Archive - Do Not Distribute

January 2025

Notes from Evolution's ICE 2025

Conversations with Evolution's management and a few observations

Jan 28 •

November 2024

Why I own Domino's Pizza

Can the EPS grow to the sky?

Nov 15, 2024 •

Evolution's Q3 2024: Quarter in Review

Barriers to success

Nov 1, 2024 •

July 2024

Evolution's Q2 2024: Quarter in Review

Mystery of the missing margin

Jul 22, 2024 •

June 2024

Brown-Forman's FY2024

Jack Daniel's hits an air pocket

Jun 7, 2024 •

May 2024

Conversation with Evolution's Todd Haushalter

And a few observations from Malta 🇲🇹

May 26, 2024 •

April 2024

Notes from Evolution's 2024 AGM

From Sweden with love

Apr 29, 2024 •

Evolution's Q1 2024: Quarter in Review

Sales in, profits out

Apr 24, 2024 •

Evolution's 2023: Year in Review, Part II

Tidbits from the annual report plus some comments on gray market risks

Apr 21, 2024 •

February 2024

Evolution's 2023: Year in Review, Part I

Steady as she goes

Feb 5, 2024 •

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