Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

Europe · 16 entries · 15 publications

EVO.ST

Evolution

Entries
16
Bullish
4
Bearish
0
First
Jan 30, 2025
Latest
Oct 15, 2026

▲ 4 bullish ▼ 0 bearish · 12 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Alpha of every thesis on EVO.ST at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

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Timeline

Newest to oldest
  1. October 2026 2 entries
  2. September 2026 1 entry
  3. July 2026 1 entry
  4. May 2026 1 entry

    Substack · Bullseye Research · Bullseye Investing

    Alphabet ($GOOGL): Expectations, Expenditures, Evolution

    Google is a world-class company now with a stretched valuation and a CapEx issue. After a 136% gain in a year, what is Google's future?

    BullishGOOGLEVO.ST2,440 words

    Since publication EVO.ST +31.0% α +24.8 pp vs OMX Stockholm 30 · SEK

  5. March 2026 1 entry
  6. February 2026 2 entries

    Substack · Speedwell Memos · Speedwell Research

    Evolution: 4Q25 Business Update

    The Slog Continues, 9.5x P/E Multiple

    EVO.ST1,494 words

    Since publication +49.6% α +46.2 pp vs OMX Stockholm 30 · SEK

  7. December 2025 1 entry
  8. November 2025 1 entry
  9. October 2025 2 entries
  10. June 2025 3 entries
  11. January 2025 1 entry

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.