External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

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<ul><li>I am long shares of Kambi (“Kambi” or the “Company”) because I believe the Company is worth over 170 – 200 SEK / share today – This represents a 20% - 32% margin of safety to the current share price of ~136 SEK</li><li>If I am wrong about this, I think Kambi is its growing intrinsic value and will still be worth at least 200 SEK / share (likely closer to 250 SEK / share) over the next 2 – 4 years, which would generate a mid-teens IRR or higher from the current share price</li><li>Several free options / catalysts (some of which I believe are inevitable) are not priced into the stock and could drive returns substantially higher (20%+ IRR). Multiple expansion is also a lever that could drive further returns.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

I am long shares of Kambi (“Kambi” or the “Company”) because I believe the Company is worth over 170 – 200 SEK / share today – This represents a 20% - 32% margin of safety to the current share price of ~136 SEKIf I am wrong about this, I think Kambi is its growing intrinsic value and will still be worth at least 200 SEK / share (likely closer to 250 SEK / share) over the next 2 – 4 years, which would generate a mid-teens IRR or higher from the current share priceSeveral free options / catalysts (some of which I believe are inevitable) are not priced into the stock and could drive returns substantially higher (20%+ IRR). Multiple expansion is also a lever that could drive further returns.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Kambi Group (KAMBI) - Thursday, Feb 8, 2024

Sweden

Kambi Group PLC operates as a business-to-business provider of sports betting services. The Company offers a software platform with front end user interface, odds compiling, customer intelligence, and risk management. Kambi Group serves gaming operators globally.

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Kambi Group (KAMBI SS)

Kambi Group (KAMBI) - Thursday, Feb 8, 2024

I am long shares of Kambi because I believe the Company is worth over 170 – 200 SEK / share today – This represents a 20% - 32% margin of safety

Value Investors Club

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