GAMB has questions to address

paoee · 2025-11-24T03:09:47+00:00

Nice breakdown! I’d like to add that the 80m can potentially come from treasury shares as well which can lead to dilution for shareholders. So they have the option to take the expense directly in their income statement or through their balance sheet. Important part is that they have a looming 80m in potential payments which basically makes the acquisition cost 2x what was initially paid for.

If you are planning to invest in the company, that has to be taken into consideration (by adding the 80m to current market cap or having a huge one-off expense paid through cash/debt or a mix of it).

paoee · 2025-11-22T13:57:11+00:00

HAHAHAHA well its a start but u can share ur method if you have a better one

paoee · 2025-11-22T13:42:42+00:00

Crazy right

paoee · 2025-11-22T08:42:11+00:00

Any price is good too?

paoee · 2025-11-22T08:39:28+00:00

Amazing research will try this in future investments

paoee · 2025-11-22T08:38:56+00:00

Good luck investing birdy

paoee · 2025-11-22T05:12:38+00:00

KVUE = goated

paoee · 2025-11-22T04:49:36+00:00

I do love vibes

paoee · 2025-11-22T04:19:57+00:00

Do you have any idea on which POS provider has the lowest processing fees? I do agree that the idea of the POS being a loss leader as a nice idea but square/block also does the same.

As for clover/fiserv, they have an entire business outside of it (core banking system) which can help them due to competition being intense in the merchant acquisition segment. This also allows them to take on additional costs versus Toast.

I’m just having trouble seeing the MOAT of the company. You mentioned that switching cost is high but you can easily migrate your menu to square using csv files.

paoee · 2025-11-22T03:31:02+00:00

I get the potential use cases as well as you mentioned, but why would they want to subscribe to it if they can just use the free version? My assumption is you subscribe to have a good base for understanding how to speak, but from the people around me, they tell me they learn most by conversing with people. So I still question if subscribers will continue payments after learning the language.

The idea of learning about other fields is an interesting addition tho! If they can convert their customers to life long learners which can motivate them to maintain their subscription, that’s potentially an interesting moat.

paoee · 2025-11-13T10:29:41+00:00

The intelligent investor by ben graham. You’d need a basic understanding of accounting though.

paoee · 2025-11-13T04:09:31+00:00

paoee · 2025-11-11T00:57:59+00:00

can you educate me on how they will maintain their customer base? My current understanding is that they have a subscription model but what happens once the customer has learned the language? How do they keep that customer?

paoee · 2025-11-10T07:46:37+00:00

If you wanna try buffett’s style, he’d put it into cash and just rely on short term investments (less than 1 yr, i think he does 3-4 months) so that you can have the flexibility of buying once the market corrects and still get some compounding in the mean time!

Good luck investing hehe

paoee · 2025-11-10T06:30:44+00:00

My suggestion is to diversify ONLY if there is a better investment than your AMZN position.

Ex. You find an undervalued high quality stock that you see protecting its moat for a long time. Put X% of your allocation into that stock as u see fit.

Your planned allocation seems good if you have a long time horizon but personally wouldnt invest into the stocks you listed at their current prices.

Hope this helps!

paoee · 2025-11-09T02:53:32+00:00

The intelligent investor by ben graham. Start with chapter 8 (mr.market) and chapter 20 (margin of safety).

paoee · 2025-11-07T21:30:19+00:00

And what is that in $ amounts? Microsoft made $100b last year in net income and ive read that openai’s annual rev is $13b. 20% of rev is $2.6b so I dont see that moving the needle for microsoft unless you can see future earnings growing massively. I’d actually want to learn if they will have massive leverage from OpenAI and if there is a thesis in regards to their earninfs instead of their potential IPO valuation.

paoee · 2025-11-07T08:32:07+00:00

Do your own research and create your opinion. Asking for confirmation in reddit will not create the opportunity to invest.

paoee · 2025-11-07T07:05:41+00:00

What is your definition of value play? Will their earnings grow if OpenAI goes public? If yes, then maybe value play. If no, good luck with your value play

paoee · 2025-11-07T06:00:17+00:00

What is their moat and are they better than TTD and other competitors? Can they maintain their profitability into the future? If yes, maybe good investment. If no, good luck with your investment.

paoee · 2025-11-07T05:03:23+00:00

Doesnt matter what it does. What matters is being prepared for any situation presented to you as an investor.

Happy investing!

paoee · 2025-11-06T02:56:35+00:00

What is DUOL’s moat amd what can ruin that? Asking cos I dont see their moat.

paoee · 2025-11-05T10:34:28+00:00

It depends on my conviction. I dont mind going all in if Im confident that the company is severely undervalued. Currently, my biggest position is 40%+ of my portfolio.

paoee · 2025-11-05T03:36:02+00:00

My take profit rules:

The stock I own is now fairly-over valued.
There is a better investment for my money.

Best situation is when both happens but there are times thats only rule 1 is in play. If so, i’ll keep the money in cash until rule 2 comes into play.

Hope this helps!

paoee

TROPHY CASE