Clay and Kyle give an overview of their Best Quality Idea for Q1 2024. This quarter, they discuss Evolution AB.

Evolution AB is wellknown 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 longterm prospects. 

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

IN THIS EPISODE YOU’LL LEARN:
0:00:00 Intro
0:03:45 Resources Kyle found most helpful in initially researching Evolution AB.
0:05:15 What Evolution’s business model is and how they make money.
0:17:00 How the quantitative metrics look for Evolution.
0:25:26 The massive tailwinds at play in their industry.
0:31:25 The difference between a regulated and unregulated market.
0:39:08 What geographies Evolution has the largest presence in.
0:41:14 What the competitive landscape looks like.
0:51:50 An overview of Evolution’s management team and recent acquisitions.
1:06:19 How Kyle thinks about the valuation.
1:09:25 How Evolution has been able to continue growing and withstand competition despite the high returns they’ve achieved for many years.
1:12:17 The most important KPIs to track for Evolution.

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