The Synopsis

Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them.


Listen Later

In this wildly insighful conversation with Evolution's Chief Product Officer Todd Haushalter, we have a wide ranging conversation on everything from Evolution's moats and why its so hard to make great product to game innovation and how Evolution plans to stay ahead of the competition. 

Todd Haushalter joined Evolution in 2015 and is responsible for having created billions of dollars of value for the company, in addition to having created many new live casino gaming formats that are among players favorites.

Many in the industry joke that he and his team at Evolution are the R&D department for the entire industry. When Evolution rolled out Lightening Roulette, competitors followed with Quantum Roulette and Mega Roulette. Rather than getting caught up in competing with copycats, Todd pushes his team to always focus on the player, delivering the best gaming experience for them.

All sorts of subtleties from camera angle switches to the timing of ball drops reflect Todd’s relentless pursuit of an unparalleled player experience. Whereas competitors compete on price, his games win because players actively seek them out.

Whether you are familiar with live casino or not, everyone can learn from Todd Haushalter’s business and operational acumen, which is flowering with insights that only a truly passionate and driven operator could articulate.

To read Speedwell's in-depth 74-page research report on Evolution, become a member or purchase a single report here. With a membership you will also get access to Evolution's business updates and all of our other reports. 

You can listen to our 2h+ company podcast on Evolution here: (Apple, Spotify).  

*~*~*~*~* 

Get access to all of Speedwell Research's in-depth Research Reports here.

If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to [email protected] 

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Intro

(1:20) — Journey to Evolution? Taking Sermons from Evolution

(6:25) — Game Innovation and Dream Catchers

(13:57) — Why Todd gets called Steve Jobs; Dark side of Product Development; Culture

(21:01) — The Nitty Details of Gaming Math

(31:03) — The Art of Making a Game

(42:33) — Setting up a Competitor with 10 billion Euros

(50:59) — How OSS Changes Competition

(1:00:34) — Slots and Growth Inflection

(1:05:11) — Recommendations and AI; Social

(1:22:25) — Why do People like Live Casino?

(1:31:14) — Why would Todd Leave Evolution?

(1:38:23) — Aggregators?

(1:52:55) — Fear?

(1:57:40) — Is the Stock a Buy?

-*-*-*-*-*-*-*-*-*-*-

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!  

Sign up for Speedwell's free newsletter and weekly memos here

*~*~*~*~* 

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at [email protected] for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

...more
View all episodesView all episodes
Download on the App Store

The SynopsisBy Speedwell Research, LLC

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

22 ratings


More shows like The Synopsis

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,364 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,315 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

800 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

188 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

306 Listeners

Excess Returns by Excess Returns

Excess Returns

66 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

89 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

410 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

The Business Brew by Bill Brewster

The Business Brew

246 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

346 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

45 Listeners

50X by Colossus

50X

79 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

97 Listeners