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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (77936)	8/19/2025 5:14:03 PM
From: petal	Respond to of 78514

Yes, and there's a new one too, which IPO'd this summer: Hacksaw Gaming. Even better margins! :'D And also cheap. Another 10-bagger? :) I, too, own a decent chunk of Evolution. Plan to hold it forever, or until it is bought out. (Kenneth Dart has bought like crazy, and now owns 20 % (!)). The situation reminds me a bit of Swedish Match before it was bought out (although SWMA was never quit as cheap as EVO is currently. Novo Nordisk is another company whose stock has gone from being extremely popular with a high valuation to very unpopular with a low valuation. Hockey stick growth – for P/E 14. The market seems very bipolar regarding this stock. I don't think that neither I nor the market knows whether Novo or Eli Lilly or some other co. will win the obesity market. Probably there won't be one single winner. Lilly seems expensive. Novo seems cheap. They are also first mover, remain market leader, and fight hard to remain so. If one disregards the fear/fog that currently surrounds both companies, Novo Nordisk and Evolution Gaming both seem to have excellent prospects if one looks ahead a decade or two into the future. Gambling and obesity & diabetes prevention, those businesses won't go away any time soon – they will remain profitable for a long, long time. But I think I like Novo Nordisk the best; a super profitable co. with a 100 year history, where you get an unlimited growth option––the obesity treatment––for free (as I see it). Novo Nordisk has the Lindy effect on their side ( en.wikipedia.org ). They have made medicine for diabetes for 100 years. The obesity medicine is a natural outgrowth from that. Evolution Gaming, on the other hand, was founded as recently as 2006 – they might be a "live fast, die young" phenomenon; they are still relatively unproven, still just a youth. And they may be losing market share – their competitor Pragmatic is taking market share almost as agressively as Kenneth Dart is buying up Evolution's shares! See the graph at the end of this well-written and well-researched article: quartr.com

To: Paul Senior who wrote (77936)	8/20/2025 12:20:22 PM
From: Madharry	Read Replies (2) \| Respond to of 78514

I repurchased some of my MU position. stock seems very cheap . Projected eps over $11. Upward revised guidance. regarding novo- announcement of hiring freeze usually not good news. questoin is how much are they making off their fat loss injections and will that all go away once people can starting to get the same result from taking pills. also what will be the impact of tariffs? so too many unknowns for me to jump in at the moment. Betting /games has to be researched but so far I have done terrible with my few investments in that space. one out four, my lone success being LVS. Purchase Melco international close to when it went public, gambling in macao grew to 7 times gambling revenue in Las Vegas and the stock is down 50% over something like 10 years. I keep hoping for a recovery. I think I briefly owned PENN gaming I did a lot of research into it and they seemed really expert at throwing money away. You would think its impossible to lose money booking bets but there you have it. We had a couple of places near me where they took sports bets on machines and after about 6 months they took the machines out I have no idea why. you would think the profits would be enormous, I will look at GIS