EVOLUT.GAM.GRP UNSP.ADR/1

Human vices like alcohol, tobacco, and sex persist; companies in these industries remain profitable and offer attractive dividends despite societal disapproval. The tobacco industry is in slow decline but still profitable; British American Tobacco, Altria, and Philip Morris offer high dividends and are transitioning to less harmful products. Alcohol consumption remains high despite narratives of decline; Brown-Forman and Constellation Brands are undervalued with strong fundamentals and dividends.» Mehr auf seekingalpha.com

I highlight five stocks with strong fundamentals and trading near P/E multiple lows: Nvidia, Amazon, Evolution AB, Alphabet, and Kinsale Capital. Nvidia remains crucial in AI and semiconductors, trading at a relatively low P/E multiple despite recent declines. Amazon's diverse segments and robust cash flow make it a high-growth, lower-risk investment, with significant future FCF projections.» Mehr auf seekingalpha.com

Evolution AB dominates the live online casino market with a 60-70% share, leveraging scale economies and high-quality execution to maintain superior margins and profitability. The company boasts a strong balance sheet with $830 million in cash, no long-term debt, and significant operational leverage due to minimal marginal costs. Regulatory concerns are overblown; the market's fear of unregulated revenue is an opportunity, not a risk, given the likely shift to regulated environments.» Mehr auf seekingalpha.com