# ![@gnufs Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::202150681.png) @gnufs Ali Gündüz

Ali Gündüz posts on X about $evo, $evos, market, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::202150681/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::202150681/c:line/m:interactions.svg)

- [--] Week [------] -37%
- [--] Month [-------] +3,740%
- [--] Months [-------] -16%
- [--] Year [---------] -36%

### Mentions: [--] [#](/creator/twitter::202150681/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::202150681/c:line/m:posts_active.svg)

- [--] Week [--] -22%
- [--] Month [--] +161%
- [--] Months [---] +28%
- [--] Year [---] +7.40%

### Followers: [-----] [#](/creator/twitter::202150681/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::202150681/c:line/m:followers.svg)

- [--] Week [-----] +0.02%
- [--] Month [-----] +1%
- [--] Months [-----] +6.80%
- [--] Year [-----] +22%

### CreatorRank: [-------] [#](/creator/twitter::202150681/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::202150681/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.48% [finance](/list/finance)  15.45% [countries](/list/countries)  10.57% [travel destinations](/list/travel-destinations)  4.88% [currencies](/list/currencies)  4.07% [luxury brands](/list/luxury-brands)  2.44% [cryptocurrencies](/list/cryptocurrencies)  1.63% [fashion brands](/list/fashion-brands)  1.63% [products](/list/products)  0.81% [social networks](/list/social-networks)  0.81%

**Social topic influence**
[$evo](/topic/$evo) #4, [$evos](/topic/$evos) #1, [market](/topic/market) 12.2%, [in the](/topic/in-the) 9.76%, [dividend](/topic/dividend) 4.88%, [share](/topic/share) 4.88%, [$otis](/topic/$otis) 4.07%, [acquisition](/topic/acquisition) #339, [$glxz](/topic/$glxz) #1, [global](/topic/global) 3.25%

**Top accounts mentioned or mentioned by**
[@lnathell](/creator/undefined) [@inandouttradin1](/creator/undefined) [@sorobancount](/creator/undefined) [@millonariosanon](/creator/undefined) [@bolshegold](/creator/undefined) [@seekingaurum](/creator/undefined) [@freecashplow](/creator/undefined) [@bubblan45](/creator/undefined) [@lejooon](/creator/undefined) [@idafegonzalez](/creator/undefined) [@rainbow1967](/creator/undefined) [@sergitm12](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@arkalos77](/creator/undefined) [@igamingnext](/creator/undefined) [@anrosenblum](/creator/undefined) [@longriverhk](/creator/undefined) [@wearelivespins](/creator/undefined) [@inpractise](/creator/undefined) [@evoglobal](/creator/undefined)

**Top assets mentioned**
[Evotec SE (EVO)](/topic/$evo) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Philip Morris International Inc. (PM)](/topic/$pm) [Bitforex Token (BF)](/topic/$bf) [McDonald's Corp (MCD)](/topic/$mcd) [Starbucks Corporation (SBUX)](/topic/$sbux) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Light & Wonder, Inc. Common Stock (LNW)](/topic/$lnw) [Mastercard, Inc. (MA)](/topic/$ma)
### Top Social Posts
Top posts by engagements in the last [--] hours

"MFW I find $DPZ $OTIS $BF $V at [--] times their 2-years-out earnings"  
[X Link](https://x.com/gnufs/status/1874800342644535436)  2025-01-02T12:50Z [----] followers, [----] engagements


"$OTIS is growing service profits by 12% in the middle of a global construction slump"  
[X Link](https://x.com/gnufs/status/1983517298477367523)  2025-10-29T12:52Z [----] 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](https://x.com/gnufs/status/1993324444463358358)  2025-11-25T14:22Z [----] followers, 11.3K 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](https://x.com/gnufs/status/1996582841560265049)  2025-12-04T14:10Z [----] followers, [----] engagements


"I will be at ICE Barcelona next week looking forward to checking out $EVO's line-up and catching up with insiders shareholders competitors Say hi if you'll be there 👋"  
[X Link](https://x.com/gnufs/status/2011378572372623842)  2026-01-14T10:03Z [----] followers, [----] 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](https://x.com/gnufs/status/2012854712169546127)  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](https://x.com/gnufs/status/2013942912141164904)  2026-01-21T11:53Z [----] followers, 15.2K engagements


"$OTIS is growing its service business with a positive outlook despite the global construction slump"  
[X Link](https://x.com/gnufs/status/2016498588105228765)  2026-01-28T13:08Z [----] followers, [----] engagements


"Starbucks turnaround in action guides 3+% for [----] $SBUX"  
[X Link](https://x.com/gnufs/status/2016501790921908528)  2026-01-28T13:21Z [----] 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](https://x.com/gnufs/status/2018257517671858663)  2026-02-02T09:37Z [----] followers, 25.2K engagements


"Two little Swedish inventions that can change the world $EVO"  
[X Link](https://x.com/gnufs/status/2018343586899661214)  2026-02-02T15:19Z [----] followers, [----] engagements


"EXPANSION Any change in expansion pullback: - Capex and headcount in Q4 - Year-end table count - [----] capex guidance"  
[X Link](https://x.com/gnufs/status/2019154603011440860)  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](https://x.com/gnufs/status/2019154606916530384)  2026-02-04T21:02Z [----] followers, [----] engagements


"@SeekingAurum If policy stays consistent the dividend should be cut due to EPS decline But there is obviously ample cash to keep or even grow it by taking it out of the buyback budget"  
[X Link](https://x.com/gnufs/status/2019319051429011494)  2026-02-05T07:55Z [----] 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](https://x.com/gnufs/status/2019352667886350825)  2026-02-05T10:09Z [----] followers, [---] engagements


"@MillonariosAnon Meanwhile politicians who win votes by campaigning to "protect our youth" and regulators who are tasked with keeping a lid on the sector"  
[X Link](https://x.com/gnufs/status/2019422658195255614)  2026-02-05T14:47Z [----] followers, [----] engagements


"@FreeCashPlow I'd argue that USD is the exactly right currency to measure demand. It is what both consumers (either via local fx inflation or directly) and investors base their lives on"  
[X Link](https://x.com/gnufs/status/2019437962715623434)  2026-02-05T15:48Z [----] 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](https://x.com/gnufs/status/2019493129993220126)  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](https://x.com/gnufs/status/2019754378727494035)  2026-02-06T12:45Z [----] followers, [----] engagements


"@LNathell Thank you for your heartwarming praise Ludvig"  
[X Link](https://x.com/gnufs/status/2021550872195666238)  2026-02-11T11:44Z [----] 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](https://x.com/gnufs/status/2021545583983686084)  2026-02-11T11:23Z [----] followers, [----] 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](https://x.com/gnufs/status/2021562799567102246)  2026-02-11T12:31Z [----] followers, 11K engagements


"$MCD at record high retail sales"  
[X Link](https://x.com/gnufs/status/2021705851367493794)  2026-02-11T22:00Z [----] 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](https://x.com/gnufs/status/2021710481891987749)  2026-02-11T22:18Z [----] 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](https://x.com/gnufs/status/2021934518916329738)  2026-02-12T13:08Z [----] 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](https://x.com/gnufs/status/2021937279787577608)  2026-02-12T13:19Z [----] 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](https://x.com/gnufs/status/2019154599936967004)  2026-02-04T21:02Z [----] followers, [----] engagements


"Ready for $EVO Q4"  
[X Link](https://x.com/gnufs/status/2019295187026210943)  2026-02-05T06:21Z [----] followers, 32.5K 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](https://x.com/gnufs/status/2019313306192998897)  2026-02-05T07:33Z [----] 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](https://x.com/gnufs/status/2019314005190586820)  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](https://x.com/gnufs/status/2019314945880650112)  2026-02-05T07:39Z [----] 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](https://x.com/gnufs/status/2019318145610334240)  2026-02-05T07:52Z [----] 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](https://x.com/gnufs/status/2019343706369978849)  2026-02-05T09:33Z [----] 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](https://x.com/gnufs/status/2019350712292110816)  2026-02-05T10:01Z [----] followers, [----] engagements


""Looking at [----] as a whole from an operational perspective it might have been one of our strongest years ever" $EVO"  
[X Link](https://x.com/gnufs/status/2019477860252033441)  2026-02-05T18:26Z [----] followers, 14.4K engagements


"@wolfofharcourt"  
[X Link](https://x.com/gnufs/status/2019484638662492669)  2026-02-05T18:53Z [----] 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](https://x.com/gnufs/status/2021560328421822539)  2026-02-11T12:21Z [----] followers, [---] 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](https://x.com/anyuser/status/1888970194803937569)  2025-02-10T15:16Z [----] followers, 64.6K engagements


"Ready for $EVO Q3"  
[X Link](https://x.com/anyuser/status/1981229699851268562)  2025-10-23T05:22Z [----] followers, 88K engagements


"A few thoughts on $EVO's 2025"  
[X Link](https://x.com/gnufs/status/2021545386893279440)  2026-02-11T11:22Z [----] followers, 13.9K 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](https://x.com/gnufs/status/2021553623017435357)  2026-02-11T11:55Z [----] 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](https://x.com/gnufs/status/2021702247843840245)  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](https://x.com/gnufs/status/2021921449724792914)  2026-02-12T12:16Z [----] 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](https://x.com/gnufs/status/2021936090358354417)  2026-02-12T13:15Z [----] 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](https://x.com/anyuser/status/1525052039528587264)  2022-05-13T09:55Z [----] followers, [---] engagements


"Great quality-focused write-up of $XPEL by @Anrosenblum in his Q2 letter https://static1.squarespace.com/static/5e4c4dc89e166529a9918439/t/62f449c44ff2ac1a47ebbec8/1660176836873/Bonsai+Partners+Fund+Q2+2022+Investor+Letter+Final+For+Distribution.pdf https://static1.squarespace.com/static/5e4c4dc89e166529a9918439/t/62f449c44ff2ac1a47ebbec8/1660176836873/Bonsai+Partners+Fund+Q2+2022+Investor+Letter+Final+For+Distribution.pdf"  
[X Link](https://x.com/anyuser/status/1557719577823682560)  2022-08-11T13:24Z [----] followers, [---] engagements


"Bear market status: Domino's CEO invites analysts to apply for pizza delivery jobs in earnings call"  
[X Link](https://x.com/anyuser/status/1581292655253737472)  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](https://x.com/anyuser/status/1638921174661976067)  2023-03-23T15:10Z [----] followers, 47.1K engagements


"Takeaways from Playtech B2B's H1 [----] results for $EVO shareholders: - Sales grew 7% (vs 30% by EVO) - EBITDA grew 5% (vs 31% by EVO) - EBITDA margin was 24% (vs 70% by EVO)"  
[X Link](https://x.com/anyuser/status/1699741155183730704)  2023-09-07T11:07Z [----] followers, 52.8K 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](https://x.com/anyuser/status/1699807681731600855)  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](https://x.com/anyuser/status/1713229815568908320)  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](https://x.com/anyuser/status/1725082440518058164)  2023-11-16T09:24Z [----] followers, 34.9K engagements


"$EVO announces [---] million Euro buyback plan The announcement brought two surprises for me"  
[X Link](https://x.com/anyuser/status/1727753456604037365)  2023-11-23T18:18Z [----] followers, 73.5K 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](https://x.com/anyuser/status/1733457754033934455)  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](https://x.com/anyuser/status/1733557590473203979)  2023-12-09T18:41Z [----] followers, 215.9K 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](https://x.com/anyuser/status/1734629980833743032)  2023-12-12T17:43Z [----] followers, 21.2K engagements


"Let's see if the class action complaint against $EVO provides any interesting insights 🤔"  
[X Link](https://x.com/anyuser/status/1750526710767059427)  2024-01-25T14:31Z [----] followers, 43.6K 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](https://x.com/anyuser/status/1750840002076909698)  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](https://x.com/anyuser/status/1752714147903471975)  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](https://x.com/anyuser/status/1752961679145541816)  2024-02-01T07:46Z [----] followers, 28.3K 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](https://x.com/anyuser/status/1754814267541316005)  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](https://x.com/anyuser/status/1759912284581720226)  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](https://x.com/anyuser/status/1760309031757914372)  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](https://x.com/anyuser/status/1763245418916225169)  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](https://x.com/anyuser/status/1772657947362951562)  2024-03-26T16:12Z [----] followers, 82.2K engagements


"2023 $evo annual & remuneration report meet your older brothers 🤓"  
[X Link](https://x.com/anyuser/status/1776575406373507166)  2024-04-06T11:39Z [----] followers, 20.1K engagements


"$EVO's new studio in Bulgaria with a short glimpse of the "Evolution Academy""  
[X Link](https://x.com/anyuser/status/1777680019092893882)  2024-04-09T12:48Z [----] followers, 15.2K engagements


"Second part of my $EVO [----] Annual Review is online Along with a bonus section on the recent gray market risks"  
[X Link](https://x.com/anyuser/status/1782089010111750205)  2024-04-21T16:48Z [----] followers, 28.9K engagements


"$EVO thesis in one AGM slide"  
[X Link](https://x.com/anyuser/status/1783860581046292842)  2024-04-26T14:07Z [----] followers, 26.6K engagements


"I'm in Malta for a few days Will snoop around the igaming conference on Wed&Thu watch Todd and $EVO's local HR head Hit me up if you wanna discuss all things $evo"  
[X Link](https://x.com/anyuser/status/1789304653349290123)  2024-05-11T14:40Z [----] followers, 11.2K engagements


"I randomly met this guy named Todd who seems to know his iGaming and has some good ideas for $EVO. @EVO_global should hire him"  
[X Link](https://x.com/anyuser/status/1790744536991309945)  2024-05-15T14:02Z [----] followers, [----] 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](https://x.com/anyuser/status/1811090372287766620)  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](https://x.com/anyuser/status/1811424299800215606)  2024-07-11T15:36Z [----] followers, 38.8K engagements


"$DPZ today $EVO tomorrow $PM and $OTIS next week Fun never stops 🤓"  
[X Link](https://x.com/anyuser/status/1813908868017041607)  2024-07-18T12:09Z [----] followers, 30.6K engagements


"At the risk of sounding self-centered I'll claim having some impact on the new $EVO allocation policy with my pitch to management at the last AGM 😇"  
[X Link](https://x.com/anyuser/status/1814042375531979177)  2024-07-18T20:59Z [----] followers, 60.5K 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](https://x.com/anyuser/status/1822950594178433045)  2024-08-12T10:57Z [----] followers, 16.8K 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](https://x.com/anyuser/status/1822962675577479593)  2024-08-12T11:45Z [----] followers, 43.2K engagements


"Great description of how it feels to own $EVO by @FarrerWealth"  
[X Link](https://x.com/anyuser/status/1840738469330514415)  2024-09-30T13:00Z [----] followers, 51.4K 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](https://x.com/anyuser/status/1840787143532134756)  2024-09-30T16:13Z [----] followers, 17.5K 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](https://x.com/anyuser/status/1849147825461829886)  2024-10-23T17:56Z [----] followers, 11.2K engagements


"Ready for $EVO"  
[X Link](https://x.com/anyuser/status/1849321934023991660)  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](https://x.com/anyuser/status/1855250644396904726)  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](https://x.com/anyuser/status/1857077861145776566)  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](https://x.com/anyuser/status/1863570044933804491)  2024-12-02T13:04Z [----] followers, 24.3K engagements


"$EVO's new studio in Prague Czechia"  
[X Link](https://x.com/anyuser/status/1867170848634978509)  2024-12-12T11:33Z [----] followers, 58.7K engagements


"2024 can't end soon enough for $EVO 😅 What a year"  
[X Link](https://x.com/anyuser/status/1870165492456960417)  2024-12-20T17:52Z [----] followers, 15.3K 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](https://x.com/anyuser/status/1871971021751992401)  2024-12-25T17:27Z [----] followers, 47K engagements


"Surprised by $EVO CFO Kaplan's unexpected departure"  
[X Link](https://x.com/anyuser/status/1876651668395196459)  2025-01-07T15:26Z [----] followers, 110.6K engagements


"How to spot fellow $EVO shareholders (including me) at ICE Barcelona next week"  
[X Link](https://x.com/anyuser/status/1878796596135292955)  2025-01-13T13:29Z [----] followers, 27.5K engagements


"rolling up at the $EVO booth in Barcelona today"  
[X Link](https://x.com/anyuser/status/1881253564389232911)  2025-01-20T08:12Z [----] followers, 16.4K engagements


"Notes from $EVO's ICE 2025"  
[X Link](https://x.com/anyuser/status/1884167331284423060)  2025-01-28T09:11Z [----] followers, 31.6K engagements


"Let's get [----] over for $EVO"  
[X Link](https://x.com/anyuser/status/1884851360866156584)  2025-01-30T06:29Z [----] followers, 48.4K engagements


"$EVO seems to have left significant leeway in its cash allocation for [----] - acquisitions - additional buybacks - reserve for [----] dividend"  
[X Link](https://x.com/anyuser/status/1884916389086986576)  2025-01-30T10:47Z [----] followers, 15K engagements


"When you over-analyze a company and need to find your back to your original train of thought 😅 $evo"  
[X Link](https://x.com/anyuser/status/1886804251545837878)  2025-02-04T15:49Z [----] followers, 17.3K engagements


"Its time for the annual twofer A few thoughts on $EVO's Q4 [----] as well as FY2024"  
[X Link](https://x.com/anyuser/status/1888193604637589802)  2025-02-08T11:50Z [----] followers, 40.9K engagements


"$EVO's per share payout plan for [----] Dividend: [----] Buyback: [----] 7.3% forward shareholder yield at the current price"  
[X Link](https://x.com/anyuser/status/1888973318960636166)  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](https://x.com/anyuser/status/1888982934893273329)  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](https://x.com/anyuser/status/1891494003800940748)  2025-02-17T14:24Z [----] followers, 10.1K engagements


"Land-based cabinet maker $LNW gives up its ambition to compete against $EVO in Live Casino cites small markets low pricing power and low returns as reasons h/t @JourneyToIthaka"  
[X Link](https://x.com/anyuser/status/1894728886153331069)  2025-02-26T12:39Z [----] followers, 13.7K engagements


""Industry giants will squeeze $EVO out of the market""  
[X Link](https://x.com/anyuser/status/1894761806196871431)  2025-02-26T14:49Z [----] followers, 19.1K engagements


"$EVO's first Asian studio is taking shape in Cebu City Philippines"  
[X Link](https://x.com/anyuser/status/1901971235841417563)  2025-03-18T12:17Z [----] followers, 28.6K engagements


"studying the nice little Galaxy Gaming about to acquired by $EVO FY24: 1/3rd of sales from iGaming vs 2/3rd land-based 2/3rd in Americas 1/3rd EMEA (no Asia) 41% adj. EBITDA margin growing sales by 14% EBITDA by 19% will likely make 1% of $EVO's profits at start"  
[X Link](https://x.com/anyuser/status/1904572245474762789)  2025-03-25T16:33Z [----] followers, 10.8K engagements


"Takeaways from Playtech's B2B results in FY2024 for $EVO shareholders: - Sales grew by 10% (vs 15% by EVO) - Regulated sales grew by 10% (vs 14% by EVO) - EBITDA grew by 22% (vs 11% by EVO) - EBITDA margin was 26.8% (vs 68.4% by EVO)"  
[X Link](https://x.com/anyuser/status/1905640110319607813)  2025-03-28T15:16Z [----] followers, 14.3K engagements


"waiting for the $EVO annual report to be published"  
[X Link](https://x.com/anyuser/status/1911793748503130615)  2025-04-14T14:48Z [----] followers, 21.9K engagements


"A few moves in $EVO's governance expansion and market share. Second part of my [----] annual review is here"  
[X Link](https://x.com/anyuser/status/1917085538428891302)  2025-04-29T05:16Z [----] followers, 13.5K 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](https://x.com/anyuser/status/1917466563743019374)  2025-04-30T06:30Z [----] followers, 24.2K engagements


"I will be visiting $EVO's annual meeting next week. Do you have any suggestions on what $EVO can change business-wise Or does it need to change anything at all"  
[X Link](https://x.com/anyuser/status/1918308178544021759)  2025-05-02T14:14Z [----] followers, 35.9K engagements


"A few thoughts on $EVO's Q1 [----] an update on margins and an open letter to the $EVO management"  
[X Link](https://x.com/anyuser/status/1919641813213720819)  2025-05-06T06:34Z [----] followers, 49.5K 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](https://x.com/anyuser/status/1919678034166116646)  2025-05-06T08:58Z [----] followers, 18.3K engagements


"Hello Stockholm 👋"  
[X Link](https://x.com/anyuser/status/1919719152140378579)  2025-05-06T11:41Z [----] followers, 10.4K 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](https://x.com/anyuser/status/1921914020434481167)  2025-05-12T13:03Z [----] followers, 30.1K engagements


"Working on a presentation as the 5th year anniversary of my first $EVO purchase is coming up"  
[X Link](https://x.com/anyuser/status/1934974819390374317)  2025-06-17T14:02Z [----] followers, 26.8K 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](https://x.com/anyuser/status/1935756506994987298)  2025-06-19T17:48Z [----] followers, 29.1K engagements


"A few thoughts on $HACK Hacksaw's IPO today and some comparisons to $EVO"  
[X Link](https://x.com/anyuser/status/1937870956162359694)  2025-06-25T13:50Z [----] followers, 16.7K 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](https://x.com/anyuser/status/1945509259355005437)  2025-07-16T15:42Z [----] followers, [----] engagements


"Ready for $EVO Q2"  
[X Link](https://x.com/anyuser/status/1945715169876652241)  2025-07-17T05:20Z [----] followers, 31.2K engagements


"A few thoughts on $EVO's Q2 [----] and a [--] year retrospective as a shareholder"  
[X Link](https://x.com/anyuser/status/1949839157271884090)  2025-07-28T14:27Z [----] followers, 26.6K 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](https://x.com/anyuser/status/1952369061654073437)  2025-08-04T14:00Z [----] followers, 13.2K engagements


"$EVO GOING OUT OF BUSINESS CIA LEAK CONFIRMS"  
[X Link](https://x.com/anyuser/status/1955992515334566125)  2025-08-14T13:58Z [----] followers, 33.5K 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](https://x.com/anyuser/status/1960388472205607385)  2025-08-26T17:06Z [----] followers, 10.7K engagements


"$EVO going through every "quality" investor's portfolio over the years"  
[X Link](https://x.com/anyuser/status/1981401823123476830)  2025-10-23T16:46Z [----] followers, 22.6K engagements


"Two Asia experts published content introducing the same company today: Kweichow Moutai "Herms of alcohol" World's most valuable beverage company (bigger than all other spirits companies combined) that astonishingly compounded sales by 24% and profits by 28% since 1998"  
[X Link](https://x.com/gnufs/status/1735691211376132474)  2023-12-15T16:00Z [----] followers, [----] engagements

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