• Brett Schafer

Deep Dive: Spencer Cibelli Discusses Playway Stock



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Show Notes


This week we brought on a new guest, Spencer Cibelli from Robotti and Co. Playway is a small-cap video game company in Poland with a unique business model. The idea is quite simple but has led to phenomenal profit margins for the business. Here are some questions we asked Spencer:


  1. How’d you come across PlayWay? What interests you about the Polish gaming market?

  2. What does PlayWay do and thoughts on management?

  3. What type of games does PlayWay make? What countries does PlayWay primarily sell its games in and can you explain how that’s been a benefit related to the recent currency situation in Poland?

  4. Can you go through PlayWay’s economics? How are they able to be so profitable?

  5. What does the company’s valuation look like today?

  6. How will the company grow from here? Is there a ceiling to potential PlayWay subsidiaries?

  7. Who are PlayWay’s biggest competitors?

  8. How do you account for geopolitical risk?

  9. What are the biggest risks to PlayWay aside from geopolitical?



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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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