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🧠 Earnings Breakdown: Evolution, Alphabet, and Kinsale Capital (+ Novo Nordisk Drop)

🧠 Earnings Breakdown: Evolution, Alphabet, and Kinsale Capital (+ Novo Nordisk Drop)

Great earnings reports + Catastrophic profit warning from Novo

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Invest In Assets 📈
Jul 31, 2025
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Invest in Quality
Invest in Quality
🧠 Earnings Breakdown: Evolution, Alphabet, and Kinsale Capital (+ Novo Nordisk Drop)
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Hi Partner,

Today, we break down the earnings report of 3 of the holdings in the Quality Growth, namely:

  • Evolution AB

  • Alphabet

  • Kinsale Capital

  • Bonus: Comment on Novo Nordisk -20% drop

🎰 Evolution AB: Timing Headwinds, Building Resilience

Q2 2025 was a mixed bag for Evolution, with regulatory adjustments and cybercrime defenses constraining growth momentum…

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