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Why I own Domino's Pizza
Can the EPS grow to the sky?
Nov 15
•
Ali Gündüz
15
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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
•
Ali Gündüz
58
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Evolution's Q3 2024: Quarter in Review
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6
July 2024
Evolution's Q2 2024: Quarter in Review
Mystery of the missing margin
Jul 22
•
Ali Gündüz
72
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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
•
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
•
Ali Gündüz
25
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Conversation with Evolution's Todd Haushalter
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8
April 2024
Notes from Evolution's 2024 AGM
From Sweden with love
Apr 29
•
Ali Gündüz
35
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3
Evolution's Q1 2024: Quarter in Review
Sales in, profits out
Apr 24
•
Ali Gündüz
38
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9
Evolution's 2023: Year in Review, Part II
Tidbits from the annual report plus some comments on gray market risks
Apr 21
•
Ali Gündüz
24
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Evolution's 2023: Year in Review, Part II
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6
February 2024
Evolution's 2023: Year in Review, Part I
Steady as she goes
Feb 5
•
Ali Gündüz
19
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Evolution's 2023: Year in Review, Part I
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4
Evolution's Q4 2023: Quarter in Review
It's alive!
Feb 5
•
Ali Gündüz
12
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Evolution's Q4 2023: Quarter in Review
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1
October 2023
Evolution's Q3 2023: Quarter in Review
A penny not allocated is an opportunity lost
Oct 27, 2023
•
Ali Gündüz
25
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Evolution's Q3 2023: Quarter in Review
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11
September 2023
15 Years of Brown-Forman
A "medium-term" look into a deeply long-term company
Sep 3, 2023
•
Ali Gündüz
5
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15 Years of Brown-Forman
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