Become a Member

written by reader RSI vs GAN vs BETZ

By portland6, January 9, 2022

Up front, this is not an apples to apples comparative… Travis, a comment you wrote about GAN a number of months ago was spot on. – that being and I paraphrase ‘high risk / high return potential that can decrease into mid single digits and / or increase to $40 – $45 range within 12 months’… GAN has gone the former route underperforming 75% over the past 12 + months, in part due to it being over-hyped, but more so I believe the senior talent within the organization is / was not at an equal match to the market’s over-inflated perceptions of future performance. There seems to be a higher opportunity cost with GAN verses the approach RSI is taking – not as solid technically but staying within boundaries where management can manage and grow… however RSI range has not been stellar as well ($9.5 to $26.5 over the past 12 months) closing January 7, 2022 at $15 USD – both have somewhat outdated targets on YAHOO Finance at $23 for 1 year… which brings Roundhill “BETZ” with a unit price as of close January 7, 2022 being -11% discount to NAV into the discussion… is BETZ a wiser choice to play this space as a short term (6 – 12 months) play?… best of ’22 to all

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

guest

12345

This site uses Akismet to reduce spam. Learn how your comment data is processed.

1 Comment
Inline Feedbacks
View all comments
Travis Johnson, Stock Gumshoe
January 10, 2022 10:25 am

Maybe so, I don’t really know — but I’ve clearly been quite wrong about the short-term potential of GAN over the past year, so I do not have my finger on the pulse of gambling-focused investors. BETZ is just the ETF, so it’s focused on a bunch of sports betting names — Kambi, Flutter (owner of FanDuel), Rush Street, etc. It should be the less volatile than the individual names, since it owns 30+ stocks (including GAN and RSI as well as several non-US leaders)

Add a Topic
10151
Add a Topic
900
Add a Topic
11103
👍 21768

We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

More Info  
14
0
Would love your thoughts, please comment.x
()
x