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.
You can also listen to:
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
#153: Multi-bagger Potential in Solitron Devices $SODI; a recap of Entercom $ETM/$AUD and Northfield Precision $NFPC - Trey Henninger
#152: The Discovery Communications $DISCA $DISCK / WarnerMedia $T Merger
#151: Some Quick Thoughts On My Largest Position, Liberated Syndication (LSYN)
#150: How To Invest In Outer Space...seriously! - Robert Jacobson
#149: Discussing some incredibly OBSCURE net-net stocks - Evan Bleker
#148: Discussing Trupanion (TRUP)...again! - Reaction To Steel City Capital Letter
#147: Shaking Things Up At Firsthand Technology Value Fund; Should They Liquidate? - Don Chambers
#146: How To Become An Expat; Lowering Your Taxes; Increasing Your Standard Of Living - Mikkel Thorup
#145: My Favorite Stock Idea for 2021, Why I Don't Short Stocks, and More: Q&A w/ Eric Schleien
#144:Value Investing In The Cannabis Industry, Trulieve, and Green Thumb Industries - Julian Lin
#143: Game Stop, Robinhood and the Merrymen of Reddit - What actually happened?
#142: Andrew Sather on Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon (GFF), and Electronic Arts (EA)
#141: Trey Henninger on Entercom, Northfield Precision, and a New SEC Rule Impacting Dark Companies
#140: Peter McCormack on Bitcoin
#139: Eric Schleien & Norma Belenky Discuss Finance Podcast Week
#138: Thrift Shop Arbitrage
#137: Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME)
#136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick Thoughts
#135: Eric Schleien discussing selling GameStop (GME) Put Options
#134: Eric Schleien Discussing Why He Hates Shorting Stocks, Thoughts on GameStop (GME)
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