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	Podcast:		Yet Another Value Podcast
	Episode:		Jeremy Raper on Bragg Gaming (BRAG.V)
	Category:		Business
	Duration:		01:15:39
	Publish Date:		2020-12-01 02:00:00
	Description:		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. Links Jeremy's first YAVP appearance: https://youtu.be/X-nVRNiSeos Jeremy's article on BRAG: https://seekingalpha.com/article/4391937-bragg-gaming-undiscovered-igaming-saas-gem-be-next-gan-plc Chapters 0:00 intro 1:30 Catch up and the current environment 5:55 How Jeremy is shorting in this environment 15:15 Sectors Jeremy is seeing opportunity on the long side 23:30 Update on StoneX (SNEX) thesis 29:50 Brag Overview 33:10 Similarities between Brag and GAN 38:55 Red flag #1: Management turnover 45:40 How a recent deal suggests equity upside 49:40 Why Brag could be a better business than Gan 56:20 Brag's 2021 outlook and German regulatory risk 1:11:00 Management's recent commentary on relisting
	Total Play:		0