Vested Interest #13:Opportunities outside US, Investment Changes, Case study, & Rapid fire questions
Episode description
🎙️ Welcome to episode #13 of Vested Interest, with Pierre Lindh, Lloyd Danzig & Benjie Cherniak.
Benji and Lloyd explore the evolving online gambling and sports betting industry, the shift of several operators from the US market and prompting investors to seek opportunities internationally and in less regulated spaces. The episode highlights recent deals like C-15 Studio and Lync, and a case study on Betty, an Ontario-based, female-first operator led by CEO Justin Park
⏰ Timestamps:
0:00 - Introduction
0:24 - Sponsors
1:43 - Introduction to the episode.
2:02 - Regulated online gambling and sports betting space in the US Updates
6:08 - Emphasis on ROI and adding value.
9:28 - International Companies Expansion.
13:06 - Repeal of PASPA and its changes in investment strategies over the years.
17:06 - Venture capital dynamics and founder focus.
22:23 - Doubling down on existing investments
28:51 - Case study on Canadian operator Betty.
36:28 - Financial performance and achievements of Betty.
45:34 - Rapid fire questions.
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