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Gambling.com Group Limited (GAMB): A Bull Case Theory

We came across a bullish thesis on Gambling.com Group Limited (GAMB) on Substack by Inflexio Research. In this article, we will summarize the bulls’ thesis on GAMB. Gambling.com Group Limited (GAMB)'s share was trading at $14.72 as of May 14th. GAMB’s trailing P/E was 17.52 according to Yahoo Finance.

Gambling.com (GAMB) is a high-margin, capital-light affiliate marketing company connecting online gaming operators with depositing users via a portfolio of 60+ websites, including Gambling.com, Bookies.com, and Casinos.com. Monetizing traffic through CPA (50% of revenue), revenue...