🧠Earnings Breakdown: Evolution, Alphabet, and Kinsale Capital (+ Novo Nordisk Drop)
Great earnings reports + Catastrophic profit warning from Novo
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…