The author sees GAMB as a beaten-down growing company with great margins and views the OddsHoldings acquisition as worthwhile for diversification despite full price, while noting lawsuit and SBC dilution risks.
GAMB — LONG The author argues Gambling.com Group is a beaten-down growing company with great margins, and the OddsHoldings acquisition, though paid at a full multiple, adds diversification and could be a homerun if growth continues at 15-30% annually. 2026 is framed as a year of execution and debt repayment. The main stated risks are the unresolved lawsuit with no indemnification commentary and destructive SBC dilution.
If it continues to grow 15-30% a year for years to come its a homerun.