Margin of Safety Investing
The Margin of Safety Investing Podcast
Fundasy - Margin of Safety Investing Podcast Ep. 04
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Fundasy - Margin of Safety Investing Podcast Ep. 04
Quality ideas and investment process insights
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Guest Introduction:

I was joined on the show by

from Fundasy Investor. He is an individual investor and has a focus on high quality individual businesses all over the globe. If you haven’t before, I strongly recommend you read some of his work. I have found it very insightful myself.

Check out a recent article he wrote about Evolution Gaming below.

Fundasy Investor
Evolution Gaming: A Moat Analysis
Welcome back recurring subs and welcome aboard new subscribers! Today, I will be covering my largest position: Evolution Gaming ($EVO.ST / $EVVTY). My last post on Evolution, published in December 2020, did not adequately break down the dynamics within the industry properly or distinguish…
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Margin of Safety Investing

The Margin of Safety Investing Podcast

Business and investment discussions for the individual investor.