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YI
yiannisz
Community Contributor
Followers
516
Total number of followers
Comments
1
Total number of comments
Member Since
2018
Date joined
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VEON
YI
yiannisz
Community Contributor
VEON Unlocks Value with Kyivstar Spin-Off
The upcoming Kyivstar listing is far more than a financial transaction. By carving out Ukraine’s leading mobile and digital player and floating it on Nasdaq through a reputable partner like Cohen Circle Acquisition Corp.
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US$70.00
FV
25.7% undervalued
intrinsic discount
14.76%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
Diginex
YI
yiannisz
Community Contributor
Diginex Accelerates Value Creation Through AI-Powered ESG Strategy
In a landscape where ESG is often treated as a compliance formality, Diginex (DGNX) is redefining the market, transforming sustainability data into a core growth engine powered by AI, with recent acquisitions marking a bold evolution into a full‑stack data activation leader. Its recent $2 billion purchase of Resulticks , a real-time customer engagement and AI analytics firm, is proof of an extreme shift: from an ESG software provider to an all-stack data activation leader.
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US$50.00
FV
12.1% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
28 days ago
author updated this narrative
GameStop
YI
yiannisz
Community Contributor
GameStop's Evolution: Navigating Financial Strategies Amidst Market Dynamics
From Brick-and-Mortar to Digital Ventures A favorite among gamers at one point in its history, GameStop has had a very challenging recent past. The transition towards digital distribution of games and competition from online retailers like Amazon has eaten away at its brick and mortar model.
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US$11.91
FV
103.7% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
8
users have followed this narrative
4 months ago
author updated this narrative
QUALCOMM
YI
yiannisz
Community Contributor
Why Qualcomm’s Growth Is Just Starting
Strong Start to FY2025: Record Revenues and EPS Growth Qualcomm (QCOM) started off on a strong note in Fiscal Year 2025 by posting historic revenues of $11.7 billion, up 18% year-on-year (YoY). The company's top-line performance was driven by strong performances by its key business units, led by revenues of $10.1 billion by QCT (Qualcomm CDMA Technologies).
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US$300.00
FV
47.3% undervalued
intrinsic discount
20.08%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
11
users have commented on this narrative
89
users have followed this narrative
5 months ago
author updated this narrative
ASML Holding
YI
yiannisz
Community Contributor
Why ASML Dominates the Chip Market
ASML Holding NV (ASML) isn’t a company; it’s the linchpin in the supply chain that global semiconductors need. Due to the uniqueness of supplying extreme ultraviolet, or EUV, lithography systems, the company enjoys a monopolistic position in its market.
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€864.91
FV
30.4% undervalued
intrinsic discount
9.65%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
5
users have commented on this narrative
54
users have followed this narrative
6 months ago
author updated this narrative
Palantir Technologies
YI
yiannisz
Community Contributor
AIP Powering Palantir's Unstoppable Growth
Palantir Technologies (PLTR) continues to hold its lead in megamarkets of data analytics and AI with strong financial performance and value creation through strategic developments. In Q3 2024, Palantir reported a record net income of $144 million , the highest quarterly profit since its founding.
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US$66.00
FV
125.9% overvalued
intrinsic discount
11.95%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
3
users have commented on this narrative
66
users have followed this narrative
8 months ago
author updated this narrative
SoFi Technologies
YI
yiannisz
Community Contributor
SoFi’s Growth Engine Powers Ahead
SoFi Technologies (SOFI) continues to ride the waves in the financial world, propelled by robust membership growth, product adoption, and diversification across its ecosystem. In Q3 2024, the company declared a massive stock price increase over the past month, propelled by investors’ strong confidence in the company’s performance and general potential for further growth.
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US$14.00
FV
49.9% overvalued
intrinsic discount
15.27%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
101
users have followed this narrative
8 months ago
author updated this narrative
PayPal Holdings
YI
yiannisz
Community Contributor
Why PayPal’s Growth Story Isn’t Over
As PayPal (PYPL) solidifies its position in the digital payments landscape, it presents a promising opportunity driven by transaction growth, profitability, and an attractive valuation. This analysis delves into how each of these areas contributes to PayPal’s robust potential as an investment.
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US$90.00
FV
15.6% undervalued
intrinsic discount
0.31%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
8 months ago
author updated this narrative
Advanced Micro Devices
YI
yiannisz
Community Contributor
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.
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US$200.00
FV
22.6% undervalued
intrinsic discount
15.01%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
8 months ago
author updated this narrative