u/endwithel

The author is bidding well below ask for GAMB (filled at 4.26) and argues the company grows revenue at a 20% clip with an FCF yield above 20%, with the data segment growing and the SEO segment returning to growth. He frames the opportunity as a growing company with about 60m EBITDA available for roughly 150m, which he says would only be reasonable for a collapsing business. He acknowledges the chart is at all-time lows since IPO and that the market can stay irrational for a long time, but his horizon is several years, and he explicitly asks whether this is a value trap.