Heavy Moat Investments on StubHub Holdings, Inc. (STUB)
主要经营地 New York, New York（美国）
详细的生意模式 二级票务交易平台撮合，收取服务费
护城河 双边网络效应与流动性；反欺诈/支付合规能力
估值水平 EV/EBITDA=-3.4x；P/E=-1.9x
EV/Market Cap 1.34x
网络观点 🟡 “规模×稀缺（热门演出）”提升议价；但监管/声誉/供给集中是核心风险
AI的观点 ✅平台型但强监管属性 ✅核对：take rate、退款/欺诈成本、供给集中度、与主办方关系 ⚠️监管限制转售或费率透明化会改变利润模型
作者简介 专业❌否；顶级❌否；13F❌否；回报-7.1% (24 trades)；@stonkmetal
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