We Study Billionaires - The Investor’s Podcast Network
Business:Investing
On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q1 2024. This quarter, they discuss Evolution AB.
Evolution AB is well-known in the world of quality investors. The stock has compounded by over 60% per year over the past 5 years and seems to have a long runway for growth ahead. Clay and Kyle give an overview of why they own the stock and why they like the company's long-term prospects.
Disclaimer: At the time of recording, Clay and Kyle both own shares in Evolution AB.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro.
06:44 - Resources Kyle found most helpful in initially researching Evolution AB.
06:48 - What Evolution’s business model is and how they make money.
17:15 - How the quantitative metrics look for Evolution.
28:40 - The massive tailwinds at play in their industry.
33:21 - The difference between a regulated and unregulated market.
38:12 - What geographies Evolution has the largest presence in.
42:45 - What the competitive landscape looks like.
46:18 - How Evolution has been able to continue growing and withstand competition despite the high returns they’ve achieved for many years.
49:24 - An overview of Evolution’s management team and recent acquisitions.
64:23 - How Kyle thinks about the valuation.
70:05 - The most important KPIs to track for Evolution.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
TIP624: Studying Financial History w/ Clay Finck
BTC178: Auditing Elections with Bitcoin w/ Carlos Toriello (Bitcoin Podcast)
TIP623: The Art Of Decision Making w/ Annie Duke
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik
BTC177: The Future of Bitcoin Borrowing and Lending w/ Max Kei (Bitcoin Podcast)
TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham
TIP620: The Intelligent Investor by Benjamin Graham
BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast)
TIP619: The Cable Cowboy: John Malone w/ Kyle Grieve
TIP618: Stig's Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck
BTC175: MicroStrategy Deep Dive w/ Jeff Walton (Bitcoin Podcast)
TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson
TIP616: The Godfather of Influence w/ Dr. Robert Cialdini
BTC174: Is Bitcoin Property, Currency, or Both? w/ Parker Lewis & Will Cole (Bitcoin Podcast)
RWH043: Survive & Thrive w/ Guy Spier: Part 2
RWH042: Survive & Thrive w/ Guy Spier: Part 1
TIP615: Current Market Conditions w/ Richard Duncan
BTC173: Bitcoin Energy Survey and the Speculative Attack w/ Pierre Rochard (Bitcoin Podcast)
TIP614: Investing Guardrails: Avoiding Common Mistakes w/ Kyle Grieve and Clay Finck
TIP613: Stock Market Basics & Financial Independence w/ Clay Finck & Kyle Grieve
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Forward Guidance
Macro Voices
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast