Gambling.com ($GAMB)

about 1 month ago

"I am long 2,000 shares here at $7.36. With expectations rock bottom, if $GAMB delivers decent earnings, we’ll likely see 30%+ appreciation in the short term. If $GAMB can deliver growth over the next year through more acquisitions or by expanding its data services business, I wouldn’t be surprised to see the company reach $15+. Ultimately, I believe this is an EV-positive bet and am willing to take a shot here."

Name: Gambling.com Group Ltd ($GAMB) Sector: Media (Gambling Focused) Price: $6.90 Market Cap: $243m P/E: 17 Forward P/E: 6.7 3-year revenue CAGR: ≈ 30%+ 3-year earnings (or earnings per share) CAGR: ≈ 100%+ Thesis Gambling.com ($GAMB) operates a high-margin, cash-generating affiliate and data business in a rapidly expanding market. Despite record fundamentals, the stock trades near all-time lows due to headwinds from search traffic and concerns about the rise of prediction markets.

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