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محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve

1:18:36
 
اشتراک گذاری
 

Manage episode 398751284 series 1394353
محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

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

NEW TO THE SHOW?

SPONSORS

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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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

878 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 398751284 series 1394353
محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

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

NEW TO THE SHOW?

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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

878 قسمت

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