Attractive entry at $8 with a PT of $16. Lines up with FNKO estimated fair value. Expect this to play out over the next 12-18 months as FNKO’s e-commerce / direct to consumer platform continues to mature + new.
I expect further value around 2022-2024 with the Marvels Phase 2.0 coupled with the (hopefully) return to steady blockbuster releases + PS5 games.
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