Chit Chat Stocks Evolution AB: A Misunderstood High Quality Stock, With Speedwell Research (Ticker: EVO)
On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research on Evolution AB (Ticker: EVO). We discuss:
- The business model of an online gaming aggregator
- Relevant history
- Why Evolution has won and dominated the industry
- Why gaming operators don't leave Evolution and go in-house
- Direct competition
- Geographic expansion
- Cyberattacks and illegal streams
- Labor disputes and managing studios
- The complex regulation of the global online gaming market
- Management's capital allocation
- How to value Evolution AB stock
+ more!
Speedwell Research Website: https://speedwellresearch.com/
Speedwell Research Twitter: https://x.com/Speedwell_LLC
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.