Note: This is the update since my last writeup on 01/02/2022. Introduction Opera Ltd, which is popular in Europe and Africa for its namesake PC and mobile browser and is gaining momentum in US and Brazil due to its Gamer’s focused Opera GX browser, has 320M+ monthly active users and offers a compelling value+growth proposition.
What percentage of your portfolio ? Thx
Great write up!
There is no doubt that GX is a budding star...but I do wonder about the ownership--and quite honestly a discount may be warranted because of it.