Driven by the need to uncover what everyone else is overlooking, bet on it, and be right. I tend to look for contrarian, under-appreciated and misunderstood value/GARP stocks with good balance sheets.
https://www.linkedin.com/in/andreaseliades16
A Top Pick In A Struggling Industry
Investors have never been more pessimistic about Zalando's prospects, indicated by a near all-time low P/S ratio. The company is a market leader with approximately 12% of the European market share, benefiting from economies of scale.Read more
Hot Brands, Strong Results, Stale Share Price: Prada
Prada is one of Italy’s leading luxury groups, best known for its Prada and Miu Miu brands. Miu Miu is ranked #1 globally according to Lyst Index (2Q25), and Prada came #4 , highlighting strong consumer demand despite a softer luxury backdrop.Read more
Planet Labs: At The Heart Of The Emerging New Space Boom
Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments. Plunging space launch and GPU computation costs combined with advancements in CubeSat and AI technologies are boosting the utility of Earth Observation data.Read more
What Really Matters For Long-Term Growth
Despite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market. With analysts predicting no real growth until 2028 Unity holds a significant upside if it executes its strategy successfully.Read more