My guest is Ali Gündüz, a private investor from Berlin who closely follows Evolution AB, the Swedish B2B gambling services company. In this conversation, we discuss what we perceive as Evolution's key issues, including increasing competition; its dependence on Asian markets to sustain its growth; the slow roll-out of game shows in the US; its difficulties in RNG; and its need for a more consistent capital allocation policy.

You can find Ali on Twitter at @gnufs. He also shares his analysis publicly at www.dontdistribute.com, including quarterly updates on Evolution.

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