Ghost Biz - 2 July 2026
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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.
- 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.
