This is Part 7 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
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You can also listen to a previous episode where we discuss GAN, here.
You can also listen to our YouTube clip about GAN, here.
Overview
In this episode of The Intelligent Investing Podcast, Eric Schleien and Jeremy Raper discuss GAN plc. GAN is a leading developer and supplier of online gaming content and enterprise-level business to business gaming software systems as well as a provider of supporting operational services. GAN has developed the GameSTACK Internet Gaming System (or “IGS”) which the company licenses to online and land-based gaming operators as a turnkey technology solution for both regulated real-money and Simulated Gaming online.
GAN will benefit from people staying at home who do online gambling, they have a competitive moat which we go further into detail in the episode, and the company trades at a low multiple for a high growth stock.
Staying In Touch With Eric Schleien
#173: The Ultimate Value Investment - Robbie Kramer
#172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff
#171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR
#170: Westell; A Ben Graham Net-Net; Evan Bleker
#169: Update On Solitron (SODI) - Trey Henninger
#168: Discussing Uber‘s Business Model - Vitaliy Katsenelson
#167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien
#166: Eric Schleien Discussing BE Semiconductor Industries NV (BESIY) w/ Jason Rivera
#165: Eric Schleien Discussing The Ultimate Sin Stock w/ Jason Rivera; Altria (MO)
#164: An Undervalued Government Contractor Microcap Stock; WidePoint Corporation (WYY); Eric Schleien & Jason Rivera
#163: Eric Schleien Hosts Finance Podcast Week
#162: Discussing McCoy Global $MCB
#161: Discussing ADDvantage Technologies Group, Inc. (AEY)
#160: Discussing Dorian LPG trading below NAV - Braxton Gann
#159: Stealth Gas Trading Below NAV - Braxton Gann
#158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason Rivera
#157: Martin Marietta $MLM - Andrew Sather
#156: Analyzing Target Corporation $TGT - Andrew Sather
#155: $WFC / $BAC / $JPM; Analyzing Bank Stocks & The Banking Industry - Andrew Sather
#154: Pershing Square Tontine $PSTH - Andrew Walker
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