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Bellatro

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Apr 6, 2026 by John Coogan · across every show →

Everything said about Bellatro, oldest first

Apr 6, 2026 bullish
Opinion
Coogan: Balatro could be underwritten close to a $1B valuation
“Depending on your valuation methodology, you could probably underwrite Bellatro close to a billion dollars if it's generated a hundred million dollars of basically free cash flow.”
John Coogan Apr 6, 2026 ▶ 19:15 The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN
Apr 6, 2026 positive
Assertion Supported
Coogan: Balatro sold over 5M units and approached $100M revenue
“So, it sold over five million units. I saw some reporting that it might be seven million, and maybe even more now, because they've gone multi-platform and I think at 15, 20 dollars a download, that might be close to a hundred million dollars in revenue, and it…”
John Coogan Apr 6, 2026 ▶ 18:51 The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN
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