Valued Gaijin

Gaijin by birth. Valued by choice.

[Valued Gaijin @valuedgaijin]

@unusual_whales $GRSD BABY!

[Valued Gaijin @valuedgaijin]

@unusual_whales $GRSD BABY!

[Valued Gaijin @valuedgaijin]

@LiamContraire @pccepar Keep up the good work gentlemen

[Valued Gaijin @valuedgaijin]

At ~$60M, $GRSD trades at roughly 0.36x EV/Revenue on FY2026 consensus — an unusually low multiple for a business growing its higher-margin sports data segment at 13%+ YoY and guiding to ~27% EBITDA margins. CHEAPPPP!

[Valued Gaijin @valuedgaijin]

@pccepar @LiamContraire 71% non SEO revenue last Q earnings call — isn’t that what we want to see? More growth in other areas? That’s why I love this rebrand.

[Valued Gaijin @valuedgaijin]

@pccepar Need to get to > $5/sh by April 2027 then!

[Valued Gaijin @valuedgaijin]

@pccepar What do you think will happen

[Valued Gaijin @valuedgaijin]

@ACapitalLP $GRSD

[Valued Gaijin @valuedgaijin]

@CraigRCummings need this to be known next earnings call

[Charles Gillespie @charlesgillespi]

$GAMB is a very different and better business than when it went public in 2021. With a different revenue mix and broader strategy we needed a new name. Hope you like! $GRSD 💪🏼

[Kevin McCrystle @kmccrystle]

We are very excited to announce our new corporate name - Grandstand. Tomorrow we will switch trading from $GAMB to $GRSD. The new name reflects who we are today after an already significant evolution of our business. Grandstand better describes our position as the intelligence layer powering informed decisions for consumers and partners across sports, gaming and entertainment. There have never been more interesting opportunities in front of us, and we are excited for whats ahead

[Valued Gaijin @valuedgaijin]

@LiamContraire Barely trades too. Half the shares are locked up essentially. Been seeing some decent size trades at the close the last three months or so but that’s it. It’s all artificial bs

[Valued Gaijin @valuedgaijin]

@LiamContraire Yeah they’ll be fine. Just saw a hedge fund taking a 7% position in the company last 13f - deep value fund. Optic odds is worth 200mm by itself. Revenue 170 mil a year and a 65mm market cap. No brainer but just need time

[Valued Gaijin @valuedgaijin]

@InTheAssembly $GAMB

[Valued Gaijin @valuedgaijin]

@JoshTradeOption @Gubloinvestor @mehtasdeepak what did he lie about

[Valued Gaijin @valuedgaijin]

@TerpsTrader1 i agree w/ you -- tons of value here.

[Valued Gaijin @valuedgaijin]

$GAMB math: FY26 EBITDA guide $45–50M, Q1 delivered $9M → H2 needs $36–41M. $6.5M of restructuring savings flow through, one-time costs cleared, data segment accelerating. The H2 ramp isn't speculation — it's already paid for.

[Valued Gaijin @valuedgaijin]

$GAMB is quietly becoming a data company. OpticOdds new deals +94% YoY, international partners +178%, 86% of customers now API-based. Claude MCP integration live, Perplexity launching Q2. The market is still pricing the old affiliate. Wake up.

[Valued Gaijin @valuedgaijin]

$GAMB: Q1 data +13%, non-SEO >50% of marketing, $13M restructuring inbound. But NDC volume flat, rev/NDC stuck at ~$180, paid traffic economics still unproven. Sell-side base case $5.50 vs $2.40 today. Q2 print is the proof of concept — until then, value opp or value trap.