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In this video, the presenter reacts to Avicii's recently released earnings report. He emphasizes his strong investment in the company, stating it is one of his favorites in the market. Having been invested for a year and a half, he developed a detailed thesis on Avicii, viewing it as undervalued compared to peers. Key milestones mentioned include the company’s inclusion in the S&P 500 and achieving an investment-grade rating, both significant advancements. As a result, Avicii's stock price has appreciated and is now more aligned with that of its competitors.