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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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4 views
Evolution offers high-quality growth exposure to online gambling with strong profit margins and a robust balance sheet, yet trades at value-like multiples. The market is overly concerned about regulatory risks in unregulated markets, but even worst-case scenarios seem priced in, supporting a strong buy thesis. Management is aggressively repurchasing shares and returning capital to shareholders, while insiders are signaling confidence through significant insider buying.
