In the Company of Mavericks Betting, Investing & Understanding Risk with Mark Blandford, Founder of Sporting Bet
Nov 29, 2024
Mark Blandford, online betting pioneer and founder of Sporting Bet, shares his journey from traditional bookmaking to navigating the online gambling landscape. He discusses the challenges of evolving regulations and how they create risks for entrepreneurs. Joining him is George O’Connor, a technology analyst, who delves into investment strategies and the importance of adaptability in business. Together, they explore the impact of AI on investment models and the future of payment solutions, offering insights into making informed decisions in a rapidly changing market.
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US vs UK Market Merits
- The US market offers more liquidity and higher valuations than London, attracting companies despite regulatory complexity.
- London’s challenges include lower liquidity, government policies, and market structure pushing companies to seek US listings.
Gambling.com’s Valuation Puzzle
- Gambling.com’s strong financials contrast with its low valuation, influenced by limited free float and timing during tech sell-off.
- The company excels in performance marketing and organic search engine optimization for gaming operators.
Work With Management Who Listen
- Support companies by testing management with thoughtful questions and sharing gray-hair gained knowledge.
- Prioritize working with leaders who truly listen and learn rather than giving lip service to advice.