Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to discuss Bragg Gaming (NASDAQ: BRAG / TSX: BRAG), a global B2B content-driven iGaming technology provider. On November 22, 2023, Jeremy published "An Open Letter to the Chair of the Board of Bragg Gaming Group." on his website (link below), where he outlines strategic alternatives for the company. Jeremy and Andrew close out with Jeremy's take on the Spirit / JetBlue trial.
For more information about Jeremy Raper and Raper Capital, please visit: https://rapercapital.com/
Jeremy's Letter to $BRAG management: https://rapercapital.com/2023/11/22/an-open-letter-to-the-chair-of-the-board-of-bragg-gaming-group/
Chapters:
[0:00] Introduction + Episode sponsor: Alphasense
[1:55] Jeremy's Letter to the Board of Bragg Gaming $BRAG; company/thesis background and why Jeremy wrote and sent the letter
[17:20] Who is the right buyer for $BRAG?
[24:51] $BRAG financing in September 2022
[31:14] $BRAG CEO and management performance
[37:55] $BRAG final thoughts
[38:35] Jeremy's take on Spirit / JetBlue trial
[44:13] How Spirit / JetBlue trial compares to Twitter / Elon case
[47:23] Spirit / JetBlue bear case
[50:10] How Spirit / JetBlue case affects Hawaiian Airlines and Alaskan Airlines merger
[54:11] Final thoughts
Today's episode is sponsored by: Alphasense
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