Navigating the Betsson Investment Landscape

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This chapter explores investment opportunities in Betsson, a prominent player in the online gambling sector on the Swedish stock exchange. It highlights the company’s financial performance, competitive challenges, and regulatory risks, especially in light of changing consumer attitudes towards gambling. The discussion emphasizes the intersection of the gambling industry and stock market dynamics, particularly among younger generations and emerging technologies.

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Betsson is one of them. Hari’s pick, Nintendo, is at an attractive spot in the console cycle, and Tobias pitches Virtu, a value stock trading at an appealing valuation.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:04 - Why Toby has invested in Virtu Financial (Ticker on NASDAQ: VIRT).

13:23 - The bear case for Virtu, including a discussion of whether their service is superior.

24:44 - Why Hari is bullish on Nintendo (Ticker on the Japanese Stock Exchange: 7974).

26:19 - The bear case of Nintendo, including their valuation.

43:14 - Stig’s bull case is for Betsson (Ticker on the Swedish Stock Exchange: BETS).

55:56 - The bear case for Betsson, including their exposure to Turkey.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
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Listen to Mastermind Discussion Q4 2023 – TIP586 or watch the video.
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Listen to Mastermind Discussion Q2 2023 – TIP557 or watch the video.
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Stig Brodersen’s portfolio and return.
Tobias Carlisle's podcast, The Acquirers Podcast
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book.
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.
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Hari's Blog: BitsBusiness.com
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