@Quality_stocksA I recommend anyone interested in $EVO to play their games. Then compare it with competition. Their edge is real. risk is regulations. But this is an industry-wide risk.
$EVO and a little exposure to more risky $hack make very solid online gambling exposure imo
@wolfofharcourt Operating leverage will inevitably decline as the market gets regulated. i see $EVO more as an IP company. Kinda the $UMG of online gambling. Still moaty and attractive! I remain a long term holder and occasionally add to my position.
@PronkDaniel Tricky one. I like $CSU but I see them as outstanding capital allocators yet passive operators. Theyβll def be some negative AI impact and management acknowledged it. Very hard to know when and to what degree which leads to a variety of possible outcomesβ¦