18. Kristoffer Lindström of Lind Research on Coffee Stain (COFFEEB)

18. Kristoffer Lindström of Lind Research on Coffee Stain(COFFEEB)

I recently had the opportunity to speak with Kristoffer Lindstrom of Lind Research on Coffee Stain. Kristoffer is an expert in the Nordic Gaming industry (both sell side and industry) and has high conviction in his investment thesis on Coffee Stain.

I really enjoyed the conversation and hope you do as well. Here's what we discussed:
0:00 Disclaimer

1:30 Kristoffer shares his extensive experience in the gaming space (industry and sell side)

6:05 Spin-off activity in the gaming space

10:05 Overview of Coffee Stain

15:05 What long term revenue CAGR does Kristoffer expect for Coffee Stain

18:15 When is the last time Coffee Stain launched new IP that generated significant revenue?

21:35 How is Coffee Stain valued and where should it trade?

24:35: How does Kristoffer value Iron Gate?

26:05 Capital allocation: how will Coffee Stain use their cash?

28:55 How Kristoffer views the upside to downside ratio at Coffee Stain’s current valuation

31:35 Does Coffee Stain have any catalysts?

35:40 Nordic gaming companies have fallen out of favor after COVID boom

40:45 Other gaming spin-offs that Kristoffer is watching

46:55: How to get in touch with Kristoffer: LindResearch.com