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Nova 1035
Today in Ghost Biz, Gary Stroebel and The Finance Ghost discuss:
– Goldrush – Online gambling is disrupting traditional gaming businesses, squeezing margins and forcing operators to compete with tech platforms instead of physical rivals.
– Lighthouse Properties – Strong tenant sales, low vacancies, and robust growth across Spain, Portugal, and France continue to drive confidence in the European-focused property fund.
– Prosus – Revenue growth looks impressive on the surface, but investors are focusing on profitability, free cash flow, and the ongoing pressure facing Tencent and the broader tech sector.
