12/1/24 - $gamb - Buy <$15 but prefer near $11

12/1/24 :: VROCKSTAR :: GAMB
Buy <$15 but prefer near $11

- thanks to anon for flagging this one
- cap at sub $500 mm and minimal debt great
- growing mgns and cash flow generation, no stonk based comp issues to flag
- awesome margins (GM and EBITDA)
- supplier to key accounts e.g. DKNG
- growing well and sub 15x PE today seems reasonable
- not as familiar with gaming names as others, but enough aware to know a good valuation when i see it and chart looks legit and beats are there
- would be something i'd add on a pullback, not going to be too greedy as i'd likely become involved sooner than later (i tend to carry things at even 10 or 25 bps to keep a close eye on it if it's top of watchlist as this has become)
- what do you guys think?

V