Since 2014, Evolution $EVVTY has been able to more than double revenue per live table from €404k to €914k.

I will analyse how Evolution has been able to leverage this scalability and a whole lot more in the deep dive that is being released tomorrow morning.

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Bit of a different post this week - some reflections after three years writing on Substack

Recently had a conversation with Leandro covering topics including the perceptions of stock investing in Europe, his personal investment philosophy, and an unusual industry to consider adding to your watch list

After three months researching the company, excited to share my take on $ADYEY

"DOCU reported billings of $711.2 million, a 10% YoY increase. This beat market expectations and management guidance, marking the 3rd consecutive quarter of 10% billings growth."

Hope you enjoy the article

$MSFT $MELI $ABBV $AMZN $ABNB $JNJ $META $BEPC $TXN $DDOG $HD $EVVTY $IIPR $CVX $PEP $ADYEY $SHOP $NIO $SE $SQ $PYPL $NET $DOCU $FVRR

"Despite impressive July delivery figures, it seems that deliveries have been pulled forward from other months."

Hope you enjoy the article

"Mexico has the largest unbanked population in the region, surpassing Brazil by over 15 million people. The untapped opportunity is hard to overstate."

Comparison metric for high growth SaaS companies that are not profitable

Rule: a company’s revenue growth rate plus FCF margin should be = or > than 40