Curator's Cut: Sentiment Shifts in India, Racking Up in Singapore & Gaming Across Borders
​This Curator's Cut highlights changing sentiment in Indian equities, Singapore data centres, and global gaming industry. Share your theme...
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Evolution Four Years Later: The Earnings Thesis Worked. The Multiple Did Not.
Four years after our 2022 Evolution thesis, earnings broadly delivered as expected, but regulation, player geography and valuation exposed what the...
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Evolution (EVO SS): Synthetic Expert Call Transcript (14 Aug 2026)
Kenneth Dart's mandatory public cash offer of SEK 695 per share, triggered by Candle Lake crossing the 30.02% threshold, is structurally designed...
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Candle Lake / Evolution: The Long Game After 30%
SEK695 is unlikely to attract many tenders. With Candle Lake now above 30%, Evolution’s buybacks and Dart’s next move are more relevant than the...
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Evolution: Comment on Dart passing the 30% ownership threshold
Redeye comments on Kenneth Dart's increased ownership in Evolution, having formally exceeded 30% of the voting rights and potentially triggering a...
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