Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG

Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to discuss Bragg Gaming (NASDAQ: BRAG / TSX: BRAG), a global B2B content-driven iGaming technology provider. On November 22, 2023, Jeremy published "An Open Letter to the Chair of the Board of Bragg Gaming Group." on his website (link below), where he outlines strategic alternatives for the company. Jeremy and Andrew close out with Jeremy's take on the Spirit / JetBlue trial.

For more information about Jeremy Raper and Raper Capital, please visit: https://rapercapital.com/

Jeremy's Letter to $BRAG management: https://rapercapital.com/2023/11/22/an-open-letter-to-the-chair-of-the-board-of-bragg-gaming-group/ Chapters:

[0:00] Introduction + Episode sponsor: Alphasense

[1:55] Jeremy's Letter to the Board of Bragg Gaming $BRAG; company/thesis background and why Jeremy wrote and sent the letter

[17:20] Who is the right buyer for $BRAG?

[24:51] $BRAG financing in September 2022

[31:14] $BRAG CEO and management performance

[37:55] $BRAG final thoughts

[38:35] Jeremy's take on Spirit / JetBlue trial

[44:13] How Spirit / JetBlue trial compares to Twitter / Elon case

[47:23] Spirit / JetBlue bear case

[50:10] How Spirit / JetBlue case affects Hawaiian Airlines and Alaskan Airlines merger

[54:11] Final thoughts

Today's episode is sponsored by: Alphasense

This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.