gAMB Deep value play on prediction markets & US Gambling Growth

u/Horror-Aardvark-3924 · Reddit — r/ValueInvesting · January 04, 2026 at 22:14 · ⬆ 2 pts  | View on Reddit ↗
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Original Reddit comment

Commenter challenges a GAMB bull thesis by arguing prediction-market upside and recurring-revenue growth are overstated.

GAMB — AVOID The author argues GAMB does not profit meaningfully from prediction markets because it has no known deals, any referral CPAs would be minuscule compared to traditional online sportsbooks, and gaming commissions have warned licensees against the sector. He also suspects the cited 304% YOY recurring-revenue growth just reflects acquisition additions to the prior-year segment rather than organic growth. He urges due-diligence checks such as Ahrefs before accepting the bull case.

I am not aware of any deals they have with one, and if they do, the CPAs are minuscule compared to traditional OSBs. It's more like a small refer-a-friend deal.

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u/Horror-Aardvark-3924 Reddit r/ValueInvesting
Skeptical of GAMB prediction-market and organic-growth claims.
The author argues GAMB does not profit meaningfully from prediction markets because it has no known deals, any referral CPAs would be minuscule compared to traditional online sportsbooks, and gaming commissions have warned licensees against the sector. He also suspects the cited 304% YOY recurring-revenue growth just reflects acquisition additions to the prior-year segment rather than organic growth. He urges due-diligence checks such as Ahrefs before accepting the bull case.
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This Reddit post, published January 04, 2026, features u/Horror-Aardvark-3924 discussing GAMB. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Horror-Aardvark-3924  · Tickers: GAMB