Rhys Adams
Hello Ladies and Gentlemen! ๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š Not quite the start I was hoping for in 2026, but considering the current global situation, the portfolio has remained relatively stable, with the current YTD at 7.78%. As always, I do not know what will happen with the current global conflicts or political issues, so I do not trade on what I do not know. The portfolio will continue to be focussed around the individual companies themselves, businesses with a strong balance sheet, good income statement and a good operating business. Long term stability and growth is and always will be the goal of the portfolio. With that in mind, I would like to introduce our newest member of the portfolio, ๐™€๐™ซ๐™ค๐™ก๐™ช๐™ฉ๐™ž๐™ค๐™ฃ ๐˜ผ๐˜ฝ $EVO.ST (Evolution AB ), an online casino and gaming company. Gaming and gambling is loved globally and offers many avenues of growth. As always, I was a massive fan of the numbers behind the company. ๐™‹/๐™€ ๐™ง๐™–๐™ฉ๐™ž๐™ค - ๐Ÿญ๐Ÿฌ ๐™‰๐™š๐™ฉ ๐Ÿฌ ๐™™๐™š๐™—๐™ฉ! ๐™‹๐™ง๐™ค๐™›๐™ž๐™ฉ ๐™ข๐™–๐™ง๐™œ๐™ž๐™ฃ - ๐Ÿฑ๐Ÿฐ.๐Ÿฎ% ๐Ÿญ๐Ÿฌ ๐™ฎ๐™š๐™–๐™ง ๐™–๐™ซ๐™š๐™ง๐™–๐™œ๐™š ๐™ง๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™œ๐™ง๐™ค๐™ฌ๐™ฉ๐™ - ๐Ÿฏ๐Ÿต% ๐™ฅ๐™š๐™ง ๐™ฎ๐™š๐™–๐™ง Whilst the company has decided not to pay a end of year 2025 dividend, which is the only set back for me, they do have a strong share buyback program, supporting shareholder returns there. Financially the company is in a great place. Whilst I do not expect its growth to continue at this rate, even if the growth stopped, at its current price the company is still a great buy. Whilst this industry is subject to strict global regulation, it is also independent of the current global volatility linked to the middle east and oil, offering the portfolio another avenue of stable growth. Thanks for reading! If you have any questions, please feel free to ask.
Not investment advice. The author may have financial interests in the mentioned instruments.
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EVO.ST
Evolution AB
701.40
5.80 (0.83%)
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