cover image of A Big Portfolio Change

Banking stocks have popped on the recent jobs report, which showed that U.S. job growth remained robust in July. Alleviating labour shortage-related fears. However, not all factors point to a steady recovery and fears surrounding the DELTA variant remain.

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 cover image of Kambi Down On Penn Acquisition - What We Are Doing

In 2019, Kambi and Penn signed a long term agreement through which Kambi provided the sportsbook Penn requires to run its operations. However, through the recently announced acquisition, Penn aims to vertically integrate this part of the business, as DraftKings did with the SBTech merger.

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 cover image of Growing Our Stake In This Giant

We are growing our exposure to fast growing emerging markets.

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 cover image of 2 Growing And Conservatively Valued Stocks

As it becomes slightly more evident that a large part of current inflation will be transitory, we are looking for reasonably priced technology plays.

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 cover image of Adding 4 U.S.-Based Champions

We are buying Mercado Libre, Evertec, Synopsys and Fortinet.

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 cover image of PayPal's Leadership

PayPal is too big to be ignored in the financial technology space. Generating $ 6.1B in sales and growing at 33% year-on-year. Furthermore, the company is quickly entering new markets in order to stay relevant.

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 cover image of Twitter's Growth Opportunity

Twitter is deploying an aggressive sales and profitability push in order to monetize its loyal user base.

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 cover image of China's Tech Play

China’s technology stocks have been pressured by political hurdles as the governing party tries to reign in the power of its own tech giants. As a result, companies such as Alibaba, Baidu and Tencent are trading at historically low multiples and at lower levels than before the pandemic struck.

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 cover image of Not So Enthusiast About Enthusiast Gaming

We are selling our position in Enthusiast Gaming Holdings Inc (EGLX). The company reported sales of CAD$ 30.0m, generating a gross profit of CAD$ 5.9m. Operating expenses reached CAD$ 18.7m and translated into a net loss of CAD$ 13.5m.

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 cover image of CDON: Risky Management Changes

Kristoffer has been Chief Operating Officer and member of the CDON Executive Team since June 2017 and was appointed to the role of Chief Executive Officer in September 2018.

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 cover image of Adding To Our Sinch Stake

Sinch is pulling back, making its valuation even more reasonable. The company is growing fast and is profitable, giving it the cash it needs to fuel its future acquisition.

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