#89: Coronavirus Investing Series, Part 7 | Jeremy Raper | GAN plc

This is Part 7 of a special Coronavirus Investing Series. If you
have not listened to Part 1, please click here to get
the overall context/market overview during this unprecedented
time.


You can also listen to:


Part 2

Part 3

Part 4

Part 5

Part 6



You can also listen to a previous episode where we discuss GAN,
here.


You can also listen to our YouTube clip about GAN, here.


 
Overview

In this episode of The Intelligent Investing Podcast, Eric
Schleien and Jeremy Raper discuss GAN plc. GAN is a leading
developer and supplier of online gaming content and
enterprise-level business to business gaming software systems as
well as a provider of supporting operational services. GAN has
developed the GameSTACK Internet Gaming System (or “IGS”) which
the company licenses to online and land-based gaming operators as
a turnkey technology solution for both regulated real-money and
Simulated Gaming online.


 


GAN will benefit from people staying at home who do online
gambling, they have a competitive moat which we go further into
detail in the episode, and the company trades at a low multiple
for a high growth stock.


 
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