United KingdomJul. 28, 2025 4:40 AM ETGambling.com Group Limited (GAMB) StockGAMBGiven Mahlangu101 FollowersSummaryGAMB stock has underperformed by 20% since my last coverage. This doesn't invalidate my thesis, as the underlying fundamentals remained intact.The subscription revenue increased by more than 400% in the first quarter. Illustrating Gambling.com's transition from an affiliate marketer to a data provider.Management has reiterated its intentions to buy back more shares to take advantage of this discounted valuation.nicolamargaret/iStock via Getty ImagesThesis ReviewSince my last write-up on Gambling.com (GAMB), the stock has had a disappointing performance, dropping by more than 20%. This came as a shock to me since the company shows impressive revenueThis article was written byGiven Mahlangu101 FollowersI'm a self taught equity analyst, I run a consultation firm in South Africa where we help clients with estimating the value of construction projects, over the past 5 years I've been retail investing and learning more about how the stock market works, following the work of Ben Graham and Joel Greenblatt while also learning data analytics as a side hobby. The equity markets are fascinating for me in the sense that there's huge amount of data from SEC fillings and other sources where I can utilize my data analytics skills to find good companies to invest in. My Investing style leans more toward value, high quality, long/short mid and small cap companies. Seeking Alpha is an incredible platform for me to share my research and analysis with fellow retail investors, analysts and get constructive feedback from them.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments