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Evolution's Q2 2025: Quarter in Review
Company of two halves
Jul 28 • 
Ali Gündüz
37
6
What went wrong with Evolution
A 5 year retrospective
Jul 28 • 
Ali Gündüz
34
3

June 2025

Hacksaw AB
Great business with a challenging future
Jun 25 • 
Ali Gündüz
33
4

May 2025

Letter to Evolution
A long-term shareholder's call for the company's revitalization
May 6 • 
Ali Gündüz
58
12
Evolution's Q1 2025: Quarter in Review
A historic low, plus an update on North America's impact on margins
May 6 • 
Ali Gündüz
46
12

April 2025

Evolution's 2024: Year in Review, Part II
What the annual report reveals
Apr 29 • 
Ali Gündüz
54
7
Evolution's 2025 AGM Documents
One shareholder's comments
Apr 10 • 
Ali Gündüz
50
7

February 2025

Evolution's 2024: Year in Review, Part I
Eye of the storm
Feb 8 • 
Ali Gündüz
93
9
Evolution's Q4 2024: Quarter in Review
A tale of two markets
Feb 8 • 
Ali Gündüz
39
2

January 2025

Notes from Evolution's ICE 2025
Conversations with Evolution's management and a few observations
Jan 28 • 
Ali Gündüz
65
8

November 2024

Why I own Domino's Pizza
Can the EPS grow to the sky?
Nov 15, 2024 • 
Ali Gündüz
18
6
Evolution's Q3 2024: Quarter in Review
Barriers to success
Nov 1, 2024 • 
Ali Gündüz
66
11
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