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11/18/25 :: VROCKSTAR :: NASDAQ:GAMB lol - won't rehash the one i wrote a few days ago but just to add - i'm here buying everyone's bags - at over 20% implied FCF yields, growth totally reset and still DD - the casino SEO biz effectively priced to go out of business in 2 yr - and the data business at 1/2 industry avg (despite it's growing faster and smaller) - you do you - but when i talk about the market doing silly things in 2H of 4Q and 1H of 1Q... this is the poster child of this sort of emotional behavior - must be too much fluoride in the water - be thoughtful :) V

11/13/25 :: VROCKSTAR :: NASDAQ:GAMB The definition of low IQ mkt - had to take this to zero into results b/c the market has been telegraphing stuff - but honestly down 25-30%? it's almost sad how low IQ this mkt has become - buying the quantum tops, dumping a cash generating biz at the lows - if the above sounds like you... hfsp - so the 75% of the biz that's in decline is the SEO biz. let's imagine it has 3-5Y left and put it at a 3x EBITDA multiple... and then let's put the data biz at a >50% discount to any peer (and btw GAMB's growth is better) and call it 8x even - that gets u to an EV of about $300M which is about 20% above where the stock is implying here - will this just course correct? - probably not - but is the downside basically entirely baked in? - yes. - and if we somehow, do see low 4's into YE b/c of tax loss selling... i'll take this to a 15% position. - right now i'm buying spot at $5/shr and selling some dec/ 2026 $5c for income to CMA - but that's just b/c i'm playing it safe and it al

6/6/25 :: VROCKSTAR :: NASDAQ:GAMB Portfolio update - mkt sentiment right now is in twilight zone. ape plays running hard. commodities signs of life. ten year static. and headline drama is informing the sentiment. (remember narrative follows price, not the other way around). - so i think we enter a period where mkt has recovered. we could run. we could dump. probably still +ve drift all else equal. but there are more things that can go wrong that can go right. ultimately the market will remain bid, however, as that's the trend, until something changes. but the "easy money" (iykyk) is done, for now. - so i'm structuring my book in a way where i have enough dry powder to chase, deploy strategically, but also have a breath of fresh air. still doing solid 20s % on the year and it's been nuts. summer is coming. nothing too obvious out there. - OTC:OBTC remains my BTC exposure of choice on trad rails. ended the day at about 15% off spot. that's about 35% of my book. i think the convert or merge into ETF is

5/15/25 :: VROCKSTAR :: NASDAQ:GAMB Loading - great results - highest growth, roic and cash gen if you can stomach owning a gambling funnel - stock should be up, not down - small cap, low flows, weird expiry 5/16 stuff in mkt generally - 20% position and my goal is to take it to 25% if we see mid 12s again and 30 if we get low 12s (unlikely IMVHO) - put this on high alert watch list. V

4/11/25 :: VROCKSTAR :: NASDAQ:GAMB Dare I say... obvious buy? - as the 10Y is begging for YCC or some sort of YELP! from the money changers and mouth breathers this weekend... - here's a name that makes money in a non-tariff exposed way. "yuh but V ppl r poor". yes. and sadly, many ppl will gamble more. it's just what happens. - FCF yields are in the TEENS here. even in a '26 normalized situation (and the money printers WILL go burr at that pt), really? 17% FCF yield? if they execute let's say that gets priced at 10% FCF yield (nevermind the cash that's produced in '25)... that's a stock that's 50-100% higher, simplistically. even let's discount the next 12 mo at 50%.... so 25-50% higher? - it's a smaller cap. so clearly subject to factor flows in a tide/ liquidity go out situation. big gap in the high $10s and even the one right below $9/shr not lost on me. - but at the current valuation, cash generation/ margin execution, founder led.. M&A oppty etc. etc. I think i'm already buying a dollar for 50c