Sportradar Group (SRAD)

(Note the short timeframe.)  Still relatively unknown. US business is growing, as the US sports business is absolutely booming. Still plenty of opportunity here.

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.

It's turned profitable, not expensive on its growth rate and is a good spec.

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.