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
John Malone's Liberty Companies + Investing in Kinder Morgan - Anthony Morley - Delphi Value Investments
Value Investing in India - Gobinath Balasubramanian, Chief Investment Officer of GB Investments
Real Estate Market opportunities via government regulations - Nick Berry and Cam Rock - Berry-Rock Capital
Interview with Jason Rivera - Chairman, CEO, and Founder of Rivera Holdings LLC.
Interview with Matt Millard from MRM Properties, Value Investing in Real Estate
Adam Mead - Mead Capital Management
Christian Olesen - Two Investment Ideas: An Arbitrage Opportunity + An Undervalued Sector in an Expensive Market
John King - Tribal Leadership - A New Model For Activism
Nate Tobik - Investing in Banks
Liberty SiriusXM Group - Anthony Morley
Erin Houston, CEO of wearwell
Concentrated Portfolios, Retail, Supermarkets, Interest Rate Sensitive Banks -- Geoff Gannon
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