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
#113: Trey Henninger; Northfield Precision Instruments Corporation (NFPC); A Cheap Dark Stock
#112: Jim White; Opportunity Investing
#111: XLMedia PLC; Malcolm Ingalsbe and Ladislao Zichy
#110: IKONICS Corporation (IKNX); David Flood
#109: Video Display Corp (VIDE) | David Flood
#108: Micron Solutions (MICR); David Flood
#107: Calloway's Nursery (CLWY) | Jan Svenda
#106: Jeremy Raper; Endor AG
#105: Pinelawn Cemetery (PLWN); An OTC Dark Stock; Jan Svenda
#103: Altair (ATCD); Obscure Dark Company; Jan Svenda
#102: David Flood; TSR Inc (TSRI)
#101: Zach Schleien | Capital Allocation In Marketing | Quarantine Dating | Filter Off
#100: Coronavirus Investing Series, Part 12; Land Arbitrage; Jack Bosch
#99: Vulcan International (VULC); A Dark Company Liquidation Play; Jan Svenda
#98: Microwave Filter Co; David Flood
#97: David Flood; Koss Corporation (KOSS)
#96: Winston Justice
#95: Dr. Charles Schleien | COVID-19 | Healthcare Economics
#94: Coronavirus Investing Series, Part 11 | Alex Portelli | The Economics of Facemasks & COVID-19 Tests
#93: Coronavirus Investing Series, Part 10 | Brian Dress
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