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.

A Misunderstood High Quality Stock, With Speedwell Research

Chit Chat Stocks

A Misunderstood High Quality Stock, With Speedwell Research