MonetizationThe company’s ability to monetize its base, converting nearly 7% of its active users into active payers, is impressive, tracking at over 3x the industry average.
Strategic GrowthThe acquisition of SuprNation provides entry into the real money iGaming market, offering a sustainable growth opportunity with positive secular trends.
ValuationDoubleDown Interactive is seen as an attractive special situation with the potential for a significant value unlock due to its cash position and valuation being well below its peers.