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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 13.5K followers
Created: 2025-07-18 08:02:36 UTC

10/ $EVO Q2 Earnings - Final thoughts
After the Q1 fiasco, I'm quite pleased with the results. It seems like the bleeding has somewhat stopped and  growth is back on the table. 

Especially noteworthy is the growth in Asia, this growth slowdown in Asia was one of the biggest negative contributors in the last year. 

Growth in North-America is also exceptional, and this could be one of the key growth drivers in the future. 

Management is aware of the current situation, and they are taking the right measures to secure future growth and avoidance of regulatory issues. 

Will it be smooth sailing from here? I doubt it.
There are still many issues to tackle, and I would first like to see a long-term stabilization of Asian growth and margins before I regain my highly optimistic stance.

$EVO is my 2nd largest position, and I'm very happy to keep it that way. Even if growth starts slowing down again, you get great shareholder return through a lofty dividend and share buybacks.

What am I doing? Holding for now!

 Let's hope H2 will surprise us even more!

What are your thought on Q2 earnings?

(Just a sidenote, shares are already up XX% after Carlesund bought his shares. If that was not a buy signal, I don't know what is) 😁

![](https://pbs.twimg.com/media/GwIAAPOWYAI8Knc.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946118391250428246/c:line.svg)

**Related Topics**
[$evo](/topic/$evo)
[investment](/topic/investment)

[Post Link](https://x.com/TacticzH/status/1946118391250428246)

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TacticzH Avatar TacticzHazel - Value Investing @TacticzH on x 13.5K followers Created: 2025-07-18 08:02:36 UTC

10/ $EVO Q2 Earnings - Final thoughts After the Q1 fiasco, I'm quite pleased with the results. It seems like the bleeding has somewhat stopped and growth is back on the table.

Especially noteworthy is the growth in Asia, this growth slowdown in Asia was one of the biggest negative contributors in the last year.

Growth in North-America is also exceptional, and this could be one of the key growth drivers in the future.

Management is aware of the current situation, and they are taking the right measures to secure future growth and avoidance of regulatory issues.

Will it be smooth sailing from here? I doubt it. There are still many issues to tackle, and I would first like to see a long-term stabilization of Asian growth and margins before I regain my highly optimistic stance.

$EVO is my 2nd largest position, and I'm very happy to keep it that way. Even if growth starts slowing down again, you get great shareholder return through a lofty dividend and share buybacks.

What am I doing? Holding for now!

Let's hope H2 will surprise us even more!

What are your thought on Q2 earnings?

(Just a sidenote, shares are already up XX% after Carlesund bought his shares. If that was not a buy signal, I don't know what is) 😁

XXXXX engagements

Engagements Line Chart

Related Topics $evo investment

Post Link

post/tweet::1946118391250428246
/post/tweet::1946118391250428246