Alex Morris (TSOH Investment Research) — $GAMB CFO Elias Mark (pulled from the company's Q3 FY25 call)
FY26e is now at MSD revenue growth and ~31% EBITDA margins https://t.co/a3U84jKJjz↗
Alex Morris (TSOH Investment Research) — Today's TSOH Investment Research
$GAMB: Conviction vs Capital Allocation
Thank you to @readdisclosures and @FrancoOlivera for their feedback
https://t.co/qr0yYiksT3 https://t.co…↗
Alex Morris (TSOH Investment Research) — $GAMB CEO Charles Gillespie, February 2024:
"In five years, I'd hope we're head and shoulders above the competition as the undisputed #1 online gambling affiliate in the world...…↗
Alex Morris (TSOH Investment Research) — In FY22 - FY24, $GAMB repurchased ~$30.0 million of its common stock at an average price of ~$9.1 per share; it's currently trading at ~$5.3 per share↗
August 2025 · 1 mention
Aug 17
Alex Morris (TSOH Investment Research) — $GAMB CEO Charles Gillespie: "I think it is fair to say the AI-driven changes to search have had a relatively smaller impact on online gambling than other industries, based on our…↗
July 2025 · 3 mentions
Jul 14
Alex Morris (TSOH Investment Research) — Former Chief Strategy Officer at $GAMB: "In the U.S., if there will only be 5 - 6 operators in each state ten years from now, affiliation will be obsolete."
https://t.co/8bC15XpPK…↗
Alex Morris (TSOH Investment Research) — $GAMB CFO Elias Mark, Q3 FY25 call: "In 2026, we expect to see overall revenue growth in the low-teens... We expect marketing to grow at a rate in the low-teens and for sports data…↗
Jan 11
Alex Morris (TSOH Investment Research) — $GAMB CEO Gillespie, May 2025: “If our plans for 2H 2025 come together as we expect them to, and if we don’t see movement in the share price, then I think we’ll start seriously con…↗