damage sustained: “Although Playboy has not suffered any material adverse consequences to date from the COVID-19 pandemic, the business has been impacted both negatively and positively. The remote working and stay-at-home orders resulted in the closure of the London Playboy Club and retail stores of Playboy’s licensees, decreasing licensing revenues in the second quarter, as well as causing supply chain disruption and less efficient product development thereby slowing the launch of new products. However, these negative impacts were offset by an increase in Yandy’s direct-to-consumer sales, which have benefited in part from overall increases in online retail sales so far during the pandemic.” Looks like the positives are long term (Yandy acquisition) and the negatives are temporary (stay-at-home orders).
https://www.sec.gov/Archives/edgadata/1803914/000110465921006093/tm213766-1_defa14a.htm
This speaks to their ability to maintain a financially solvent company throughout the transition phase to the aforementioned areas. They’d say some fancy shit like “expanded business model to encompass four key revenue streams: Sexual Wellness, Style & Apparel, Gaming & Lifestyle, and Beauty & Grooming.” I hear “we’re just biding our time with these trinkets until those dollar dollar bill y’all markets are fully up and running.” But the truth is these existing revenue streams are profitable, scalable, and rapidly expanding Playboy’s e-commerce segment around the world.
"Even in the face of COVID this year, we've been able to grow EBITDA over 100 percent and revenue over 68 percent, and I expect that to accelerate going into 2021," he said. “Playboy is accelerating its growth in company-owned and branded consumer products in attractive and expanding markets in which it has a proven history of brand affinity and consumer spend.”
Also in the SEC filing, the Time Frame:
“As we detailed in the definitive proxy statement, the SPAC stockholder meeting to vote on the transaction has been set for February 9th, and, subject to stockholder approval and satisfaction of the other closing conditions, we expect to complete the merger and begin trading on NASDAQ under ticker PLBY shortly thereafter,” concluded Kohn.
The Players: Suhail “The Whale” Rizvi (HMFIC), Ben “The Bridge” Kohn (CEO), “lil” Suying Liu & “Big” Dong Liu (Young-gun China gang). I encourage you to look these folks up. The real OG here is Suhail Rizvi. He’s from India originally and Chairman of the Board for the new PLBY company. He was an early investor in Twitter, Square, Facebook and others. His firm, Rizvi Traverse, currently invests in Instacart, Pinterest, Snapchat, Playboy, and SpaceX. Maybe you’ve heard of them. “Rizvi, who owns a sprawling three-home compound in Greenwich, Connecticut, and a 1.65-acre estate in Palm Beach, Florida, near Bill Gates and Michael Bloomberg, moved to Iowa Falls when he was five. His father was a professor of psychology at Iowa. Along with his older brother Ashraf, a hedge fund manager, Rizvi graduated from Wharton business school.” “Suhail Rizvi: the 47-year-old 'unsocial' social media baron: When Twitter goes public in the coming weeks (2013), one of the biggest winners will be a 47-year-old financier who guards his secrecy so zealously that he employs a person to take down his Wikipedia entry and scrub his photos from the internet. In IPO, Twitter seeks to be 'anti-FB'” “Prince Alwaleed bin Talal of Saudi Arabia looks like a big Twitter winner. So do the moneyed clients of Jamie Dimon. But as you’ve-got-to-be-joking wealth washed over Twitter on Thursday — a company that didn’t exist eight years ago was worth $31.7 billion after its first day on the stock market — the non-boldface name of the moment is Suhail R. Rizvi. Mr. Rizvi, 47, runs a private investment company that is the largest outside investor in Twitter with a 15.6 percent stake worth $3.8 billion at the end of trading on Thursday (November, 2013). Using a web of connections in the tech industry and in finance, as well as a hearty dose of good timing, he brought many prominent names in at the ground floor, including the Saudi prince and some of JPMorgan’s wealthiest clients.” https://www.nytimes.com/2013/11/08/technology/at-twitter-working-behind-the-scenes-toward-a-billion-dollar-payday.html Y’all like that Arab money? How about a dude that can call up Saudi Princes and convince them to spend? Funniest shit about I read about him: “Rizvi was able to buy only $100 million in Facebook shortly before its IPO, thus limiting his returns, according to people with knowledge of the matter.” Poor guy :(
He should be fine with the 16 million PLBY shares he's going to have though :)
Shuhail also has experience in the entertainment industry. He’s invested in companies like SESAC, ICM, and Summit Entertainment. He’s got Hollywood connections to blast this stuff post-merger. And he’s at least partially responsible for that whole Twilight thing. I’m team Edward btw.
I really like what Suhail has done so far. He’s lurked in the shadows while Kohn is consolidating the company, trimming the fat, making Playboy profitable, and aiming the ship at modern growing markets.
https://www.reuters.com/article/us-twitter-ipo-rizvi-insight/insight-little-known-hollywood-investor-poised-to-score-with-twitter-ipo-idUSBRE9920VW20131003
Ben “The Bridge” Kohn is an interesting guy. He’s the connection between Rizvi Traverse and Playboy. He’s both CEO of Playboy and was previously Managing Partner at Rizvi Traverse. Ben seems to be the voice of the Playboy-Rizvi partnership, which makes sense with Suhail’s privacy concerns. Kohn said this:
“Today is a very big day for all of us at Playboy and for all our partners globally. I stepped into the CEO role at Playboy in 2017 because I saw the biggest opportunity of my career. Playboy is a brand and platform that could not be replicated today. It has massive global reach, with more than $3B of global consumer spend and products sold in over 180 countries. Our mission – to create a culture where all people can pursue pleasure – is rooted in our 67-year history and creates a clear focus for our business and role we play in people’s lives, providing them with the products, services and experiences that create a lifestyle of pleasure. We are taking this step into the public markets because the committed capital will enable us to accelerate our product development and go-to-market strategies and to more rapidly build our direct to consumer capabilities,” said Ben Kohn, CEO of Playboy.
“Playboy today is a highly profitable commerce business with a total addressable market projected in the trillions of dollars,” Mr. Kohn continued, “We are actively selling into the Sexual Wellness consumer category, projected to be approximately $400 billion in size by 2024, where our recently launched intimacy products have rolled out to more than 10,000 stores at major US retailers in the United States. Combined with our owned & operated ecommerce Sexual Wellness initiatives, the category will contribute more than 40% of our revenue this year. In our Apparel and Beauty categories, our collaborations with high-end fashion brands including Missguided and PacSun are projected to achieve over $50M in retail sales across the US and UK this year, our leading men’s apparel lines in China expanded to nearly 2500 brick and mortar stores and almost 1000 digital stores, and our new men’s and women’s fragrance line recently launched in Europe. In Gaming, our casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth. Our product strategy is informed by years of consumer data as we actively expand from a purely licensing model into owning and operating key high-growth product lines focused on driving profitability and consumer lifetime value. We are thrilled about the future of Playboy. Our foundation has been set to drive further growth and margin, and with the committed capital from this transaction and our more than $180M in NOLs, we will take advantage of the opportunity in front of us, building to our goal of $100M of adjusted EBITDA in 2025.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
Also, according to their Form 4s, “Big” Dong Liu and “lil” Suying Liu just loaded up with shares last week. These guys are brothers and seem like the Chinese market connection. They are only 32 & 35 years old. I don’t even know what that means, but it's provocative.
https://www.secform4.com/insider-trading/1832415.htm
https://finance.yahoo.com/news/mountain-crest-acquisition-corp-ii-002600994.html
Y’all like that China money?
“Mr. Liu has been the Chief Financial Officer of Dongguan Zhishang Photoelectric Technology Co., Ltd., a regional designer, manufacturer and distributor of LED lights serving commercial customers throughout Southern China since November 2016, at which time he led a syndicate of investments into the firm. Mr. Liu has since overseen the financials of Dongguan Zhishang as well as provided strategic guidance to its board of directors, advising on operational efficiency and cash flow performance. From March 2010 to October 2016, Mr. Liu was the Head of Finance at Feidiao Electrical Group Co., Ltd., a leading Chinese manufacturer of electrical outlets headquartered in Shanghai and with businesses in the greater China region as well as Europe.”
Dr. Suying Liu, Chairman and Chief Executive Officer of Mountain Crest Acquisition Corp., commented, “Playboy is a unique and compelling investment opportunity, with one of the world’s largest and most recognized brands, its proven consumer affinity and spend, and its enormous future growth potential in its four product segments and new and existing geographic regions. I am thrilled to be partnering with Ben and his exceptional team to bring his vision to fruition.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
These guys are good. They have a proven track record of success across multiple industries. Connections and money run deep with all of these guys. I don’t think they’re in the game to lose.
I was going to write a couple more paragraphs about why you should have a look at this but really the best thing you can do is read this SEC filing from a couple days ago. It explains the situation in far better detail. Specifically, look to page 137 and read through their strategy. Also, look at their ownership percentages and compensation plans including the stock options and their prices. The financials look great, revenue is up 90% Q3, and it looks like a bright future.
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
I’m hesitant to attach this because his position seems short term, but I’m going to with a warning because he does hit on some good points (two are below his link) and he’s got a sizable position in this thing (500k+ on margin, I think). I don’t know this guy but he did look at the same publicly available info and make roughly the same prediction, albeit without the in depth gambling or cannabis mention. You can also search reddit for ‘MCAC’ and very few relevant results come up and none of them even come close to really looking at this thing.
https://docs.google.com/document/d/1gOvAd6lebs452hFlWWbxVjQ3VMsjGBkbJeXRwDwIJfM/edit?usp=sharing
“Also, before you people start making claims that Playboy is a “boomer” company, STOP RIGHT THERE. This is not a good argument. Simply put. The only thing that matters is Playboy’s name recognition, not their archaic business model which doesn’t even exist anymore as they have completely repurposed their business.”
“Imagine not buying $MCAC at a 400M valuation lol. Streetwear department is worth 1B alone imo.”
Considering the ridiculous Chinese growth as a lifestyle brand, he’s not wrong.
Current Cultural Significance and Meme Value: A year ago I wouldn’t have included this section but the events from the last several weeks (even going back to tsla) have proven that a company’s ability to meme and/or gain social network popularity can have an effect. Tik-tok, Snapchat, Twitch, Reddit, Youtube, Facebook, Twitter. They all have Playboy stuff on them. Kids in middle and highschool know what Playboy is but will likely never see or touch one of the magazines in person. They’ll have a Playboy hoodie though. Crazy huh? A lot like GME, PLBY would hugely benefit from meme-value stock interest to drive engagement towards their new business model while also building strategic coffers. This interest may not directly and/or significantly move the stock price but can generate significant interest from larger players who will.
Bull Case: The year is 2025. Playboy is now the world leader pleasure brand. They began by offering Playboy licensed gaming products, including gambling products, direct to consumers through existing names. By 2022, demand has skyrocketed and Playboy has designed and released their own gambling platforms. In 2025, they are also a leading cannabis brand in the United States and Canada with proprietary strains and products geared towards sexual wellness. Cannabis was legalized in the US in 2023 when President Biden got glaucoma but had success with cannabis treatment. He personally pushes for cannabis legalization as he steps out of office after his first term. Playboy has also grown their brand in China and India to multi-billion per year markets. The stock goes up from 11ish to 100ish and everyone makes big gains buying somewhere along the way.
Bear Case: The United States does a complete 180 on marijuana and gambling. President Biden overdoses on marijuana in the Lincoln bedroom when his FDs go tits up and he loses a ton of money in his sports book app after the Fighting Blue Hens narrowly lose the National Championship to Bama. Playboy is unable to expand their cannabis and gambling brands but still does well with their worldwide lifestyle brand. They gain and lose some interest in China and India but the markets are too large to ignore them completely. The stock goes up from 11ish to 13ish and everyone makes 15-20% gains.
TL;DR: Successful technology/e-commerce investment firm took over Playboy to turn it into a porn, online gambling/gaming, sports book, cannabis company, worldwide lifestyle brand that promotes sexual wellness, vetern access, women-ownership, minority-ownership, and “pleasure for all”. Does a successful online team reinventing an antiquated physical copy giant sound familiar? No options yet, shares only for now. $11.38 per share at time of writing. My guess? $20 by the end of February. $50 by EOY. This is not financial advice. I am not qualified to give financial advice. I’m just sayin’ I would personally use a Playboy sports book app while smoking a Playboy strain specific joint and it would be cool if they did that. Do your own research. You’d probably want to start here:
WARNING - POTENTIALLY NSFW - SEXY MODELS AHEAD - no actual nudity though
https://s26.q4cdn.com/895475556/files/doc_presentations/Playboy-Craig-Hallum-Conference-Investor-Presentation-11_17_20-compressed.pdf
Or here:
https://www.mcacquisition.com/investor-relations/default.aspx
Jimmy Chill: “Get into any SPAC at $10 or $11 and you are going to make money.”
STL;DR: Buy MCAC. MCAC > PLBY couple weeks. Rocketship. Moon.
Position: 5000 shares. I will buy short, medium, and long-dated calls once available.

DD - Funko Toys (+$15 per share / +$600m Market Cap)

2/9/21 Update: Additional info posted here

Funko is a good company with solid performance that is still trading at a reasonable price.
Check out my DD below:
Funko (FNKO)
Share Price (02/01/21) : $12.90
Share Price (09/16/19) : $27.86
Short Interest (1/26/21) : 14%
Next Earnings Release: March 2021
Funko Inc. is an American company that manufactures licensed pop culture collectibles, best known for its licensed vinyl figurines and bobbleheads. They have over 1,000 licenses across music, video games, film, TV, sports and many other pop culture properties. Some of their most popular licensed brands include Marvel, Disney, Star Wars, Pokemon, Fortnite, NBA, NFL, MLB, DC Comics, and a variety of anime properties.
Several points below support the belief that Funko’s revenue grew during the 2020 holiday season and could continue well into 2021:
· Increasing search traffic for Funko products
· Direct sales growth is driving increased revenue and profitability
· Parents are buying more gifts for their kids due to COVID
· People have more disposable income from staying at home and not going out
· Expansion of new products and licensees continuing through 2021
· Collectible investments like Funko POP! figures are exploding in value and popularity
· Recent analyst commentary, valuation, and financials are positive
FUNKO’S SEARCH TRAFFIC REACHES AN ALL-TIME HIGH IN Q4 2020
“Funko” google trends search traffic was up 20-30% in Q4 2020 (vs. Q4 2019)
Searches for “Funko” were up 2x in December vs the beginning of November 2020
After falling in December, “Funko” searches are trending back up to all-time-high levels
FUNKO’S DIRECT SALES INITIATIVES DRIVING HIGHER REVENUE & MARGIN
Funko Direct Sales (B2C) grew significantly in Q3 and likely to continue into Q4
· B2C business as a percentage of sales increased to 8% in Q3 2020 from 4% during the prior year.
· Funko’s e-commerce site grew over 150% vs. the prior year in Q3 2020
· The number of SKU’s on Funko’s e-commerce site rose tenfold since June 2020
“We went from only 200 of our own products [on our website] as late as June this year, to now well over 2,000 products available on our website.” – Funko CEO, Brian Mariotti
Funko’s first ever Selena Pop! sold out online in just 40 minutes.
Funko’s Q3 2020 Gross Profit % and Operating Margin % were near all-time-highs for the company
· Funko’s Q3 Gross Profit Percentage of 38.6% was its second highest ever (behind only Q1 2020)
· Funko’s Q3 Operating Profit Percentage of 10.8% was its second highest ever (behind only Q4 2018)
· As Funko continues to grow it’s B2C e-commerce sales in Q4 and beyond, it is possible that gross profit and operating profit percentages could rise as well
Retail customers were able to shift their Brick & Mortar inventory to their e-commerce channels to Funko unit sales
· Funko resellers who didn’t sell online were severely impacted by Brick & Mortar closures during COVID stay-at-home orders. As 2020 progressed, some of these retailers were able to create online stores (e.g.- Shopify, Amazon, eBay, etc.) through which they could sell their Funko inventory.
· Larger retailers that already had an omni-channel presence were able to shift their sales inventory from their Brick & Mortar stores to online fulfilment.
Funko has also created a mini-Pop! factory at its headquarters where customers can make their own custom Funko at a price of $25 each
· According to Funko, you can customize your Pop! using thousands of combinations. It’s “Think Build-A-Bear meets Funko Pop!” according to CEO Brian Mariotti.
· With a $25 price point, the margins are likely higher than the average Pop! figure that retails for between $10 to $15
PARENTS BUYING MORE GIFTS FOR THEIR KIDS DUE TO COVID
Parents likely splurged on their kids out of guilt of having shelter at home because of restrictions and to keep them occupied while they had to work at home.
· “Faced with rising transmission of the virus, state restrictions on retailers and heightened political and economic uncertainty, consumers chose to spend on gifts that lifted the spirits of their families and friends and provided a sense of normalcy given the challenging year. We believe President-elect Biden’s stimulus proposal, with direct payments to families and individuals, and further aid for small businesses and tools to keep businesses open, will keep the economy growing.” NRF President Matthew Shay
· “2020 was an unprecedented year for the U.S. toy industry. The growth we’ve seen in the toy industry speaks to the fact that parents are willing to put their children’s happiness above all else. The industry’s resiliency is very much underpinned by the reality that, in times of hardship, families look to toys to help keep their children engaged, active, and delighted. Put simply, toys are a big part of the happiness equation.” Juli Lennett - VP, U.S. Toys at NPD
Toy sales were strong in 2020 as US retail sales of toys was up 16% vs 2019; driven by pandemic spending
· According to NPD, “Much of the growth in 2020 was directly correlated to the COVID-19 pandemic and the changing consumer behavior associated with widespread lockdowns and school closures, the disposable income diverted from other types of entertainment to toys, as well as the onset of federal stimulus checks.”
Consumer spending on toys increased measurably due to lockdowns; with strong performance continuing through the holidays
· Per NPD, “While toy sales through mid-March 2020 were flat vs. 2019, widespread lockdown measures led to an abrupt increase in sales. This was further amplified by the distribution of stimulus checks beginning in April, resulting in the strongest month of growth for the year in May (+38%). Toy industry growth peaked again in October with an increase of 33% when the holiday season kicked off with Amazon Prime Day along with other retailer deals the same week.”
Key retail sources reporting significant sales growth during Q4 2020 suggest Funko sales performance was strong
· Target Q4 sales were fantastic showing signs of retail strength with a consumer that overlaps well with the Funko
> Overall comparable sales were up 17.2%
> Comparable digital sales were up over 100%
> Store-originated comparable sales were up 4.2%
> Store traffic was up 4.3%
> Average ticket size was up 12.3%
· GameStop Q4 sales were solid; showing additional potential for Funko sales
> Same store sales were up 4.8% in Q4 2020
> Online sales increased 309% in Q4 2020
· According to the NRF, 2020 Holiday Retail Sales were up 8.3% compared to the prior year despite the pandemic
> A surge in online shopping drove the increase (rising 32% vs. 2019)
> The increase of 8.3% was over double the average increase of 3.5% that the industry had seen over the last five years.
MORE DISPOSABLE INCOME TO SPEND AT HOME BY NOT GOING OUT
The National Retail Federation (NRF) says that strong retail performance has been driven by consumers with stimulus checks and extra savings from not going out or traveling
· “There was a massive boost to consumer wallets this season. Consumers were able to splurge on holiday gifts because of increased money in their bank accounts from the stimulus payments they received earlier in the year and the money they saved by not traveling, dining out, or attending entertainment events” – NRF Chief Economist Jack Kleinhenz.
Spending on “experiences” fell significantly in 2020
· The US Travel Association forecasts that spending on travel fell $500 billion in 2020 from $1.1 trillion in 2019
> The industry has lost about 40% of its direct travel jobs (about 3.5 million jobs) in 2020; driven by a reduction in business travel
> Foreign visitors to the US fell about 75% in 2020; driving a $119 billion reduction in travel spending
· Concert spending is down dramatically
> Live Nation reported a 98% decline in concert revenue in Q2 2020 and a 95% decline in concert revenue in Q3 2020
> About 5.2 million tickets were refunded in Q3 2020 and 23.3 million tickets had been refunded so far in 2020 (as of the end of Q3)
· Movie theater attendance is down substantially
> AMC theaters saw a 97% decline in attendance and a 91% decline in revenue in Q3 2020
> Cinemark saw a 96% decline in revenue
> Marcus Corporation (which also owns hotels and restaurants) saw a 84% decline in revenue
> Studio Movie Grill filed for bankruptcy
· Other anecdotal information points to more stay-at-home activity decreasing recreational spending
> Chuck E Cheese’s declared bankruptcy
> Dave & Busters is considering bankruptcy and plans layoffs of +1,000
> CiCi’s Pizza declares bankruptcy
> Starbucks saw fewer customers, reduced store hours, increased store closures, and a 5% decline in revenues in Q4 2020. This has led them to plan a shift to more “to-go” formats
> Many Las Vegas Hotels and Casinos have decided to close “part-time” during the week due to lower attendance and travel.
These include Encore, Rio, Linq, Planet Hollywood, Mandalay Bay, Park MGM, and Mirage
The majority of food buffets at the major hotels and casinos have been shuttered for the time being
Stimulus checks and other government programs to support consumer spending provide tailwinds for retail activity
· The US government authorized more than $10,000 per person in stimulus spending in 2020 over the course of five relief bills totaling $3.5 trillion
· More stimulus spending is expected; including a potential $1.9 trillion package that could include an additional $1,400 in stimulus checks
MORE SKUS / LICENSES ARE GROWING AND EXPECTED TO CONINUE STRONG
Active properties continue to rise and are expected to grow well into the future
· The number of active properties in Q3 2020 grew 15% over 2019
· Active properties grew from 644 in Q2 to 715 in Q3 2020
· The potential universe for Funko Pops! is limitless as new films, tv shows, musicians, anime characters, sports stars, and other media properties are created every year.
Some of the hot properties for this year and beyond
· Star Wars: Baby Yoda, Mandalorian, Rey, Valentine’s Day, etc.
· Marvel: WandaVision, Deadpool, Lucha Libre, Spiderman, Venom
· Anime: Dragon Ball Z, Naruto, Bakugan, My Hero Academia
· Films: Harry Potter, The Goonies, The Mummy, Fast & Furious
· TV: The Office, Umbrella Academy, The Queen’s Gambit, The Simpsons
· Sports: NFL, NBA, MLB, WWE
· Others: Disney, Pokemon, etc.
Retail exclusives can grow the potential universe of licenses and increase retailer buy-in
· For example: A retailer like GameStop could lobby Funko to make a GameStop exclusive of the WallStreetBets Kid like this person suggested here. (The exclusive Pop! would be made into a limited edition and sold only to GameStop to sell at their stores)
COLLECTIBLE INVESTMENTS ARE GROWING IN VALUE & POPULARITY
· Funko: The average Pops! Figure has a retail price from between $10 and $15 which allows most people an affordable entry point into collecting. Over time some Pops! Figures increase substantially in price; from $50 to $100 to even several thousand dollars. While some collectors buy Pops! as primarily an investment, many more buy them as a way to show their fandom. Whether they are avid Star Wars, Harry Potter, Pokemon, Sports, or Anime fans; collectors build large collections and show them off to friends.
· Sports Cards: To those paying attention, sports cards have been on a massive run with some cards worth more than your parent’s house and your sister’s car. Since the pandemic started, the demand for sports collectibles from basketball to football to soccer (and many others) has skyrocketed. Countless videos of box-breaks and pack openings have become the norm on social media. Some of these boxes are being purchased for tens of thousands with “hits” ranging from several hundred to hundreds of thousands.
· Collector’s Universe: This company that grades sports cards and other collectibles has tripled in value since June 2020. The number of sports collectors grading cards has exploded as demand rises. The popularity of grading sports cards is expected to maintain as prices continue to rise and the hobby becomes more mainstream.
ANALYST COMMENTARY AND FINANCIALS ARE A POSTIVE FOR THE STOCK
Piper Sandler: Upgraded Funko from “Neutral” to “Overweight” (raising their price target from $6 to $12).
· Analyst Erin Murphy sees evidence of “subsequent revenue pillars” with their recent launch of Snapsies at 800 Target stores; along with an expansion into board games and its digital efforts, which include a newly launched website in six European countries.
Valuation Comparison: Market Cap / Revenue (TTM)
· Funko: MC - $604 million / Rev - $640 million (0.9x sales)
· Mattel: MC - $6.27 billion / Rev - $4.43 billion (1.4x sales)
· Hasbro: MC - $13.13 billion / Rev - $5.17 billion (2.5x sales)
Key Financial Trends For Funko
· Q3 2020 EPS (Adjusted) = $0.31
> Third highest ever (only Q4 2018 & Q3 2019 were higher)
· Q3 2020 Revenue = $191 million
> Fourth highest ever (only Q4 2018, Q3 2019, and Q4 2019 were higher)
· Q3 2020 Revenue increase vs prior quarter of 94%
> Q1 and Q2 2020 saw significant declines due to COVID
> Q3 2020 only down 14% vs Q3 2019 despite Q2 2020 being down 49%
> Q3 2020 strength driven by Funko adapting quickly to online in the US market. (Q4 2020 revenue growth could be aided substantially by Funko’s development of their e-commerce shop in Europe.)
· Q3 2020 SG&A was reduced 20% vs. the prior year as Funko rationalizes costs and adjusts to focus more on D2C e-commerce
TL;DR
After a tough summer, Funko sales have rocketed back in Q3 to near where they were pre-pandemic; setting up a potentially historic earnings for Q4 2020. Google search activity suggests that Funko is as popular as ever and is set up well for a strong year in 2021. People are spending less on “going out;” instead buying things to use at home and presents for their kids. As time passes, Funko’s status as a popular collectible only continues to gain momentum.
Their direct sales initiative allows Funko to capture additional margin by sidestepping traditional brick and mortar retail to reach their customers. Investments in collectible products like Pops! and sports cards continue to increase in popularity and price. And the company continues to release even more products beyond Pops!; including games and apparel. While some Wall Street Analysts have already begun to take notice, a strong Q4 earnings announcement can drive even more attention to the stock.
Positions: Long Shares & Calls
Disclosure: I am long FNKO. This is not investment advice. I reserve the right to buy or sell FNKO without updating this thread. Do your own research and share (or not share) with the community in this thread. Thank you to the others on Reddit that shared this idea earlier.
Feedback: If you have any additional information, ideas, or critiques please make sure to comment. It is great to get the perspective of others when making an investment. Also that information can be incorporated into future posts and updates.
Previous DD: Herman Miller

GMBL- UP OVER 50% from my last post 5 days ago

🚀🚀 REAL LUCK GROUP - the next SCR.TO - $LUCK.V $LUCK 🚀🚀

🚀 Real Luck Group - $LUCK.V is a Canadian E-Sports Betting Giant Primed to Explode 🚀

JoJo's Bizarre OC Tournament #5: Round 3 Match 7 - Bang "Boogie" Bronson vs Espiritu (Glitchless) (Any%) (WR)

The results are in for Match 5. The winner is…
The Masters of Funky Action, with a score of 72 to Suburban Regalia‘s 64!

Category	Winner	Point Totals	Comments
Popularity	Masters of Funky Action	19-10	At 6.5 votes to 3.5, MFA took the lead early on and held onto it.
Quality	Suburban Regalia	20-21	Reasoning
JoJolity	Tie	23-23	Reasoning
Conduct	Tie	10-10

“Nngh… Gheh…” Lemon Demon couldn’t move much without hurting himself, and was beginning to black out as it was; Bert’s creations had been fended through, the pair had been separated, and he’d wound up tangled and chained up and unable to break free without some great risk to his own safety. Regardless, though, even slipping out of consciousness and feeling it, he kept up high spirits.
“Guess I’m beat… Guess this is some kinda karma. I always made phone cords so they get all tangled up on purpose… Whole design of the things was my idea.” He snickered a bit, turning his head as much as he could. “Okay, wanna help me down, Bert?”
The old troublemaker only heard silence back as his eyes shut.
“…Bert?”
Perseus Drakos and Casey Williams, standing at the bottom of the stairwell by the entrance to the basement room from which their opponents had come, were quiet, the older of the two putting a hand on the younger’s shoulder.
“Hey, Percy… Are you doing alright?”
“…why wouldn’t I be? We won… We beat a monster who killed tens of thousands. Got revenge for Rudolf…” Perseus answered, tone so even she couldn’t tell if he was forcing it or not, turning around and walking quickly towards the door, shrugging her hand away. “C’mon, we need to help those people still. They might still be alive.”
“…” Casey turned to watch him move, and didn’t let herself turn back towards the coffin of glass, which had been stuck with blade after blade and begun dripping something copper-scented all over the floor.
Whether he was being honest or not, Perseus was right. This mattered more.
The pair stepped into the trashed laboratory, unsurprised yet at once deeply concerned as they saw the bloodied forms of the University Board members laying there, large gashes in their heads, barely moving, at either side of some off-white mess in a pile of broken glass on the ground.
“They… They’re alive, for now, but… I don’t think they’ll last like this.” Casey expressed, trembling with her finger on the pulse of the restaurant’s owner. “We… Were we too late? Even fighting as fast as we could, were we too late?!”
“No, there…” Perseus’ voice cracked slightly. “There has to be something we can-” He paused, then, the Stranger guiding his attention to the ‘weapon’ on the ground.
Something the size of a ping-pong ball had begun to emerge from it.
There’s only a few hours left, meanwhile, to vote in the round’s first boss match, wherein a returning T3 character faces an ant-controlling boy and a shocking Kamen Rider!
Scenario:
Downtown Los Fortuna, The Capital Islets - Near City Hall
Council Chairperson Raymond Delwyn Shimizu was in about as good a mood as he could be, given the troubling circumstances. The city and everyone in it was in danger, and one of his closest allies here was currently on a dangerous mission to take down the entire leadership of the city’s most prominent crime rings, and still, petty bullshit, feuds and backroom deals and councilmen in people’s pockets continued to stand in the way of his efforts.
Nonetheless, he could not wear a worried face before the smiles and trust of the people he’d come to represent, let alone as he read over a speech that he’d slaved over just for today, for the latest anniversary of the city’s founding. It was a miracle of his legislative work that the islets had managed to be in enough of a state of repair to house any event at all, let alone as beloved as this one.
“That Andrew Tiffany fellow unveiled our city’s new flag at one of these foundational celebrations, couple years back.” A short, goggle-wearing guy with a red aviator cap spoke to Ray, and he regarded him unsuspiciously, as in spite of his comparable costume to certain ghosts around the city, the mayor of the town, unlike them, had a very large, prominent handlebar moustache covering up half of his face. “My first foundational celebration in office, that was… The mayor before me had just resigned after his jaywalking ring was exposed to the public by a clout-chasing whistleblower.”
Ray nodded, agreeing that such a thing, of course, was deeply scandalous, wholly deserving of a replacement by Mayor Rockin Red Robin. “I can tell you’ve inherited a lot of pressure… Especially needing to hunt down the Red Flying Man. I didn’t know you were the type to take action like that…”
“Of course, of course!” Mayor Red waved his hand, then, “in general, I think I must take my post more seriously, I’ve realized, especially having lost a brace of kinsmen myself to the tragedies of late. Tell you what, even… Add an addendum to your speech, that I’ve agreed to plan to get one of those ‘squads’ you want together, after this is done. I don’t flout my clout enough!”
“You… You mean that?” Would it be that easy? Would Ray have yet another of his campaign promises, the hardest he’d fought futilely for, officially realized?
“Certainly! So long as no abrupt scandals derail my entire political career, I should be very comfortably in a place to do so! No ulterior motives whatsoever! Only benevolence in this alliance!”
“Any last-minute setup you need done, Mr. Chairman? Mayor Red?”
The pair, then, looked to a tall teenaged temp they’d hired to help arrange for things, who wore a big beanie cap all the way down over his eyes… Thorburn, he’d said he was, and Ray, humoring the eccentric, accepted that for the sake of being a nice guy.
“Not that I know of…” He answered, looking around, then to the giant screens affixed to the outer walls of City Hall; climbing as well as he could, this volunteer had gotten them all installed easily. “Thanks, though. You’ve been as much help as half a dozen men or more… Uh. Maybe see if Golden Week needs anything?”
“Sure, yeah… That sounds fine. I’ll definitely do that.” Thorburn walked away, then, turning back a moment to conclude, “this commemoration… It’s going to be one to remember. Looking forward to the main event.”
“…” Ray wasn’t sure what to make of that, but before he could ask, the volunteer was gone. “Uh… Looks like it’s about time to get started. Wish me luck.”
As Ray stepped up, then, turning the mic on, he cleared his throat, earning the attention of the murmuring crowds as either hand rested on either side of the podium.
“Good afternoon, Los Fortuna. I am… Deeply humbled, that we have managed to get the former Capital Island in enough of a state of repair to host this event here once more, and would like to start with thanks to the relief and repair workers still spending hours on the islets every day.” He paused to allow the crowd to applaud, then opened his mouth again. “These first months as your council chairman have been-”
Royalty free music began to blare overtop itself in a discordant overlap, drowning out the interrupted words of the beginnings of Ray’s speech as the screens which had been displaying him to the crowd, suddenly, began to display static, then a form framed in silhouette.
“Hello, to everyone tuning in online and in-person,” the figure said, voice distorted and lowered several octaves digitally, “it’s your favorite and least favorite web personality, your best and your worst friend, here to steal the show!”
Several bumps began to emerge from the ground beneath Ray and other councillors waiting to speak, prompting them to tactically retreat from the gradually forming horned, mechanical-looking orbs with glowing green eyes which had begun to overtake the area.
“What the hell is going on..?”
Ray winced on his bad leg, then, before a much larger variant of the same, brighter in color, grabbed and tossed him into the soft grass. Amazingly, he landed harmlessly.
“Forget about all those corrupt jerks, just here to talk about themselves, alright? Talking about them is why I’M here.”
A Small House Just East of the Capital Islets, the Evening Before
Ever since she had suddenly awoken in Los Fortuna, Evelyn Ensanar had never once set foot outside of her home.
It had been…
Hell, how long had it been? Days had become weeks had become months, all within these walls and roof, and that would turn into lord knew how long. Wild. It's insane how big numbers can get.
Something tapped against the window.
It was a nice neighborhood they’d wound up in, her mother had optimistically said. The neighbors were friendly, and had a girl her age, and the school district was one of the better you could find in the urban area. She could start high school on a fresh note, with ‘good’ friends, and not just sit in front of a bunch of screens in a shuttered room, making more and more of an Evelyn-shaped impression in that ergonomic lounge chair she’d spent so much time in.
Yeah, mom.
Something tapped against the window.
Even as the island just West literally collapsed into pieces by some Stand Users’ hands, as the ground beneath her quaked, Evelyn couldn’t bring herself to go outside, and by some hand of fate, the place wasn’t destroyed; the security she’d installed over the months worked like a charm at keeping it floodproof, earthquake-proof, and most importantly, the lights plugged in and wi-fi working. That oh-so-nice high school was leveled and underwater without Evelyn even having bothered to google it.
Now the city was doomed to fall or whatever, everyone was gonna die if nothing was done, and while many others sprung into action, the fourteen year-old was as stagnant as the air in the room littered with posters of aliens and spaceships and electronics and their wirings strewn about the floor, waiting for their turn to be dusted off and tested out again.
Something tapped against the window.
It was a nice welcoming room, a welcoming room, if a bit dark. But hey, wasn’t that why electronics electronics were there, to lighten things up? Evelyn tried to part the messy blue bangs out of her eye, but it fell back into place immediately as she turned to chug another can of Forbidden Dew, jiggling her neon wireless mouse to put her screensaver to rest, revealing her cluttered desktop.
She wondered why she’d ever tried to live any other way in the first place. School was hell, and like hell, the gates were shut; people no matter how different or similar to her would forget her anyway. Even then, she’d tried time and time again to make the impossible work. God… I was so cringe back then. She was so miserable.
Something tapped against the window.
She looked towards the shuttered windows again, at the last vestiges of twilight fading through. It was funny, no, fucking hilarious, how that window had once shown nothing but city lights, but now, things were dim and half-sunk even when it was open. In the end, no matter how hard you try, everything leads to ‘Nothing’ in the end…
For Evelyn, however, it hadn’t been that way for a while. She’d broken past the boundaries that once corralled her, found a way in which she could be a part of a society she wanted, a pillar of it, never to be forgotten. To my viewers, to my fans, I’m an icon, someone admirable… Someone I can be my true self for, a world where I don’t have to fear any kind of fall. I’m a famous, popular creator to them! I am someone who matters… I need to act like that, don’t I? But… with everything going on… The end literally months away… I really need to snap out of this rut. I need to stay *me.***
CRASH!
A big, heavy rock flew through Evelyn’s window, something rubber-banded to it, and though she jumped in place and cursed under her breath, it was with a breathy sort of laugh while quickly assessing that it was absolutely not a bomb or something else. Just a ‘prank.’ She looked out to see who could be responsible, but felt like she’d only noticed a sort of glimmer in her eye, before turning towards the object in question.
Rubber banded to the rock was a bulky-looking manila folder, bearing the logo of that, uh… Church of Syrinx, she thought it was called? She didn’t pay much attention to them. Looked stolen, especially as she turned the rock over and saw a message painted onto it in neon.
NOT YOUR ENEMY, JUST SOMEONE WHO WANTS THINGS TO MOVE FORWARD
TALK AFTER STREAM. ONE REQUEST IN EXCHANGE FOR THIS
And then, it was signed with an emoji… One which made Evelyn chuckle to see.
How the hell did this guy fit that all onto one side of a rock? Well, whoever it was knew where she lived, so she supposed humoring this, talking to this stone age weirdo, was her best bet…
And no reason not to open up the folder in the meantime, looking its contents over. It was a collection of documents all stamped and labeled ‘CITY HALL.’
“‘Councilman Golden Week, Downtown District…’” She tilted her head, pulling more of the contents out. “‘Died months ago, replaced by another Stand User?’ ‘Ties to violent anarchist organizations?’” That made her chuckle, grin. “Based.”
From there, then, she thumbed over the contents, speed-reading every entry. Affairs, insider trading dirt, terrorism complicency… There was a veritable goldmine of blackmail material that had just literally been thrown through her window, all on the ‘good’ people at City Hall.
“There was that thing out there tomorrow, right?” She spoke to herself, looking out the destroyed window towards the sunken, half-rebuilt islets.
Already, an idea was starting to form. Evelyn would make her mark on history yet again. But she couldn’t get ahead of herself, of course. She had a stream to get underway, and someone to thank later. Her recording software was up and running, and for the audience, a figure in an astronaut helmet appeared onscreen, a text-to-speech voice accompanying speech bubbles emerging by the avatar’s side.

good evening fans and haters and five yr olds
it me
looks like we finally hit 100k subs. just happened 2day dont say otherwise. U alllllllllll know what that means right
tomorrow, (REAL) face reveal stream. i have some thing xtra special planned for it just u wait and see
all day tomorrow after noon. tell ur friends. it will b some thing new 4 me, and it, i promise, will be
epic

In high spirits, eagerly awaiting what would come next and planning already in their mind, UltraNebula67 proceeded to have one of the best evening streams they felt they’d had in a long time.
Downtown Los Fortuna, the Next Morning - En Route to Capital Island
Espiritu was not a fan of crowds, or of events. It was all noise, and content, and people hoping to speak their platforms in ways which belied their intentions. In Los Fortuna, it would always mean that there were so many more people than anywhere else he’d been whose sins he would see carried upon their backs, thinking nothing of how they would have to some day answer for what clung to them so fearsomely.
This city is the dead… I am as well.
Much had been on the jaguar’s mind in recent days… That Worm, he had taken something which Espiritu had valued dearly, a remnant of the only thing to truly ever be like him which had been stolen from him. He had taken and threatened one of the few people in this world who had known how to find it, and now, horrible loss had come. Failure, for Espiritu, was certain. Death would come.
Yet he walked towards City Hall with discomfort in his every step.
A message had been written in neon on the side of the Estate early that morning, as he’d come back from attempting to exercise, to find some sign of where the man might have taken the memento known as Golden State.

TODAY AT CITY HALL
MEN WILL BE RUINED
WILL YOU LET THEM?

As he read over those words, Espiritu felt as if he was being watched, heard a rustling in the grassy forests of the island.
This wasn’t a warning, then. It was an ultimatum. Somebody was calling him out, meant to drag him in front of the city for whatever purpose was running through their mind… Over the well-being of people whose lives meant nothing to him, whose suffering he could not even begin to give a damn about if he wanted to.
He would make his way out there as soon as he could.
“Oh shit, hey, what’s up?”
Espiritu was distracted from his thoughts on the matter by the teenaged voice cutting in to question his presence. Sitting on a bench close to the epicenter of the speech, half-watching the council chairman speak to somebody or another and plan it out, was the strawberry blonde biker known as ‘Lou’ Reed, sitting and having Wrenn Aflight, disguised only with a big scarf over his face’s lower half, lean into her shoulder slightly.
They seemed to be doing well, regardless of the grudges clinging to their backs, and Espiritu needed more information.
“You… Hello, yes. I am here for an important reason. I’ve received a warning that ‘something’ would happen to ‘ruin’ the men here, if I did not appear. Have you found what you said you would?”
It was a matter unrelated to Espiritu’s presence here, and Lou shook her head. “I’m working on it… And hell, maybe we’re looking into the same thing. Mostly I’m here so Wedding March fanboys don’t start trashing the place and demanding they reinstall their guy just because he died and came back.” She smiled softly, then, adding, “I doubt they’ll try anything, but honestly… I’d almost like to see them try, just gimme the excuse, you know?”
“That does not sound like what I am looking into.” Espiritu continued speaking through his Stand, looking to the idol next. “A message was spray-painted onto the Estate, by somebody nimble. Do you know anything about where your ally is? If he knows anything about it?”
“You mean Bang?” Wrenn tilted his head. “Tell the truth, I haven’t talked to him much at all the past few days! He’s been running around doing this, that, this other thing, and I haven’t been able to keep track of it… If I thought it was important, I’d try, though!”
“You two are no help, then,” Espiritu remarked, not resenting it, but not wanting to stick around long if he didn’t need to, either. He liked one of the two people present here, and the other had similar amounts of grudges to himself, but he would not waste his time here.
He began to walk away, then, the companionship between the two meaning little to him.
“If something happens, let me know.”
Before he could investigate any further, however, robotic-looking things began to emerge from the ground, round, and bumpy, and charging people, pushing them yet not seeming to hurt them, and Espiritu ran and ran away, desperate even more now to find what was going on.
Horrible, discordant noises were blaring, and a new, shadowed face appeared on the screens which had been displaying Raymond Delwyn Shimizu’s speech.
“Hello, to everyone tuning in online and in-person,” the figure said, voice distorted and lowered several octaves digitally, “it’s your favorite and least favorite web personality, your best and your worst friend, here to steal the show!”
More people were thrown, yet none harmed.
“Forget about all those corrupt jerks, just here to talk about themselves, alright? Talking about them is why I’M here.”
“Are you alright, chairman?!” Mayor Red helped Ray up with surprising strength, dusting him off and looking things over.
“Yeah… Just surprised a bit. If these are Stand constructs, their power is surprisingly low. Virtually indestructible, though…”
“I’m here for multiple reasons, really… The first, of course, is to celebrate my own milestones as a creator and community head! That’s right! UltraNebula67 has broken the 100k subscriber milestone! I just needed to do something special for that, right?”
A chat sidebar appeared on the side of the silhouetted screens, showcasing the series of emojis representing the viewers’ joy at this, as well as many talking about a face reveal or asking what the hell was being played.
“Rather than using my avatar for this… I’m going to make a face reveal, and explain today’s stream, the greatest pranks I’ve pulled yet, as myself! Are you hype? Get hype! Okay! Alright! Hyper! More hype! Okay, just a little less hype… Little more! Okay!” Nebula’s shadowy hand held up a remote, and they began to count down, voice growing less and less distorted, “in five… four… three… two..!”
The lights in the room came on dramatically then, and all were able to see the iconic streamer’s face for the first time, grinning in a sure, confident way as their blue hair looked quite natural rested with bangs covering up one eye.
Though they didn’t know to call them Evelyn, the world could see the teenaged girl behind Nebula for the first time.
(art by crimsonRedscarlet!)
This… This problem is being caused by a child? Of course it is. Espiritu was unsurprised, even if he knew that he wasn’t exactly a boomer himself.
For a single, shy moment, Nebula’s hand waved, with a little “hey..!” in a lower voice than the previous grandstanding, before she gulped, nodded, and narrowed her visible eye, grinning and raising her voice again. “It’s great to finally show my face to the world, and I couldn’t have picked a better special stream to do it! See, not only have I, as you can see, had these ‘minions’ of mine take over the steps in front of City Hall, but I even have a reason to!” A lofty folder full of documents was pulled into Nebula’s hands, ushered in by a cascade of air horns. “Things to be said about everyone here, councillors and mayors and DAs, oh my! All leaked to me by a great new friend!”
“Just to let you know I’m not kidding, let’s start with a ‘freebie,’ to show this stuff means business! To the guy no longer in office, the man who claimed to be pro-safety and was murdered anyway, then came back when nobody asked him to, Wedding March!” Documentation of the former Council Chairman filled the screen, as well as photos of his middle-aged face, transactional records indicating exactly what Nebula was about to say.
“That necromancied old-timer had been blocking so many reforms for the city, all because he’d been taking tons of under-the-table payments from Ugo McBaise’s VALKYRIE to set up the table for a private police force basically replacing the already-pretty-garbo police! He was even starting to fund his reelection bid! Talk about CRINGE, am I right? Now, a lot of these aren’t quite that, we’ve got affairs, embarrassing secrets, old photos, all of it spicy, and I’ve saved some of the absolute nastiest for later!”
“Is she just… Leaking corruption stuff?” Wrenn tilted his head, his own Stand beginning to recall where a moment ago he’d been trying to fight. “That sounds fine actually! I think she’s just doing this to get into the drama sphere, but people should be punished for that kinda stuff!”
“Honestly… Nobody’s been hurt yet, just shoved around.” Lou, too, stood down, slightly, a little amused, if anything. “Fuck it, sure. I’m along for the ride… What’s the endgame with all these gaming enemy robot things?”
“I’ve watched her streams before…” Wrenn admitted. “I thought her Stand ability was clicking on stuff and making it stop.”
“Now, I know what some of you longterm fans are thinking… ‘I thought their Stand ability was clicking on stuff and making it stop!’” Nebula threw her head back, laughing and waving a mouse around. “That’s just something this mouse can do, I’ll have you know! My Stand isn’t just defined by a weird new way to play ‘cookie clicker!’ No, no, by now you’ve noticed all those enemies from Iconic Video Game roaming around, just bumping into or throwing guys in their way… This, and how it created my usual avatar, are my REAL ability!”
“That’s right, this is a Stand reveal, too!” Pogchamps resembling Nebula’s avatar filled the chatbar, and Nebula revealed a pair of VR glasses-looking things, flipping them over her head. “This… Is ‘Wind of Fjords!’ I can connect to any alternate reality through this, any medium, and within a few hours, raise up anything from it I want! Though if I can’t control it myself, it has a mind of my own… I’m not controlling those bullying baddies down there, even if I did queue them up last night, for the record! But they aren’t the only thing I’ve summoned up, either.”
She was making this into a game. Espiritu was more and more appalled.
“See, much as I love the info in here… I’m not a drama channel. I’m a gamer at heart, someone who loves to play games, to really get involved with the community instead of just talking at people! So I’ve decided, since you know I’m not bluffing, whether or not all of this stuff gets leaked, is going to DEPEND now on a ‘game.’”
The mayor looked deeply concerned, there, and Raymond stood up a bit, looking to aides. “Find where they’re streaming from… I want to have a chat with this kid.”
A cheap-looking 3D model of a videogame card key spun around on the centralmost screen, the other two occupied by the 2D sprites which nonetheless successfully rotated and existed in 3D space. “That bad boy is what I call the ‘data key…’ It’s a device I made up and wrote a whole short story about, and you know what its power is? Its power is that if someone is holding onto it after I start a five minute countdown, they get to decide if the leak goes through and the whole online gets these notes or not! And right here, right now… It’s IN someone’s possession, at that very site! You’ll be able to identify them by a little triangle rotating above their head. And it has this weird little glitch where it just leaks everything automatically if more than two people are fighting for it at one-”
“I’ll explain from here.” Another voice chimed in, audible on the stream; this one was definitely masculine.
The crowd murmured and looked around, only for someone - the volunteer, Thorburn, in his big beanie cap - to rush out into the middle of the enemies in his waiter-looking outfit, then dramatically toss his disguise away, revealing shockingly to the world the distinctive hair and sleeveless outfit of Bang “Boogie” Bronson.
A triangular shape was rotating above his head, and a microphone was in his hand, which he spoke into, then, gazing out into the crowd as the streaming screen split to focus on both his face and Evelyn’s.
“You came here… I know you did. So why haven’t you come out yet?”
Everyone was silent, then. Almost everyone was confused, but one member of the crowd knew exactly who was being addressed.
“You have about five minutes now… You know that, don’t you? If you don’t steal this from me… We’re going to put things out that ruin basically everyone in city hall. And sure, most deserve that, but… It doesn’t make a g-goddamn difference to me, win or lose, whatever happens. What matters is that *you fight for it, tooth and nail.”***
…
…
Bang hung his head, shutting his eyes. “I see… So in the end, you can’t do it. Y-you talk big about taking control, but you’re hopeless… You don’t think it’s worth it at all.”

PRESUMPTUOUS!

A TTS device, different from Nebula’s usual, rang through the arena quite loudly, everyone confused and murmuring about who to send in, if they should bother at all, until the source came through; it was a fucked up-looking jaguar with a cell phone, the latter of which speaking words in tandem with his Stand emoting them.
“These people, these councillors… They mean nothing to me, and I do not want them in charge of me. Most could not care less. They will be weighed by what they have done for a long, long time.” Espiritu stepped closer, then, more and more of a disgusted look in his eye. “What you, and this… GAMER, have done, it is not justice. It is not even a test… You are acting solely to disrupt, solely for yourselves, and feeling important. It’s despicable, with what we’re on the verge of. With what is going to kill us in here.”
“WHOA! AN ENTIRE JAGUAR HAS STEPPED INTO THE RING, CHAT! BANG “BOOGIE” BRONSON IS GONNA BE FIGHTING A JAGUAR FOR THIS!” Nebula sounded genuinely excited, trying not to let the terrible and apt words get to her. This was going to be amazing.
“Espiritu…” Bang couldn’t help but smile, bouncing back and forth on his heels and tilting his head. “If you think so, th-then put a stop to it. I want to see you try… I want you to put everything you’ve got into this.”
“This is a waste of time. Nobody else is even bothering to join in, it is so much a waste of time.” Espiritu concluded, preparing a stance to make a movement. “Five minutes… You won’t last that against me.”
Bang bounced a spray paint can in his hand. “That’s the spirit.”
Nebula, then, made sure several airhorns blared at once, calling out…
“OPEN THE GAME!”
Location: Downtown, in front of City Hall. The area here is 75 by 85 meters with each tile being 5 by 5 meters. Espiritu starts on the left center and Bang is on the right center as represented by their respective character tokens.
The yellow tiles are cobblestone walkways, with the darker yellow tiles being the sidewalk that borders the road represented by grey tiles. On the road, there are parked cars represented by the purple rectangles, naturally these cars are locked.
The green dotted rectangles are designated greenery zones and each have shrubs and small thin trees inside them. They also each have a lamppost as represented by the yellow “X” marked circles, each lamppost is 5 meters tall.
At the top center is the City Hall Building, in the center of it is a podium and the lined part of it is the stairs leading up to the upper foundation represented by the main grey rectangle. The upper foundation is 3 meters tall. The columns supporting the front of the building are 5 meters tall, and while the entrance to city hall is visibly represented by the rounded rectangle, it is not enterable for this match.
There are several entities here created by Nebula’s Stand Ability and they come in two varieties. They are represented by the 12 red square faces and the 6 blue square faces and will be gone over in more detail below. Both types of entities are vaguely humanoid creatures and it’s pretty clear that they must be from some type of video game.
Goal: Be the one with the Data Key at the end of 5 minutes!
Additional Information:
The Data Key is not a physical entity, it is a program that attaches itself to a host. While inside a host a holographic triangle icon will appear above the host’s head. Outside of a host it looks like a floating pixel art key in a .25 diameter translucent bubble. While floating, the key will float slowly towards the center of the map, one meter off the ground at a slow walking pace. It is also not physically tangible to walls and objects, but will bind itself to the player that touches it.
In order to knock the Data Key out of a host, they must be attacked by one of Nebula’s entities mentioned above, more detail below on specifics. But if a person with the Data Key is attacked by another person directly, say with a punch or anything really that causes pain or injury, the Data Key will transfer itself to the attacker.
At the start of the match Bang will be the one with the Data Key.
The Red Entities are known as Chargers and as their name implies they will run at you and knock the Data Key out of you on impact if you have it. They have C Power, C Speed, and A Durability. Their charge is very much like a football tackle and meant to knock the target over. They have a 30 meter aggro range from their starting position and will detect and go after players in that range. They will prioritize whoever’s closer. If they are 30 meters away from their starting position or there is no target in aggro range, they will make their way back to the starting position until they aggro on something within range again.
The Blue Entities are known as Chucks and as their name implies they will grab and throw whatever they get their hands on at full power. If you have the Data Key on you, it will get left behind where the Chuck is as you get tossed. They have A Power, C Speed, and A Durability. They have the same aggro principles and detection as the Red Entities and when a player is in grab range, they will initiate a two handed grab and toss on whatevewhoever they manage to catch. They also seem to have impeccable aim and will always throw things to the farthest away greenery area. Except the two on the road, those two will throw you towards the roof of City Hall that is visible on the map.

Team	Combatant	JoJolity
Masters of Funky Action	Bang “Boogie” Bronson	“Face forward, don't attack me! It's not gonna hit, anyway!” You are not worried about these things at all, in fact you can make use of these things too. Use Nebula’s Stand Entities here to your advantage!
Black Hill Estate	Espiritu del Alocatlal	“Great misfortune is on its way here.” Well since these things will be getting in both your ways, maybe they could be useful to you. Use Nebula’s Stand Entities here to your advantage!

Link to the Official Player Spreadsheet
Link to Match Schedule
As always, if you would like to interact with the tournament community and be among the first to get updates for the tournament, please feel free to PM a member of our Judge staff for an invite to our Official Discord Server!

Ultimate Casino Cashback Guide - Earn over £500 - Every Offer Explained!

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A short review of each site and some referral links
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[Game Preview] Week 10 - Philadelphia Eagles(3-4-1) @ New York Giants (2-5)

Philadelphia Eagles (3-4-1) vs New York Giants (2-7)
I don’t know what to say about the NFC East Matchups. The entire division is struggling with major injuries to key players and the division is by far the worst in the NFL, but the divisional games have all been competitive with the last matchup between these two being decided by a single point. The Eagles will show up to this matchup a little bit healthier especially in weapons for Carson who will have Miles Sanders, Dallas Goedert, Alshon Jeffrey and Jalen Raegor for this matchup, all of whom were out last game. Carson was able to throw for 300+ yards last game, he should be able to build on that number with an added number of weapons. The Giants were able to put up points last week vs the Football Team and pull out their second W of the season. The Eagles will need to pressure Jones and force him into turning the ball over like the first matchup and the Eagles need to be able to take advantage of those turnovers. Carson said he reviewed his turnovers in the first half of the season and said he knows he needs to protect the ball better, he needs to prove it this week coming off the bye. If Carson protects the football, the Eagles should be able to move the ball against the bewildered Giants and cruise to an easy win, but if he continues to turn the ball over like the first half, I predict another sloppy NFCE matchup that goes down to the wire. Go Birds!

Philadelphia Eagles (3-4-1) vs New York Giants (2-7)

I don’t know what to say about the NFC East Matchups. The entire division is struggling with major injuries to key players and the division is by far the worst in the NFL, but the divisional games have all been competitive with the last matchup between these two being decided by a single point. The Eagles will show up to this matchup a little bit healthier especially in weapons for Carson who will have Miles Sanders, Dallas Goedert, Alshon Jeffrey and Jalen Raegor for this matchup, all of whom were out last game. Carson was able to throw for 300+ yards last game, he should be able to build on that number with an added number of weapons. The Giants were able to put up points last week vs the Football Team and pull out their second W of the season. The Eagles will need to pressure Jones and force him into turning the ball over like the first matchup and the Eagles need to be able to take advantage of those turnovers. Carson said he reviewed his turnovers in the first half of the season and said he knows he needs to protect the ball better, he needs to prove it this week coming off the bye. If Carson protects the football, the Eagles should be able to move the ball against the bewildered Giants and cruise to an easy win, but if he continues to turn the ball over like the first half, I predict another sloppy NFCE matchup that goes down to the wire. Go Birds!

General Information
Posting Rules and Guidelines
Remember to join us on Discord during the game!
New to the Eagles? Take a look at our New Fan Page!
Score Prediction Contest

Date
Sunday, November 15th, 2020

Game Time	Game Location
1:00 PM - Eastern	MetLife Stadium
12:00 PM - Central	1 MetLife Stadium Drive
11:00 AM - Mountain	East Rutherford, NJ 07073
10:00 AM - Pacific	Wikipedia - Map

Weather Forecast
Stadium Type: Open Air
Surface: Fieldturf
Temperature: 54°F
Feels Like: 54°F
Forecast: Mostly Cloudy. Rain in the afternoon and evening.
Chance of Precipitation: 0%
Cloud Coverage: 79%
Wind: South 12 MPH

Betting Odds
Oddsshark Information
Favorite/Opening Line: Eagles -3.5
OveUnder: 44.5
Record VS. Spread: Philadelphia 3-5, New York 6-3

Where to Watch on TV
FOX will broadcast Sunday’s game to a regional audience. Kevin Kugler will handle the play-by-play duties and Chris Spielman will provide analysis. Laura Okmin will report from the sidelines.
TV Map - Week 10 TV Coverage Map

Radio Streams
List of Eagles Radio network member stations with internet broadcast availability
Radio.com 94.1 Desktop Streaming

Listen to Merrill Reese and Mike Quick
Calling the game on 94WIP and the Eagles Radio Network will be Merrill Reese, the NFL’s longest-tenured play-by-play announcer (44th season). Joining Reese in the radio booth will be former Eagles All-Pro wide receiver Mike Quick, while Howard Eskin will report from the sidelines.

Location	Station	Frequency
Philadelphia, PA	WIP-FM	94.1 FM and 610 AM
Allentown, PA	WCTO-FM	96.1 FM
Atlantic City/South Jersey	WENJ-FM	97.3 FM
Levittown, PA	WBCB-AM	1490 AM
Northumberland, PA	WEGH-FM	107.3 FM
Pottsville, PA	WPPA-AM	1360 AM
Reading, PA	WEEU-AM	830 AM
Salisbury/Ocean City, MD	WAFL-FM	97.7 FM
Wilkes-Barre/Scranton, PA	WEJL-FM	96.1 FM
Salisbury/Ocean City, MD	WAFL-FM	97.7 FM
Salisbury/Ocean City, MD	WEJL-AM	630 AM
Salisbury/Ocean City, MD	WBAX-AM	1240 AM
Williamsport, PA	WBZD-FM	93.3 FM
Wilmington, DE	WDEL-FM/AM	101.7 FM
York/LancasteHarrisburg, PA	WSOX-FM	96.1 FM

Philadelphia Spanish Radio
Rickie Ricardo and Bill Kulik will handle the broadcast in Spanish on Mega 105.7 FM in Philadelphia and the Eagles Spanish Radio Network.

Location	Station	Frequency
Philadelphia, PA	LA MEGA	105.7 FM
Allentown, PA	WSAN	1470 AM
Atlantic City, NJ	WIBG	1020 AM; 101.3 FM

Giants Radio
Giants Radio Bob Papa season to handle play-by-play duties for the broadcast. Former Giant Carl Banks will provide color and analysis during the game and former Giant Howard Coss will report from the sidelines.

National Radio
Sports USA will broadcast the game nationally with Josh Appel handling the play by play and Brandon Noble will provide analysis.

Satellite Radio

Station	Eagles Channel	Giants Channel
Sirius Radio	SIRI 83 (Streaming 825)	SIRI 81 (Streaming 823)
XM Radio	XM 225 (Streaming 825)	XM 226 (Streaming 823)
Sirius XM Radio	SXM 225 (Streaming 825)	SXM 226 (Streaming 823)

Eagles Social Media	Giants Social Media
Website	Website
Facebook	Facebook
Twitter	Twitter
Instagram	Instagram
Snapchat: Eagles	Snapchat: newyorkgiants

NFC East Standings

NFC EAST	Record	PCT	Home	Road	Div	Conf	PF	PA	Net Pts	Streak
Eagles	3-4-1	.438	2-2-1	1-2	2-1	3-2	186	205	-19	2W
Football Team	2-6	.250	2-3	0-3	2-4	1-3	153	188	-35	1L
Cowboys	2-7	.222	2-3	0-4	1-2	2-5	204	290	-86	4L
Giants	2-7	.222	1-3	1-4	2-2	2-6	168	219	-51	1W

Series Information
Philadelphia Eagles lead the New York Giants series (89-86-2)
Series History
Head to Head Box Scores
First Game Played
October 15th, 1933 at the Polo Grounds in Upper Manhattan, New York, NY. New York Giants 56 - Philadelphia Eagles 0
Points Leader
The New York Giants lead the Philadelphia Eagles (3449-3389)
Coaches Record
Doug Pederson: 8-1 vs. the New York Giants
Joe Judge: 0-1 vs. the Eagles
Coaches Head to Head
Doug Pederson vs. Joe Judge: Pederson leads 1-0
Quarterback Record
Carson Wentz: Against Giants: 7-1
Daniel Jones: Against Eagles: 0-2
Quarterbacks Head to Head
Carson Wentz vs Daniel Jones: Wentz leads 2-0.
Records per Stadium
Record @ Lincoln Financial Field: Eagles lead the Giants: 12-6
Record @ MetLife Stadium: Eagles lead the Giants: 7-2

Rankings and Last Meeting Information
AP Pro 32 Ranking
Eagles No. 19 - Giants No. 28
Record
Eagles: 3-4-1
Giants: 2-7
Last Meeting
Thursday, October 22, 2020
Eagles 22 - Giants 21
The Eagles faced off against the division rival Giants who were coming off their first win of the season and were looking for a 2nd for first year coach Joe Judge. The Eagles have moved to 2-4-1 on the season after rallying to defeat the New York Giants on Thursday Night Football, 22-21. After New York gave its best punch of the night a 97-yard touchdown drive headlined by Daniel Jones to go up 21-10 with just over six minutes to play, Philadelphia scored 12 unanswered points to earn the win. Carson Wentz led a 71-yard touchdown drive to give the Eagles the lead with just 40 seconds to play after connecting with running back Boston Scott on an 18-yard reception. Along with the comeback, he finished his night with 359 yards passing, two touchdowns and one interception while completing passes to eight different Eagles receivers. He also ran for 15 yards and a touchdown. As for the Giants, they mustered just 325 yards of offense and struggle to protect Daniel Jones throughout the contest.
Click here to view the Video Recap
Last Meeting at Site
Sunday, December 29th, 2019
Eagles 34 - Giants 17
Wentz led to his fourth straight must-win game and the team finished an elimination game without seven starters on offense. Already missing three starting wide receivers for the fourth straight game, the Eagles also began the game without Pro Bowl tight end Zach Ertz and right tackle Lane Johnson. Then they lost running back Miles Sanders and three-time Pro Bowl right guard Brandon Brooks in the first half. But Scott, Josh Perkins, Greg Ward, Deontay Burnett and Robert Davis combined for 16 catches on 25 targets, 225 yards receiving, 54 yards rushing and four TDs. The five players were cut a combined eight times by four teams since Aug. 31. Carson Wentz threw for 289 yards, including a 24-yard TD pass to Perkins, who was promoted from the practice squad on Nov. 30. It was the Eagles’ 7th straight win vs the Giants and clinched the NFCE. Giants coach Pat Shurmur was fired the following Monday.
Click here to view the Video Recap

Last 10 Meetings

Date	Winner	Loser	Score
10/22/20	Eagles	Giants	22-21
12/29/19	Eagles	Giants	34-17
12/9/19	Eagles	Giants	23-17
11/25/18	Eagles	Giants	25-23
10/11/18	Eagles	Giants	34-13
12/30/17	Eagles	Giants	34-29
09/24/17	Eagles	Giants	27-24
12/22/16	Eagles	Giants	24-19
11/06/16	Giants	Eagles	28-23
01/03/16	Eagles	Giants	35-30

Injury Reports	Depth Charts
Eagles	Eagles
Giants	Giants

2020 “Expert” Picks
Week 10 - "Expert" Picks

2020 Team Stats
Eagles Season Stats
Giants Season Stats

2020 Stats (Starters/Leaders)

Passing

Name	CMP	ATT	PCT	YDS	TD	INT	RAT
Wentz	178	305	58.4%	1883	12	12	73.2
Jones	191	306	62.4%	1878	8	9	76.1

Rushing

Name	ATT	YDS	YDS/G	AVG	TD
Sanders	71	434	86.5	6.1	3
Jones	40	320	35.6	8.0	0

Receiving

Name	REC	YDS	YDS/G	AVG	TD
Fulgham	29	435	87.0	15.0	4
Slayton	33	491	54.6	14.9	3

Sacks

Name	Sacks	Team Total
Graham	7.0	28
Williams	5.0	22

Tackles

Name	Total	Solo	Assist	Sacks
Gerry	57	32	25	1.0
Martinez	92	54	38	2.0

Interceptions

Name	Ints	Team Total
Singleton/McLeod/Mills	1	3
Bradberry	3	8

Punting

Name	ATT	YDS	LONG	AVG	NET	IN 20	TB	BP
Johnston	34	1713	66	50.4	44.3	12	3	0
Dixon	32	1378	62	43.1	40.0	17	2	0

Kicking

Name	ATT	MADE	%	LONG	PAT
Elliot	12	8	66.7%	54	12/12
Gano	20	19	95.0%	55	13/13

Kick Returns

Name	ATT	YDS	AVG	LONG	TD
Scott	9	167	18.6	25	0
Ballentine	9	191	21.2	28	0

Punt Returns

Name	RET	YDS	AVG	LONG	TD	FC
Ward	11	72	6.5	11	0	11
Peppers	6	75	12.5	20	0	4

League Rankings 2020

Offense Rankings

Category	Eagles Stat	Eagles Rank	Giants Stat	Giants Rank
Total Offense	330.0	27th	298.2	31st
Rush Offense	118.6	13th	106.0	21st
Pass Offense	211.4	27th	192.2	30th
Points Per Game	23.3	24th	18.7	31st
3rd-Down Offense	43.0%	15th	41.4%	19th
4th-Down Offense	28.6%	30th	72.7%	8th
Red Zone Offense (TD%)	64.0%	13th	45.8%	31st

Defense Rankings

Category	Eagles Stat	Eagles Rank	Giants Stat	Giants Rank
Total Defense	340.1	10th	360.0	15th
Rush Defense	130.8	24th	94.8	6th
Pass Defense	209.4	4th	265.2	25th
Points Per Game	25.6	17th	24.3	12th
3rd-Down Defense	39.6%	10th	47.8%	26th
4th-Down Defense	50.0%	T-12th	87.5%	30th
Red Zone Defense (TD%)	69.2%	T-24th	52.8%	4th

Team

Category	Eagles Stat	Eagles Rank	Giants Stat	Giants Rank
Turnover Diff.	-7	T-30th	0	T-15th
Penalties/Game	5.6	18th	5.3	23rd
Penalty Yards/Game	46.9	21st	41.0	24th

Recap from Last Week’s Games.
Eagles - Eagles were on bye Week 9.
Giants - For the second time in four weeks, New York beat Washington on Sunday, holding on for a 23-20 victory at FedEx Field. It was another close win for the Giants over their NFC East rival, after earning a 20-19 victory in the first meeting between the two teams in Week 6. New York built a 17-point lead by halftime, and although Washington made things interesting in the second half, it wasn't enough to come back against the Giants, who relied on early success from their offense and big plays from their defense.

Recap from Last Week’s Games.

Eagles - Eagles were on bye Week 9.

Giants - For the second time in four weeks, New York beat Washington on Sunday, holding on for a 23-20 victory at FedEx Field. It was another close win for the Giants over their NFC East rival, after earning a 20-19 victory in the first meeting between the two teams in Week 6. New York built a 17-point lead by halftime, and although Washington made things interesting in the second half, it wasn't enough to come back against the Giants, who relied on early success from their offense and big plays from their defense.

Connections
Eagles Special assistant to the general manager Connor Barwin played 1 season with the Giants in 2018.
Giants coach Joe Judge is from Philadelphia, PA.
Giants Defensive Backs coach Jerome Henderson played one season for the Eagles in 1995.
Giants RB Dion Lewis was drafted by the Eagles in the 5th round of the 2011 draft and played 2 seasons for them before being traded to the Browns
Giants WR Golden Tate played half a season with the Eagles in 2018 after being traded by the Lions.

2020 Pro Bowlers

Eagles	Giants
DT Fletcher Cox (Starter)
OG Brandon Brooks (Starter)
C Jason Kelce (Starter)
LS Rick Lovato (Starter)
TE Zach Ertz
SS Malcom Jenkings (1st Alt)
OT Lane Johnson (1st Alt

General
Referee: Clay Martin
The Eagles have won 8 consecutive games against the Giants (in-cluding the 22-21 victory at Lincoln Financial Field in Week 7), as well as 12 of the previous 13 games in the series. Philadelphia is 89-86-2 (.508) all-time vs. N.Y. Giants (since 1933).
Since being promoted to the Eagles’ active roster in Week 4, Tra-vis Fulgham ranks 5th among NFL WRs with 87.0 receiving yards per game, trailing only Davante Adams (120.8), DK Metcalf (98.2), Julio Jones (91.4) and Stefon Diggs (87.5) (min. 4 games).
Brandon Graham, who ranks 4th on the Eagles’ all-time sacks list with 58.0 career sacks, is tied for the 4th-most sacks (7.0 - 4.0 in his last 3 games) in the NFL this season, behind Aaron Donald(9.0), Myles Garrett (9.0) and Trey Hendrickson (7.5).
The Eagles defense ranks 3rd in the NFL in sacks (28.0), trailing only Pittsburgh (32.0) and Tampa Bay (29.0).
Additionally, Philadelphia ranks 4th in the NFL in passing yards allowed per game (209.4) as well as 10th in both total defense (340.1 ypg) and opponent third-down efficiency (39.6%).

Draft Picks

Eagles	Giants
WR Jalen Raegor	OT Andrew Thomas
QB Jalen Hurts	S Xavier McKinney
LB Davion Taylor	OT Matt Peart
S K’Von Wallace	CB Darney Holmes
OT Jack Driscoll	G Shane Lemieux
WR John Hightower	LB Cam Brown
LB Shaun Bradley	LB Carter Coughlin
WR Quez Watkins	T.J. Brunson
OT Prince Tega Wanogho	CB Chris Williamson
LB/DE Casey Toohill	LB Tae Crowder

Notable Off-season Additions

Eagles	Giants
S Will Parks	CB James Bradberry
DT Javon Hargrave	LB Blake Martinez
CB Nickell Robey-Coleman	TE Levine Toilolo
CB Darius Slay	LB Kyler Fackell
	OT Cameron Fleming
	SS Nate Ebner
	QB Colt McCoy
	RB Dion Lewis
	DB Dravon Askew-Henry
	DT Austin Johnson
	TE Eric Tomlinson
	LS Casey Kreiter
	CB Logan Ryan

Notable Off-season Departures

Eagles	Giants
S Malcom Jenkins	QB Eli Manning
CB Ronald Darby	S Michael Thomas
RB Jordan Howard	WR Cody Latimer
WR Nelson Agholor	LB Deone Buccanon
OL Halapoulivaati Vaitai	OL Mike Remmers
LB Kamu Grugler-Hill	CB Antonio Hamilton
RB Darren Sproles
DT Timmy Jernigan
LB Nigel Bradham

Milestones
Eagles QB Carson Wentz (109) needs 3 passing TDs to move up to 4th on the Eagles all-time passing yards list moving ahead of QB Norm Snead.
Eagles QB Carson Wentz (987) needs 13 yards for 1000 career rushing yards.
Eagles DT Fletcher Cox (50.5) needs 4 sacks to move up to 5th on the Eagles all-time sack list tying DE Hugh Douglas
Eagles DE Vinny Curry (28.5) needs 1 sacks to move up to 18th on the Eagles all-time sack list tying DT Jerome Brown
Giants QB Daniel Jones (4905) needs 95 passing yards for 5000 career passing yards.

Stats to Know

Shane Lemieux’s Education

Rookie OG Shane Lemieux has facial hair. Fletcher Cox has a mustache. And that’s about as much as RG Shane Lemieux will be able to mirror DT Fletcher Cox. Due to Will Hernandez’s injury, Monsieur Lemieux is in at Guard and this week will prove challenging for him, to say the least. According to PFF, the greatest NFL player evaluation service in the history of evaluation services, not a single other OLman with appreciable snaps has offered a lower Pass Block grade than him, at 12.1. For him to achieve that, while still only allowing 8 pressures (over 2 weeks: 5 & 3 pressures), is impressive. To do that you have to be monumentally bad and he can’t afford that sort of game against the Eagles’ Defensive Line.

Matchups to Watch
Carson Wentz vs. Competency
The biggest issue facing the Eagles in the short term isn't the injuries - it is the QB. That's my QB, a guy I've long defended and still believe in, but BAE has me wavering. The simple fact is Carson Wentz is a bottom 3 QB in the NFL this year and that's his fault. From accuracy, to turnovers, to shit pocket management, etc, Wentz has been trailer trash in 2020 aside from like 2, maybe 3 games. Yes, the roster has been decimated. Yes, coaching has been wildly unimpressive. However, Wentz can't take care of business irrespective of the situation around him. Backup receivers don't cause inaccurate passes. Backup offensive linemen don't make him hold onto the ball too long to where he gets hit and fumbles. No one is making him skip back and forth over the line of self-destruction and aggression. Wentz is doing that on his own. He obviously isn't taking his own advice when he says he has to take care of the ball and whatever coaching points are given to him during the week are going in one ear and out of the other. He's a 5th year pro playing worse than his rookie year. That's on him. There needs to be a come to Jesus moment with Wentz where he gets right. The Eagles can be competitive in every game they play when the QB is playing at a competent - forget high - level. Carson Wentz has shown all of us this year that his ceiling is still quite high at its peaks: the first game against the Giants on their last two drives. He's also shown his league-worst floor: SNF against Dallas. Long term and short term, Wentz must raise his floor. He doesn't need to be a hero and save the team from their sins each and every play like he seemingly tries to. FEW QBs CAN. And most don't. Steady play from him will go a long way. Right now, the coaches are calling an offensive game plan that is weak and scared of their QB. Why would they do anything different? How can anyone trust this guy not to continue to blow games? The fact is the Eagles will win this game with a clean game from their QB. It's just a crapshoot if he does.
Eagles Offensive Line vs. Giants Army of Defensive Tackles
The Giants have a really good group of interior defensive lineman and we would know since they kicked our ass in the first matchup this season. The Eagles were absent Isaac Seumalo and Brandon Brooks in that one and it showed. There is a possibility we'll have Seumalo back for this one and that would be a huge addition to an overmatched offensive line. I don't want to belittle the work of the Eagles backups and Jeff Stoutland especially since they've done an admiral job given all of the injuries; it's just undeniable the Eagles are overmatched in the trenches here, especially on the interior. Every healthy body helps. As we've seen with Wentz this year, he is a mess under pressure and navigating a muddy pocket. He'll still likely have these issues on Sunday but hopefully less so than the first matchup. The return of Seumalo and possibly Lane Johnson will also go a long way to helping the run game provide any sort of production for the offense. The Eagles prefer winning with their OL and DL; this year has been a struggle for the OL but not a complete disaster that we expected. We just need the talent to return in order to improve.
Eagles Weapons vs Giants Secondary
Perhaps I was more bearish on the Giants secondary outside of Bradberry in the first match up; I still don't think it is a very good unit, but the defensive side of the ball for the Giants is far from the biggest issue with this team. The Eagles will have Miles Sanders, Jalen Reagor, and Dallas Goedert for this game when all three were unavailable in the first contest. All three pair well with Giant-killer Boston Scott. The Eagles have enough weapons to really attack the Giants defense if they get quality play out of their QB. This Giants defense still struggles in coverage outside of Bradberry, especially in the middle of the field, which leads to a favorable outlook for Goedert. A functioning offense will take a lot of pressure off the defense and put the Eagles in the rare position of having a favorable game script.
Eagles Defensive Line vs Giants Offensive Line
This is always something to monitor for the Eagles as they only have one good cover guy on defense in Darius Slay. The Eagles struggle to match up against defenses in man coverage because they don't have the personnel to cover anyone other than Darius Slay. They struggle in zone as they don't have smart, instinctive players with awareness in zone. The LBs and Safeties are all bad in coverage. Competent offenses and QBs always expose this weakness for the Eagles and that won't change until the talent and coaching changes on the defense. This week the Eagles have another favorable matchup for their defense in Daniel Jones. Jones is a one read, timing QB, that struggles at the one thing he is supposed to be good at. Like Wentz, he is a turnover machine and holds his offense back mightily. The only difference between the two is Jones was at no point considered a top 10 QB. Even without Barkley and possibly Golden Tate, the Giants have more than enough weapons to cook the Eagles defense. Slay played a really good game in their first matchup locking down Slayton, but we saw Sterling Shepard obliterate Jalen Mills. Shepard is a good receiver, so it wasn't a high bar for him to clear in that matchup, but they can make you pay. The Eagles defensive MVP in that contest was Evan Engram; he had a tipped pass that led to an Eagles INT and a killer drop that likely would have ended the game, preventing the comeback. For all of the Giants struggles, the Eagles coverage unit simply doesn't offer enough resistance against the Giants weapons. It comes down to how much disruption the Eagles defensive line can cause, which is par for the course. The Giants offensive line has been an absolute mess this season but is coming off a great game against the Redskins vaunted defensive front. Brandon Graham and Fletcher Cox continue to play at high levels. Josh Sweat has been pretty good this year. Derek Barnett is the same as usual. Lastly, Malik Jackson will return to the line up and he has been an under-the-radar stud for the Eagles this year. They also need to have their marquee free agent acquisition, Javon Hargrave, make an impact. They'll need all of these guys to play well to ensure they keep the Giants weapons in line since we know the Eagles secondary struggles stopping nosebleeds.

Special thanks to MikeTysonChicken and abenyishay for their help in creating this Game Preview.

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