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Curreen Capital's investment thesis on Kambi Group plc ($KAMBI.ST) — Q4 2024 | Buyside Digest

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$KAMBI.STNASDAQKambi Group plc

BEAR

Curreen Capital—KAMBI.ST

Fund Letter

Q4 2024

Published December 31, 2024

View Fund Profile

$180.60USD

+3.1% vs last month

$105.20Pitched

+71.7% since pitch

Market Cap$4.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager exited the position due to structural concerns regarding its outsourced business model, noting that growing clients tend to transition sportsbooks in-house. This leaves the...

— Christian Ryther

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