Evolution AB Stock Deep Dive | Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve (TIP604)

Clay and Kyle give an overview of their Best Quality 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. 

Disclosure: At the time of recording, Clay and Kyle both own shares in Evolution AB.

IN THIS EPISODE YOU’LL LEARN:
- Resources Kyle found most helpful in initially researching Evolution AB.
- What Evolution’s business model is and how they make money.
- How the quantitative metrics look for Evolution.
- The massive tailwinds at play in their industry.
- The difference between a regulated and unregulated market.
- What geographies Evolution has the largest presence in.
- What the competitive landscape looks like.
- How Evolution has been able to continue growing and withstand competition despite the high returns they’ve achieved for many years.
- An overview of Evolution’s management team and recent acquisitions.
- How Kyle thinks about the valuation.
- The most important KPIs to track for Evolution.