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Letter to Evolution
A long-term shareholder's call for the company's revitalization
May 6
•
Ali Gündüz
48
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Letter to Evolution
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11
Evolution's Q1 2025: Quarter in Review
A historic low, plus an update on North America's impact on margins
May 6
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Ali Gündüz
38
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Evolution's Q1 2025: Quarter in Review
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April 2025
Evolution's 2024: Year in Review, Part II
What the annual report reveals
Apr 29
•
Ali Gündüz
54
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Evolution's 2024: Year in Review, Part II
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Evolution's 2025 AGM Documents
One shareholder's comments
Apr 10
•
Ali Gündüz
50
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Evolution's 2025 AGM Documents
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February 2025
Evolution's 2024: Year in Review, Part I
Eye of the storm
Feb 8
•
Ali Gündüz
93
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Evolution's 2024: Year in Review, Part I
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Evolution's Q4 2024: Quarter in Review
A tale of two markets
Feb 8
•
Ali Gündüz
39
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January 2025
Notes from Evolution's ICE 2025
Conversations with Evolution's management and a few observations
Jan 28
•
Ali Gündüz
65
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Notes from Evolution's ICE 2025
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November 2024
Why I own Domino's Pizza
Can the EPS grow to the sky?
Nov 15, 2024
•
Ali Gündüz
16
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Why I own Domino's Pizza
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6
Evolution's Q3 2024: Quarter in Review
Barriers to success
Nov 1, 2024
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Ali Gündüz
66
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Evolution's Q3 2024: Quarter in Review
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11
July 2024
Evolution's Q2 2024: Quarter in Review
Mystery of the missing margin
Jul 22, 2024
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Ali Gündüz
73
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Evolution's Q2 2024: Quarter in Review
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12
June 2024
Brown-Forman's FY2024
Jack Daniel's hits an air pocket
Jun 7, 2024
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Ali Gündüz
4
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Brown-Forman's FY2024
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May 2024
Conversation with Evolution's Todd Haushalter
And a few observations from Malta 🇲🇹
May 26, 2024
•
Ali Gündüz
30
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Conversation with Evolution's Todd Haushalter
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