@gnufs Ali Gündüz
Ali Gündüz posts on X about $evo, $evos, evo, acquisition the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -53%
- [--] Month [-------] +3,348%
- [--] Months [-------] -14%
- [--] Year [---------] -37%
Mentions: [--] #
- [--] Week [--] +7.70%
- [--] Month [--] +235%
- [--] Months [---] +37%
- [--] Year [---] +10%
Followers: [-----] #
- [--] Week [-----] +0.02%
- [--] Month [-----] +0.95%
- [--] Months [-----] +6.80%
- [--] Year [-----] +22%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 67.27% finance 15.45% countries 11.82% travel destinations 3.64% currencies 3.64% cryptocurrencies 1.82% luxury brands 1.82% products 0.91% fashion brands 0.91% social networks 0.91%
Social topic influence $evo #6, $evos #1, evo #571, acquisition #611, $glxz #1, $otis #4, growth #2046, dividend 3.64%, business 3.64%, ready 3.64%
Top accounts mentioned or mentioned by @lnathell @sorobancount @inandouttradin1 @millonariosanon @bolshegold @lejooon @bubblan45 @nifohuts @joinyellowbrick @idafegonzalez @rainbow1967 @wolfofharcourt @arkalos77 @sergitm12 @igamingnext @wearelivespins @inpractise @arneulland @fanduelcasino @longriverhk
Top assets mentioned Evotec SE (EVO) Otis Worldwide Corp (OTIS) Domino's Pizza Inc (DPZ) Philip Morris International Inc. (PM) McDonald's Corp (MCD) Bitforex Token (BF) Wink (WINK) Caesars Entertainment, Inc. (CZR)
Top Social Posts
Top posts by engagements in the last [--] hours
"A few thoughts on $EVO's 2025"
X Link 2026-02-11T11:22Z [----] followers, 14.2K engagements
""Looking at [----] as a whole from an operational perspective it might have been one of our strongest years ever" $EVO"
X Link 2026-02-05T18:26Z [----] followers, 14.4K engagements
"@LNathell The simple (and naive) answer is that $EVO doesn't have the cash reserve (900m) for: a growing dividend (580m) + stable buyback (500m) + stable CapEx (140m) + top-up tax (100-200m) + $GLXZ acquisition (100m)"
X Link 2026-02-11T12:31Z [----] followers, 13.2K engagements
"$MCD at record high retail sales"
X Link 2026-02-11T22:00Z [----] followers, [----] engagements
"MFW I find $DPZ $OTIS $BF $V at [--] times their 2-years-out earnings"
X Link 2025-01-02T12:50Z [----] followers, [----] engagements
"Hypothesis: Otis is superior to Schindler and KONE both as a business and as an allocator $otis $schn $knebv"
X Link 2025-08-04T15:33Z [----] followers, [----] engagements
"$EVO's acquisition deadline for $GLXZ is extended from January [--] to July [--] due to a lack of regulatory approvals Out of [--] states where Galaxy is licensed only [--] states' approvals are missing to be able to close the acquisition"
X Link 2025-11-25T14:22Z [----] followers, 11.3K engagements
"Nevada raises global enforcement on iGaming suppliers like $EVO (still withheld license for $GLXZ acquisition) - less permissive definition of black markets compared to New Jersey - periodic disclosure requirement of served markets News: Nevada Gaming Control Board issues "Industry Guidance for Online Gaming Products" to provide guidance to licensees which currently operate or seek to operate online gaming in other jurisdictions "to reduce potential adverse consequences." https://t.co/wHjRlUzGS3 https://t.co/VYIIwI657L News: Nevada Gaming Control Board issues "Industry Guidance for Online"
X Link 2026-01-18T11:48Z [----] followers, 19.8K engagements
"I have come to Barcelona to find hints of hope for $EVO's growth prospects. Maybe something I have overlooked or a course correction Sad to say I am still underwhelmed"
X Link 2026-01-21T11:53Z [----] followers, 15.2K engagements
"Two little Swedish inventions that can change the world $EVO"
X Link 2026-02-02T15:19Z [----] followers, [----] engagements
"My areas of interest at tomorrow's $EVO Q4 results: SALES - Movement/outlook in Asia & Europe regression - USD-based double-digit-% growth in NA/LA/Africa - Customer concentration - Hints of consumer outreach"
X Link 2026-02-04T21:02Z [----] followers, [----] engagements
"EXPANSION Any change in expansion pullback: - Capex and headcount in Q4 - Year-end table count - [----] capex guidance"
X Link 2026-02-04T21:02Z [----] followers, [----] engagements
"FINANCES - Buyback & dividend allocation - Margin guidance - Timing of Pillar II top-up tax payments REGULATORY - UKGC investigation - Outlook re: Nevada regulator's Asia ban & $GLXZ permit - Measures on competitors to join European ringfencing - Plans against Playtech"
X Link 2026-02-04T21:02Z [----] followers, [----] engagements
"BAD NEWS: - Europe in free fall (Ringfencing prevents future growth) - EBITDA Profit FCF EPS (FY25: [----] FY24:5.20) all declined in [----] - Capital allocation in limbo (Bad news delayed Dart-related scheme in progress)"
X Link 2026-02-05T07:35Z [----] followers, [----] engagements
"2 BIG REVELATIONS #1: Demand slow-down in Asia Piracy is not enough to explain the situation player-side demand for $EVO has to have plateaued Outcome: Base case no longer includes a return to high growth"
X Link 2026-02-05T07:39Z [----] followers, [----] engagements
"@lejooon Not necessarily. It could be the European players switching to "black market" casinos over locally licensed ones under ever increasing restrictions. It could be $EVO losing share in traditional table games. I don't know"
X Link 2026-02-05T10:01Z [----] followers, [----] engagements
"@Rainbow_1967 I definitely don't have reliable market data when it comes to Asia. I'd argue that nobody does. I have confirmed with management at ICE that even $EVO doesn't know their market share in Asia"
X Link 2026-02-05T10:09Z [----] followers, [---] engagements
"@wolfofharcourt"
X Link 2026-02-05T18:53Z [----] followers, [----] engagements
"@bubblan45 If you adjust for enough factors you can turn even Kodak into a success story. The humble shareholders have to live off of real results as they happen though"
X Link 2026-02-05T19:27Z [----] followers, [----] engagements
"$PM had a slow Q4 In [----] PM grew: IQOS volume by 11% Zyn volume by 37% Cigarette volume by -2% Operating Income by 12%"
X Link 2026-02-06T12:45Z [----] followers, [----] engagements
"Evolution's 2025: A Year in Decline https://www.dontdistribute.com/p/evolutions-2025 https://www.dontdistribute.com/p/evolutions-2025"
X Link 2026-02-11T11:23Z [----] followers, [----] engagements
"@LNathell Thank you for your heartwarming praise Ludvig"
X Link 2026-02-11T11:44Z [----] followers, [---] engagements
"@Arkalos77 My current assumption on $EVO: - can't grow substantially (negative to zero growth) in Europe with the current ringfencing and regulatory trends - faces saturation (aka zero to slow growth) in Asia for one reason or another"
X Link 2026-02-11T12:21Z [----] followers, [---] engagements
"40 years of mostly making the right decisions without a founder at the helm This is what "company culture" looks like"
X Link 2026-02-11T22:18Z [----] followers, [----] engagements
"$EVO's new studio in Prague Czechia"
X Link 2024-12-12T11:33Z [----] followers, 58.7K engagements
"$EVO announces the start of its [---] million euro buybacks for [----] corresponds to 3.4% of shares outstanding at current price repurchases could spread beyond the AGM in May"
X Link 2025-02-10T15:16Z [----] followers, 64.6K engagements
"$EVO's first Asian studio is taking shape in Cebu City Philippines"
X Link 2025-03-18T12:17Z [----] followers, 28.6K engagements
"$EVO's new studio in Michigan "With nearly [----] talented team members in Michigan were proud to make every game special. And were growing fast Our brand-new office and training academy welcome nearly [---] new team members each month.""
X Link 2025-05-06T08:58Z [----] followers, 18.3K engagements
"Ready for $EVO Q3"
X Link 2025-10-23T05:22Z [----] followers, 88K engagements
"$OTIS is growing service profits by 12% in the middle of a global construction slump"
X Link 2025-10-29T12:52Z [----] followers, [----] engagements
"#2: Management is guiding for managed decline - Guided focus explicitly excludes Asia & Europe (3/4rds of $EVO sales more of profits) - Current decline is operationally result of "one of the strongest years ever" Outcome: Don't expect growing or stable earnings from strategy"
X Link 2026-02-05T07:52Z [----] followers, [----] engagements
"Good portent for the big $EVO productions coming online in Q3 and Q4 [----] Monopoly was one of the largest digital customer acquisition events ever last quarter. $MCD Monopoly was one of the largest digital customer acquisition events ever last quarter. $MCD"
X Link 2026-02-11T21:45Z [----] followers, [----] engagements
"@SorobanCount Yet another "Hey guys $evo is a non-brainer at these valuations with a very conservative 7% forever growth rate assumption 🤡" piece wouldn't have benefited anybody at this point"
X Link 2026-02-12T12:16Z [----] followers, [---] engagements
"@InAndOutTradin1 @SorobanCount I gotta admit that I have a huge blindspot in the way that I almost exclusively base my views on backward-looking data. If/when $EVO ever truly turns around its growth I will probably be late to detect that as well. My only excuse is that I don't know a better way"
X Link 2026-02-12T13:08Z [----] followers, [---] engagements
"@InAndOutTradin1 @SorobanCount To be fair to my own efforts though I flagged the long-term demand decline back when $EVO was still growing double-digits and most people were modeling for double-digit growth until [----] https://www.dontdistribute.com/i/156550987/headwind-1-igaming-slowdown https://www.dontdistribute.com/i/156550987/headwind-1-igaming-slowdown"
X Link 2026-02-12T13:15Z [----] followers, [---] engagements
"@InAndOutTradin1 @SorobanCount Reasonable approach. Btw do you see an increasing competitive pressure on $EVO in the traditional table games segment Where does the supply from all the new tables set up by the small and big competitors in Georgia Armenia Ukraine etc in the last year or two go to 🤷"
X Link 2026-02-12T13:19Z [----] followers, [---] engagements
"$BF Brown-Forman holding on to its post-COVID spirits bottom compensating for its sales decline in the developed markets with growth in the Global South"
X Link 2025-12-04T14:10Z [----] followers, [----] engagements
"$OTIS is growing its service business with a positive outlook despite the global construction slump"
X Link 2026-01-28T13:08Z [----] followers, [----] engagements
"$EVO and the Doom of Playing It Safe Why overall growth is nowhere to be found and an idea to find it First part is meant for investors the second for management"
X Link 2026-02-02T09:37Z [----] followers, 25.4K engagements
"Ready for $EVO Q4"
X Link 2026-02-05T06:21Z [----] followers, 32.7K engagements
"What have I learned GOOD NEWS: - $EVO is growing at 20% in North America Latin America and Africa on USD basis - Q3's sudden headcount drop was a fluke. Headcount not growing but stable"
X Link 2026-02-05T07:33Z [----] followers, [----] engagements
"@sergitm12 11x on FY25 EPS of [----] If $EVO is going to decline in Europe stagnate in Asia and grow double-digits in the rest of the world EPS is bound to slowly decline over the coming years. Valuation may still have some downside here with those assumptions"
X Link 2026-02-05T09:33Z [----] followers, [----] engagements
"Quick update for those following $EVO's capital allocation announcement: Unless they do an earlier press release the hard deadline would be the AGM notice (with vote items) which is planned for [--]. March"
X Link 2026-02-11T11:55Z [----] followers, 10.1K engagements
"@NifoHuts The chart's significance: - Yellow (tech) scales - Red (labor) doesn't scale as volumes increase"
X Link 2026-02-13T17:23Z [----] followers, [--] engagements
"Hello Stockholm 👋"
X Link 2025-05-06T11:41Z [----] followers, 10.4K engagements
"84% EBIT margins (vs 60% by $EVO) and 70% slots growth (vs 0% by $EVO) 🤯 Looks like I got my light weekend read 🤓"
X Link 2025-06-19T17:48Z [----] followers, 29.1K engagements
"My areas of interest at tomorrow's $EVO Q2 results: - Progress & outlook against Asia cyberattacks - Full effect of European ring-fencing & UKGC review"
X Link 2025-07-16T15:42Z [----] followers, [----] engagements
"A few thoughts on $EVO's Q2 [----] and a [--] year retrospective as a shareholder"
X Link 2025-07-28T14:27Z [----] followers, 26.6K engagements
"$EVO GOING OUT OF BUSINESS CIA LEAK CONFIRMS"
X Link 2025-08-14T13:58Z [----] followers, 33.5K engagements
"Approval on $EVO's Galaxy Gaming $GLXZ acquisition is again not included in the Nevada regulator's agenda for the month This leaves just [--] meetings (November & December) before the deal termination deadline 😨"
X Link 2025-10-07T17:34Z [----] followers, 11.7K engagements
"$EVO going through every "quality" investor's portfolio over the years"
X Link 2025-10-23T16:46Z [----] followers, 22.6K engagements
"Great thread on KONE $KNEBV"
X Link 2022-06-04T12:56Z [----] followers, [--] engagements
"$EVO is accused in the US by private investigators of serving end-users - in US-sanctioned countries - in countries where iGaming is illegal - via locally unlicensed operators"
X Link 2021-11-17T11:14Z [----] followers, [--] engagements
"$EVO had a very interesting showcase presentation with different department heads presenting their plans. [--] new Live & RNG game releases are planned for [----]. Here are my notes:"
X Link 2022-02-08T18:40Z [----] followers, [---] engagements
"$EVO Q1 big picture in a few charts 1) Sales Mix - stable QoQ growth"
X Link 2022-04-28T07:05Z [----] followers, [---] engagements
"$EVO's Todd Haushalter gave a very interesting talk at @iGamingNEXT yesterday First how successful US operators will look like in [--] years: - Generous RTP & loyalty programs - No/low wagering req. + fast & easy cash-out - Only quality games (not the widest variety) wink wink😉"
X Link 2022-05-13T09:55Z [----] followers, [---] engagements
"Bear market status: Domino's CEO invites analysts to apply for pizza delivery jobs in earnings call"
X Link 2022-10-15T14:35Z [----] followers, [---] engagements
"Takeaways from Playtech's FY22 results for $EVO shareholders: - PTEC B2B grew 14% (vs 36% by EVO) - Asia shrank 18% (vs 67% growth by EVO) - Live grew 26% (vs 42% by EVO) $PTEC sees major Live growth opportunity in LatAm thanks to incoming regulations opened studio in Peru"
X Link 2023-03-23T15:10Z [----] followers, 47.1K engagements
"Is it for a new iPhone Louis Vuitton maybe Nope it's $PM's IQOS ILUMA launch in the UK (not even a particularly popular heat-not-burn market)"
X Link 2023-09-07T15:31Z [----] followers, 41.9K engagements
"$EVO Haushalter: "We need to save baccarat and make it appealing to the next generation" Baccarat remains Evolutions most popular product in Asia by a long way the 600-pound gorilla "The US has become our biggest slots market which has sort of happened overnight""
X Link 2023-10-14T16:26Z [----] followers, 62.4K engagements
"In [----] $EVO and Playtech spent very similar amounts to operate their average Live Casino table. In return Playtech earned 178k of EBITDA per table. EVO earned 633k"
X Link 2023-11-16T09:24Z [----] followers, 34.9K engagements
"$EVO announces [---] million Euro buyback plan The announcement brought two surprises for me"
X Link 2023-11-23T18:18Z [----] followers, 73.5K engagements
"Big day is finally here: $EVO has launched Crazy Time in the US. Crazy Time created the game show genre and remains world's most popular game show to this day. Huge potential as the game historically converted whole new sets of players to iGaming"
X Link 2023-12-12T17:43Z [----] followers, 21.2K engagements
"This is definitely the best podcast on $EVO I have ever listened to. Really makes the history and market dynamics come to life. 💯 Just released our Evolution Podcast episode In this [--] hour podcast we cover: - History - Grey & Black Markets - Competitive Landscape - How Evolution Differentiates - Acquisitions - Bear/ Bull Case This is the most in-depth $EVO podcast you will find (Links in next tweet) https://t.co/urgxJOVT0D Just released our Evolution Podcast episode In this [--] hour podcast we cover: - History - Grey & Black Markets - Competitive Landscape - How Evolution Differentiates -"
X Link 2024-01-26T11:16Z [----] followers, 15.7K engagements
"$EVO's Q4 releases usually yield the most interesting insights. Quite a few areas I will be keeping an eye out for tomorrow beside the usual growth metrics: SALES - Early results from Crazy Times US release - Reg/Unregulated growth vs geographies - Customer concentration"
X Link 2024-01-31T15:23Z [----] followers, 21K engagements
"After a superficial read $EVO's operational results in Q4 seem to have exceeded my expectations: GOOD - Share of growth in regulated markets - Recruitment in Q4 was almost twice of all recruitment in Q1-2-3 combined - New studio in Bulgaria - [---] new tables added by year end"
X Link 2024-02-01T07:46Z [----] followers, 28.3K engagements
"No this is not a tobacco company. $evo"
X Link 2024-02-05T07:01Z [----] followers, 62.9K engagements
"$EVO acquires B2B social casino streaming provider @WeAreLivespins for 5m + undisclosed earnout "Livespins integrates into an operators casino lobby via API allowing multiple players to place a bet to team up and bet behind the streamer""
X Link 2024-02-06T10:28Z [----] followers, 17.1K engagements
""NJDGE found no evidence that $EVO sanctioned promoted permitted or otherwise materially benefited from its content offered by operators in any market that the NJDGE considers a prohibited jurisdiction." $EVO is accused in the US by private investigators of serving end-users - in US-sanctioned countries - in countries where iGaming is illegal - via locally unlicensed operators $EVO is accused in the US by private investigators of serving end-users - in US-sanctioned countries - in countries where iGaming is illegal - via locally unlicensed operators"
X Link 2024-02-20T12:06Z [----] followers, 21.9K engagements
"Caesars $CZR generates over [--] billion dollars annually from its casino operations Yet it teams up with $EVO for its Live Casino supply instead of trying to in-source it"
X Link 2024-02-21T14:22Z [----] followers, 67.2K engagements
"Todd Haushalter on $EVO's [----] "product leap year" plans: - [---] new slots - Tools for slots (bonusing search & recommendation) - Overhauls of live table classics - New game shows - Live/slot crossovers - Livespins integration (stream access behind login) - Land-based solutions"
X Link 2024-02-29T16:50Z [----] followers, 12.3K engagements
"Main claims by @_inpractise: $EVO earns via crypto-enabled channels: 30% of GGR 50% of EBITDA more profitable than non-crypto counter-party risk (EVO collects receivables in [--] months after monthly invoicing) industry disruption risk New Research on Evolution Gaming's Asia and Crypto Risk $EVO Weve followed EVO closely since [----] including throughout [----]. This work doesn't rehash old risks. We believe we've uncovered various potential significant risks to its unregulated Asia business: https://t.co/Wq7F4sSA5k New Research on Evolution Gaming's Asia and Crypto Risk $EVO Weve followed EVO"
X Link 2024-03-26T16:12Z [----] followers, 82.2K engagements
"Playtech's B2B division is $EVO's biggest public competitor and hence provides an interesting comparison. In FY [----] PTEC's B2B: - grew sales by 8% (vs 23% by $EVO) - grew regulated sales by 18% (vs 20% by $EVO) - grew adj. EBITDA by 14% (vs 26% by $EVO)"
X Link 2024-04-16T14:32Z [----] followers, 15.3K engagements
"Second part of my $EVO [----] Annual Review is online Along with a bonus section on the recent gray market risks"
X Link 2024-04-21T16:48Z [----] followers, 28.9K engagements
"$EVO is opening its 3rd studio in New Jersey by year's end. It will be a big one: $EVO has [---] employees in the state and the new $75m building has capacity for 2000"
X Link 2024-07-10T17:29Z [----] followers, 50.5K engagements
"set up a "proud to own" board at the new office h/t @ArneUlland for the idea 🙂"
X Link 2024-07-11T15:36Z [----] followers, 38.8K engagements
"$DPZ today $EVO tomorrow $PM and $OTIS next week Fun never stops 🤓"
X Link 2024-07-18T12:09Z [----] followers, 30.6K engagements
"$EVO spent [--] million euros of its [---] million euro budget in the first [--] weeks of the current buybacks Last Wednesday [--] out of every [--] share trade was a company buyback 🤓"
X Link 2024-08-12T10:57Z [----] followers, 16.8K engagements
"$EVO largely depends on product innovation & quality for growth. Meanwhile its largest public competitor Playtech depends on exclusivity deals & JVs with operators in regulated markets. $PTEC has just released H1 [----] results that highlight an interesting comparison to $EVO"
X Link 2024-09-30T16:13Z [----] followers, 17.5K engagements
"$EVO organizes internal lottery for Georgian employees who had to work extra shifts during the strike Winners get to visit Evolution USA (or just win $2000)"
X Link 2024-10-18T14:45Z [----] followers, 18.9K engagements
"My areas of interest at tomorrow's $EVO Q3 results: SALES - Reg/Unregulated growth vs geographies - LC growth (nom & %) - Continued Asia slowdown (Japan Korea POGOs) - Global iGaming/Live Casino market slowdown - US adoption of Live Casino (Crazy Time) - LatAm () outlook"
X Link 2024-10-23T17:56Z [----] followers, 11.2K engagements
"Ready for $EVO"
X Link 2024-10-24T05:28Z [----] followers, 24.1K engagements
"Markets may not be completely efficient but dismiss Mr. Market as out-of-touch at your own peril Exhibit: $EVO's organic growth rate vs market valuation"
X Link 2024-11-09T14:06Z [----] followers, 33.3K engagements
"$EVO bear case nostalgia: - Competitors will catch up in product quality - Competition will drive down profitability - US casino giants will run their own Live Casino supply Honored for the renewed trust in us by @FanDuelCasino. We're very happy with the strong partnership and the fantastic team over at FanDuel. Honored for the renewed trust in us by @FanDuelCasino. We're very happy with the strong partnership and the fantastic team over at FanDuel"
X Link 2024-11-14T15:07Z [----] followers, 17.7K engagements
"2024 was the perfect storm of worst-case scenarios for $EVO: - Studio generating half of the profits in turmoil - Sudden mysterious halt in the most lucrative market - US state regulator questioning on global point-of-consumption licensing - Tax benefit ended"
X Link 2024-12-02T13:04Z [----] followers, 24.3K engagements
"$EVO is planning to expand its Connecticut studio to a third building and grow from [---] to [---] employees The studio serves DraftKings & FanDuel and already hosts Crazy Time plus a few other shows"
X Link 2024-12-25T17:27Z [----] followers, 47K engagements
"Notes from $EVO's ICE 2025"
X Link 2025-01-28T09:11Z [----] followers, 31.6K engagements
"My areas of interest at tomorrow's $EVO Q4 results: SALES - Reg/Unregulated growth vs geographies - Asia slowdown cyberattacks outlook - North American speed-up - RNG speed-up - Initial results from Brazil"
X Link 2025-01-29T18:43Z [----] followers, 12.2K engagements
"When you over-analyze a company and need to find your back to your original train of thought 😅 $evo"
X Link 2025-02-04T15:49Z [----] followers, 17.3K engagements
"$EVO's per share payout plan for [----] Dividend: [----] Buyback: [----] 7.3% forward shareholder yield at the current price"
X Link 2025-02-10T15:28Z [----] followers, 39.2K engagements
"$evo $EVO's per share payout plan for [----] Dividend: [----] Buyback: [----] 7.3% forward shareholder yield at the current price $EVO's per share payout plan for [----] Dividend: [----] Buyback: [----] 7.3% forward shareholder yield at the current price"
X Link 2025-02-10T16:06Z [----] followers, 24.7K engagements
"$EVO repurchases 0.1% of its shares for [----] million in the first [--] days of buybacks It can take up to [--] months for the [---] million budget to be utilized at this rate"
X Link 2025-02-17T14:24Z [----] followers, 10.1K engagements
""Industry giants will squeeze $EVO out of the market""
X Link 2025-02-26T14:49Z [----] followers, 19.1K engagements
"Ready for $EVO"
X Link 2025-04-30T05:27Z [----] followers, 80.4K engagements
"Here's a bit of self-criticism by a shareholder of [--] years: When I thought between mid-2022 and early-2024 that the market was grossly undervaluing $EVO at 20p/e the market was right and I was wrong"
X Link 2025-04-30T06:30Z [----] followers, 24.2K engagements
"A few thoughts on $EVO's Q1 [----] an update on margins and an open letter to the $EVO management"
X Link 2025-05-06T06:34Z [----] followers, 49.5K engagements
"Notes from $EVO's [----] AGM: - Much bigger crowd this year but board was again largely absent - Slightly chaotic as some shareholders were against the occasional use of English vs. the attendance of multiple foreign shareholders. (I was the only non-Swedish-speaker last year.)"
X Link 2025-05-12T13:03Z [----] followers, 30.1K engagements
"Ready for $EVO Q2"
X Link 2025-07-17T05:20Z [----] followers, 31.2K engagements
"Something I should have graphed in my last Q review: $EVO's growth acceleration in North America measured in US dollars All despite the halt in major state openings"
X Link 2025-08-04T14:00Z [----] followers, 13.2K engagements
"My top [--] convictions (on a decade+ horizon) make up almost 2/3rd of my active portfolio: - $EVO - $PM - $OTIS - $DPZ - $V $MA"
X Link 2025-08-26T17:06Z [----] followers, 10.7K engagements
"I had a wide-ranging conversation about $EVO with @longriver_hk on his awesome podcast Themes: - Moat vs competition - Asia exposure - US market dynamics - Studio expansion - RNG acquisitions & performance - Comparison to Pragmatic - Capital allocation - Management pet peeves"
X Link 2023-12-09T12:05Z [----] followers, 41K engagements
"Malta delays implementing the global minimum tax rate for [--] years. That's possibly an 8% earnings boost and an extra cumulative 700+ million Euros in $EVO shareholders' pockets"
X Link 2023-12-09T18:41Z [----] followers, 215.9K engagements
"3 stories of European CPG multiples over the last decade: Nestl vs Lindt vs Lotus $NESN $LISN $LOTB"
X Link 2024-02-22T15:28Z [----] followers, [----] engagements
"$EVO's $glxz acquisition multiple has just dropped from 10x to below 8x run-rate EBITDA Wonder what it will be by the closing date around mid-2025"
X Link 2024-08-12T11:45Z [----] followers, 43.2K engagements
"Great description of how it feels to own $EVO by @FarrerWealth"
X Link 2024-09-30T13:00Z [----] followers, 51.4K engagements
"How to spot fellow $EVO shareholders (including me) at ICE Barcelona next week"
X Link 2025-01-13T13:29Z [----] followers, 27.5K engagements
"A few moves in $EVO's governance expansion and market share. Second part of my [----] annual review is here"
X Link 2025-04-29T05:16Z [----] followers, 13.5K engagements
"Working on a presentation as the 5th year anniversary of my first $EVO purchase is coming up"
X Link 2025-06-17T14:02Z [----] followers, 26.8K engagements
"A few thoughts on $HACK Hacksaw's IPO today and some comparisons to $EVO"
X Link 2025-06-25T13:50Z [----] followers, 16.7K engagements
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