Very much like the outlook for GVCHoldings as they enter a new phase with newly appointed CEO Shay Segev. I think his vision for the next period of growth with focus on MGM market advantage and low player acquisition costs is excellent.

Given the current climate and knock on effects we have decided to hold off until January to deploy our next fund. It's been a successful first year of operations: Q4/20: Returned 25.01% (in six weeks) Q3/19: Returned 26.12% (in nine months) Thank you to our investors.

Our Q1/21 fund will be deployed on January 4th. Targeting 25% ROI over the next 12 months. We have a strong spread across US sports, lotteries, affiliates and social. Interestingly, this fund is likely to include one particularly unusual stock not yet on most people's radars...

Our latest fund, Q1/21 is now live. Selected stocks and buy prices are: #XLMedia 34.25 Scientific Games 39.47 William Hill 269.48 TheBetMakers 0.7 Zynga 9.77 We're very excited about these companies and believe there will be an excellent ROI within 12 months. (Target: 25%).

We have adjusted our Q1/21 fund as follows: Feb 5th: Closed William Hill position and moved those funds into Caesars Entertainment.

Fabulous growth from TheBetMakers , up 42% since Jan 4th. Congratulations. Delighted to have betmakers as part of our Q1/21 fund. Current overall ROI 16.07%.