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
Liberty Atlanta Braves
Fortran Corp (FRTN); NoNameStocks; Dan Schum
Interview with Whitney Tilson
NoNameStocks; Interview with Dan Schum
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Tom Jacobs; Huckleberry Capital Management; The Curious Case of Maurece Schiller
Brian Langis; Stocks & Poutine
Permanent tsb
Kinder Morgan Canada: Analysis
Eric Schleien interviews Tim Bergin...yearly re-cap
Travis Wiedower - Calloway's Nursery, FranklinCovey, Issuer Direct
Interview with Warren Buffett's son
Tobias Carlisle: The Acquirer's Multiple
Scott Thompson, Ameritrust Group
The Next GE; interview with Jason Rivera
A microcap stock you can hold for 10 years - Interview with Travis Wiedower
Doug Mohn: Sexy Pink Sheet Coal + Twinkies, NoCalledStrikes.com
Frontier Investing, Grey Markets, Detroit Real Estate
Applying a Value Framework to Angel Investing -- Dan McGuire -- Partner at Two Coast Capital
Pipeline Company Below Liquidation Value and More - Tim Bergin - onbeyondinvesting.com
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