@SmallCapKing2 I own this too and still considering adding more...but the Engine piece still seems murky. What is the value add? Relationships maybe? The data analytics platform brings in lower margin business, or am I misreading that?
@SmallCapKing2 Hit and miss for me. Some things up, some down, overall flat-ish. Slow bleeds on EGLX and GAME. Hope they pick up soon. Alphabet just reported ad revenue that seemed ok, so hopefully we'll see a rebound for ad spending in gaming sector as well
@SmallCapKing2@NHL Toronto Maple Leafs. Tons of talent...still yet to put it together when it counts. Last cup was '67. Hope to see one in my lifetime!
@SmallCapKing2 Perhaps just my perception but there seemed to be a subtle shift in tone on the call, with a greater emphasis on path to profitability, and less on acquisitions and growth. Being able to tap the $20+MM is important. No one wants more dilution at these levels.