Stock price when the opinion was issued
Gambling and drinking are good investments in bad markets. They do in-game betting and other betting. They have a solid business outside North America, with market share so high they can't buy anymore companies in those markets. They're starting to move into the US. Earnings are great. Had a fine quarter. Shares rallied this past week while the market slumped. But the PE is very high. Hold $400 million cash and could buyback lots of shares.
(Analysts’ price target is $26.08)
A Swiss company in sports betting, managing sportsbooks and providing data to teams and leagues which broadcast games (e.g. NBA, ESPN, FIFA). They offer pre-game and live odds. In 3 years since IPOing, shares have sunk from $28 to $12.50. It has been stuck for a while, but is up 43% in the past 12 months, up nearly 13% this year. He likes it that they make money unlike peers. Revenue grows at 24% compound annual growth rate. Rising right cost, negotiated with each league, has capped revenues, but after many renewals, it's entering a period of calm. They can focus on growing margins. The street has upgraded SRAD recently.