Our BIG BET on a Gambling Tech Stock — $GAN Live Earnings Reaction
June 16, 20201h 27m
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Show Notes
We purchased over $1.6 million of $GAN, the software backend powering many online casinos and sports betting. Our thesis: more states are legalizing online wagering and once professional sports return, fans will be more enthusiastic than ever about betting on games. Instead of well-known names like Draft Kings or Penn National, we think GAN's potential has not yet been discovered by investors.