Chris Judd's Talk Ya Book Podcast · Chris Judd's Talk Ya Book
Tom Lambeth
September 3, 2024·16 min·1 clip
Tom Lambeth says US iGaming demand is 'going nuts' and is on a path to deregulation, mirroring the sports betting boom.
As heard by us
A sharp stock discussion that treats gaming as a business problem, not a theme.
Tom Lambeth and Chris Judd treat Aristocrat as a business case, not a market label. The conversation moves from VP Capital's investing style into the parts that matter: compounding, the rise of real money gaming in the US, and the strategic tradeoffs around its digital assets.
Why you'd press play
Want a clear read on Aristocrat, digital gaming, and what the strategic review might unlock?
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