👋 Meet Ali Gündüz
Learn who Ali is and what makes him an expert worth listening to.
💡 Investment Insights
Get a glimpse into Ali’s portfolio and unique investment style.
🚀 Why Ali Believes in EVO
EVO’s winning business model.
How it resists inflation.
⚠️ Key Risks to Watch
Active challenges: regulations, supply issues in Georgia, and US profitability.
Less severe risks: competition, market opacity, and management dynamics.
📉 Why Growth Is Slowing
Find out what’s happening in Asia and how cyberattacks are impacting EVO.
🔍 New Opportunities
Discover how EVO allocates capital and potential paths for growth.
📊 Tracking Key Metrics
Learn which metrics matter most when evaluating EVO.
📈 Valuation & TAM
Does Ali break down EVO’s valuation and Total Addressable Market?
🔮 EVO’s 10-Year Vision
Ali shares his big-picture view for EVO’s future.
🎲 Stories from the Field
Anecdotes from EVO and iGaming events that add color to the conversation.
💬 Advice for the Next Generation
Ali’s tailored advice for David and other keen investors.
🕒 Spend an hour listening and gain valuable investment knowledge and stories that could change how you view the market.
Connect with Ali :)
Linkedin - https://www.linkedin.com/in/ali-gunduz/?originalSubdomain=de
Twitter - https://x.com/gnufs
Substack - https://www.dontdistribute.com/
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify -
Time Stamps
00:00:00 Intro
00:02:00 Who is Ali?
00:06:00 Ali's Investment Style
00:19:00 Bull Thesis/Investment Case
00:27:35 Risks: Regulatory, Supply bottleneck (Georgia risk), and US Profitability
00:41:00 Philippines Regulating and Asian Market
00:50:00 Georgia Strike and Workforce Management
00:56:40 Competition: Pragmatic Play, Playtech ...
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