11/23/2023 0 Comments Live casino game label png![]() In this note I’ll provide some color about the business and why we own it.ġ. EVO, founded in 2006 (IPO in 2015) and based in Stockholm, Sweden, is a recent addition to the portfolio. Thanks to my friend Johannes Arnold, who is a long-term owner of the stock for Nordstern Capital in New York, for helping me with due diligence. My interest in Evolution (OM:EVO) was piqued. In the middle of 2021, as the pandemic was raging, the company announced that it would be acquired by its Swedish competitor, Evolution. ![]() One of the companies that I had been tracking for a while was NetEnt AB, a Swedish online gaming company with a big share of online slots in the US. ![]() My preference for high-quality businesses that can grow their intrinsic value at high rates over a long-time horizon has led me to Sweden recently.
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