Calls
1
u/TheSmartest_idiot
Reddit r/ValueInvesting
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 25
$4.22
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Author argues GAMB is deeply undervalued at ~$4, with fair value ~$10.83 based on 8x 2026 EBITDA and ~$12.40 via DCF, because its affiliate marketing core still generates cash and the OddsJam/OpticOdds acquisitions add roughly $16M/year in FCF and $65M in high-margin recurring subscription/arbitrage data revenue. Catalysts are earn-out execution without issuing shares and stable-to-modest core performance, while stated risks include heavy debt/earn-outs (~$150M+), Google de-prioritizing exact domain names, a 60% rise in advertising costs, and possible core business decline. No precise horizon beyond long term/2026 EBITDA is given.
Gaming & Leisure
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u/TheSmartest_idiot has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: GAMB.
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