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
Speedwell Research Website: https://speedwellresearch.com/)
Speedwell Research Twitter: https://x.com/Speedwell_LLC)
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