Jeremy Raper on Bragg Gaming (BRAG.V)

Jeremy Raper, founder of the excellent rapercapital.com and our inaugural guest, makes a repeat appearance on the podcast. We discuss his recent views on the market, a quick update on his StoneX (SNEX) thesis, and his recent thesis on Canadian microcap Bragg Gaming (BRAG). Note that BRAG is a Canadian Microcap; please do you own research and nothing in this podcast is investing advice.LinksJeremy's first YAVP appearance: https://youtu.be/X-nVRNiSeosJeremy's article on BRAG: https://seekingalpha.com/article/4391937-bragg-gaming-undiscovered-igaming-saas-gem-be-next-gan-plcChapters0:00 intro1:30 Catch up and the current environment5:55 How Jeremy is shorting in this environment15:15 Sectors Jeremy is seeing opportunity on the long side23:30 Update on StoneX (SNEX) thesis29:50 Brag Overview33:10 Similarities between Brag and GAN38:55 Red flag #1: Management turnover45:40 How a recent deal suggests equity upside49:40 Why Brag could be a better business than Gan56:20 Brag's 2021 outlook and German regulatory risk1:11:00 Management's recent commentary on relisting

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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer