🎰 NagaCorp: Stock Analysis | Fearfully Greedy Ep.30

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In today's episode, I'll share the main points about the Naga Corp thesis.

Credit:
Gabriel Castro - @gabrielcastro8561

Live Fearfully Greedy Portfolio:

🎰 NagaCorp: Stock Analysis | Fearfully Greedy Ep.30
0:00 Intro
0:59 Business
4:53 Thesis: Tourism
6:56 Thesis: Gaming
8:37 Thesis: License
10:31 Thesis: Operational Excellence
17:10 Thesis: Expansion
21:26 Valuation
22:26 Portfolio Update

Disclaimer: This show is for entertainment purposes only and not to be considered financial advice. I might hold long positions in all the discussed stocks.
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Nice presentation. Really interesting company. Keep up the good work.

petruluca
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I have doubt about the monopoly license, Sihanoukville is the city of Cambodia with more casinos (around 100) and is in the 200km limit.
Maybe the limit is only for new casinos.

llavero
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thank you for the video. I understood that in case that free float becomes less than 25%, He has to launch a delisting takeover, is that correct? that would be a big risk

nicolasvicente