Deep Dive: Why Evolution Gaming is Trading at 12x P/E Despite an Unbreakable Moat?
Автор: Fundamental Deep Dive
Загружено: 2025-11-10
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If you found this video helpful, we’ve put together a full playlist of other stock deep dives you might enjoy. We take a closer look at each company’s business model, financials, risks, and potential for growth.
Watch the full Sweden Stock Playlist here: • Deep Dive: Why Evolution Gaming is Trading...
00:00 – Introduction: The Paradox of Evolution Gaming (EVO)
01:12 – Market Anxiety & The Contrarian Thesis
02:25 – Evolution's Origin: The Birth of Live Casino
04:12 – The B2B Model: Picks & Shovels Provider
05:27 – Revenue Pillars: Live Casino (Game Shows) & RNG
07:05 – The Engine: Usage-Based Revenue & Unbelievable Margins
08:42 – The Fortress: Five Interlocking Competitive Moats
14:50 – The Deceleration: Four Temporary Headwinds
21:20 – The Upside: Four Massive Long-Term Growth Drivers
26:10 – Financial Outlier: Profitability & Aggressive Buybacks
29:21 – Valuation Anomaly & The Premortem (4 Key Risks)
35:18 – Conclusion: The Verdict and Investment Case
#EvolutionAB #EvolutionGaming #EVO #EVVTY #iGaming #LiveCasino #StockAnalysis #UndervaluedStock #Investment #B2B #TechStock #CompoundingMachine #OnlineGambling #SEK3597 #DeepDive
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