Evolution Gaming: The Widest Moat You've Never Heard Of

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Evolution Gaming: The Widest Moat You've Never Heard Of | Earnings and Stock Analysis

Рет қаралды 3,263

Күн бұрын

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Unlock unparalleled growth potential with Evolution Gaming stock! Positioned to outshine the market, Evolution Gaming boasts a formidable competitive advantage in the booming online gambling industry. Don't miss out on this opportunity to capitalize on the company's innovative edge and seize your share of the expanding market. Stay ahead of the curve and elevate your portfolio with Evolution Gaming's unstoppable trajectory towards success.
DISCLAIMER: This video does not offer financial advice. Any opinions shared here about investments are for entertainment purposes only. For personalized advice, please consult a financial advisor.
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$EVO.ST
$EVVTY
Growth Stock
Dividend Stock
Dividend Growth Stock

Пікірлер: 45

@RaiiNdroPz08 3 ай бұрын

Great stuff, really provides added value to me1! Cant get enough of the qualitative aspects of the companies mixed with a little bit of the quantitative analysis. Exactly my style of investing. Keep it up!

@QualityInvest5 3 ай бұрын

Glad to hear you like the videos, that truly means a lot to me!! My goal is to do exactly that as you say. I find that finance youtube as it stands is often to far in one direction over the other. The goal with my videos is to bring the two sides of investing analysis together. A mix of what I think of the company qualitatively (eg. what their moat and competitive advantages are... is it sustainable), as well as the quantitative aspects of things such as margins, revenue and FCF growth, return metrics, valuation etc etc Would you like me to cover a certain topic or stock in particular? Im all ears to any suggestions you may have🙂

@matthewallman3500 9 күн бұрын

Just bought in today @$3.20 a share! Lots go!!!! 🎉🎉🎉

@QualityInvest5 9 күн бұрын

@@matthewallman3500 3.2?

@fonebook 5 күн бұрын

0:48 I first thought you meant that you own 4.5% of Evolution 🤯

@QualityInvest5 5 күн бұрын

@@fonebook i just might 😂

@PENGCHEENSEE 10 күн бұрын

I love your honesty!

@QualityInvest5 10 күн бұрын

how so?

@Zlaterrr 2 ай бұрын

My fourth biggest holding, looking to add a bit every month the upcoming years.

@QualityInvest5 2 ай бұрын

Solid stuff

@paratirisis 2 ай бұрын

Great analysis, thanks! I think the regulatory risk in the EU is low. The EU regulates a lot on safety (eg consumer health, money laundering), but is rather chill beyond that because of the common market principle which says that if a product is allowed in one member state market, it automatically is allowed in all member states' markets (exceptions apply). All sorts of gambling businesses have existed there for a long time (eg. Malta & Cyprus are a gambling paradise), public alcohol consumption is allowed in many countries at the age of 16 etc.

@QualityInvest5 2 ай бұрын

Yes I’m not particularly worried about EU reg. More so just using it as an example cuz the report we read included France or whatever. Also thank you for the kind words ❤️🙌

@mrmatisse8670 3 ай бұрын

I think you're doing great! Your name perfectly describes the interests of the channel. The videos are pure quality. I was subscribed when you had less than 50, I'm glad your channel is growing! You deserve it! 🙌

@QualityInvest5 3 ай бұрын

I’m glad you like the content. Quality is the name of the game. If you’re not buying quality you might as well index in my opinion Thank you for your kind words Matisse, I sincerely appreciate it. I will continue to provide quality analysis for you 🙂

@jeffenriquez1447 3 ай бұрын

If I understand this correctly, not all the online games involve gambling real money. Some online games can be played for free with no real money involved, but they have pop up adds.

@QualityInvest5 3 ай бұрын

Not sure. There’s a wise variety of games and websites so maybe some work that way. Primary revenue driver of EVO is of course the live game. Whether the money is from the user or credits generated from ads. EVO takes a % of winnings. Almost toll booth like

@wangge9760 Ай бұрын

It is even cheaper now

@QualityInvest5 Ай бұрын

I actually sold at 108 recently due to brokerage issues. Got lucky i guess

@TheKavajen52 Ай бұрын

Nice video my man. Now is a great time to buy.

@QualityInvest5 Ай бұрын

@@TheKavajen52 yeah its pre cheap

@jeffenriquez1447 3 ай бұрын

They have a lower enterprise value, so I would compare the FCF to enterprise value. Thus, the yield is even higher than 5%.

@QualityInvest5 3 ай бұрын

Yes you are right. I should’ve taken that into consideration. Do you currently have a stake or are looking to buy in?

@leihoa Ай бұрын

Thanks for the video. Trying to read more about this business, but the unit economics are just killing me, I have no idea where to start to better understand what/how they operate.

@QualityInvest5 Ай бұрын

@@leihoa fundsay did a remarkable article on this stock explaining exactly that. He’s a great follow on twitter as well, here’s the article: open.substack.com/pub/fundasyinvestor/p/evolution-gaming-a-moat-analysis?

@leihoa 20 күн бұрын

@@QualityInvest5 Yeah, I do not understand half of what he says. Super complex stuff or I do not know. Tried to read his article earlier, he made it worse for me than I expected :)

@QualityInvest5 20 күн бұрын

@@leihoa i did a video on it before as well. Apologies for the poor production quality. About 5 mins in the video i go over the unit economies kzfaq.info/get/bejne/bbKEh72p2M-snHU.htmlsi=j0IAt_GtaWTbO5E7

@larsvanderpoel6669 3 ай бұрын

Where did ulta beauty go in your total overview?

@QualityInvest5 3 ай бұрын

Its just in the other sheet. I wanted to cut down on the names that are on screen so it’s less crowded. I can add it back for you, for next episode

@timoverdijk3176 3 ай бұрын

@@QualityInvest5 maybe it would be nice to show the master sheet with all the names in your investable universe once. Im quite curious what you look at. For example had not heard of fair isaac corp before.

@QualityInvest5 3 ай бұрын

@@timoverdijk3176 shoot me a DM on Twitter i can share it with you there. But sure i will include it in the next video just for you 🫡😁

@TheIntrospects 3 ай бұрын

I swear to god I'm listening to an alternate Charlie (Cr1TiKaL) where he took the path of finance instead of commentating XD

@QualityInvest5 3 ай бұрын

LOOOOL. Never have I heard that comparison in my life, but I guess so 😂

@matthewallman3500 9 күн бұрын

Penguin's penny stocks! 😂😂😂

@leswhynin913 2 ай бұрын

I don't understand why Evolution is so cheap right now

@QualityInvest5 2 ай бұрын

Me neither I gotta revisit this company and why its selling down

@leswhynin913 2 ай бұрын

@@QualityInvest5maybe it's the lawsuits

@Finanzen367 2 ай бұрын

@@QualityInvest5it’s fair value . Amazing growth but always big risk that government don’t like loosing monopoly in lottery . See the margins , of course governments don’t let slide making money for nothing . Regulations always a big risk so now with pe of 18 it’s fair for the risk . Some years ago with pe around 50 was just ignoring the fact how dangerous regulations are . Now it’s ok . Good dividend yield and low pe with high growth , so now I just bought

@patrik1016 2 ай бұрын

A p/e ratio of around 20 is too high for a gamble, there is no major competitive advantage. There are many slot machine developers and the differences between them are very small. Show me a single gambling company that could hold a dominant position for long. Nothing changes the fact that Evolution gaming is a quality company, I believe in big and long growth. their main value will be in slot machines. Live play is usually not very profitable because games like blackjack or roulette have a small commission, but you have high staff costs. This is why they don't have much competition in this area.

@QualityInvest5 2 ай бұрын

Respectfully. Did you watch the video?

@JeremiahPfeffer 3 ай бұрын

Promo'SM 😈

@paolo3349 27 күн бұрын

Anybody else bothered by profiting from addicted gamblers? No good comes from making money this way.

@QualityInvest5 27 күн бұрын

@@paolo3349 IMO as long as the end user has a choice in using / not using the product I carry no guilt in owning their stock. People can say the same thing about McDonalds and coke making people obese. Or facebook and instagram making people insecure etc etc. at that rate you can criticize every company’s business mal-practices. IMO as long as the end user has the choice and freedom to click STOP, at any point and leave. I carry no guilt in profiting off of their bad decision making. Same way id carry no guilt if McDonalds makes xyz percent of people obese and lowers their quality of life. Just my opinion