Voss Capital - Genius Sports: Highly Margin Accretive With A Long Runway

Summary

• Genius Sports provides live sports data to sportsbooks globally, holding official data rights to leagues like the NFL through 2028.
• The company's BetVision platform enables in-game bets for the NFL with high margins and potential for increased penetration in the US market.
• Despite consistent performance, the market remains skeptical of Genius Sports' visibility on rights costs, creating an attractive buying opportunity with potential upside.

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The following segment was excerpted from this fund letter.

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Genius Sports (NYSE:GENI)

Genius Sports is a sports data rights aggregator that provides live sports data to sports books covering over 200,000 events globally. GENI has locked up