Oct. 16 at 5:48 PM
$GAMB looking like a sleeper gem. Revenue, profit, and equity all growing >30% YoY, yet the stock dropped on Google Search update fears and fair value adjustments. Google Search update hit in April and Q2’25 still showed +30% growth. Margins at 94%, smart buys like OddsJam, manageable debt, and owner-operated. With ~10x P/E and 16% growth expected the fair value is easily
$13+, potential >
$20 if multiples expand. Catalysts: US online gambling liberalization + market realizing that Google fears are overdone. Risks mainly SEO noise and short interest (~16%). Options look cheap too. I’m eyeing
$13 first, then let it ride higher.
