Since my earlier bullish call , SoFi Technologies (NASDAQ: SOFI ) has surged another 55% in just two months. SOFI is rapidly transforming into a capital-light, fee-driven fintech platform with accelerating scale. In Q2 FY25, fee-based revenue surged 72% YoYHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc an ...

Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside risk). By leveraging market inefficienci ...

Core Insights - SentinelOne's recent stock pullback and acquisition rumors involving Palo Alto Networks present a unique investment opportunity [1] Company Analysis - Shares of SentinelOne have decreased approximately since the last coverage, indicating potential volatility [1] - The company is recognized for its strong technology moat and first-mover advantage, which could drive future growth [1] - Insider ownership and smart capital allocation are highlighted as key factors in the company's management strategy [1] Market Positioning - SentinelOne benefits from network effects that can lead to exponential growth in high-growth industries [1] - The company is positioned in a competitive landscape with sustainable revenue growth and efficient cash flow [1] Financial Health - A strong balance sheet and long-term survival runway are essential for the company's financial health [1] - The focus on avoiding excessive dilution and financial weakness is critical for maintaining investor confidence [1] Valuation Metrics - Revenue multiples compared to peers and DCF modeling are used to assess the company's valuation [1] - Institutional backing and market sentiment analysis play a significant role in understanding the investment landscape [1] Portfolio Strategy - The investment strategy includes core positions (50-70%) in stable plays, growth bets (20-40%) in high-risk opportunities, and speculative investments (5-10%) in potential disruptors [1]

Core Viewpoint - Oscar Health (OSCR) is experiencing a short-term reset that the market has misinterpreted as a long-term structural failure [1] Financial Performance - The company's Q2 earnings showed significant results at a surface level, indicating potential for recovery despite market misreadings [1] Leadership & Management Analysis - Oscar Health has a proven track record in scaling businesses, demonstrating smart capital allocation and insider ownership [1] - The company has shown consistent revenue growth and credible guidance, which are critical for investor confidence [1] Market Positioning - Oscar Health benefits from a strong technology moat and first-mover advantage, which positions it well in the competitive landscape [1] - The company is leveraging network effects that drive exponential growth and has achieved market penetration in high-growth industries [1] Financial Health - Oscar Health is characterized by sustainable revenue growth and efficient cash flow, contributing to its financial stability [1] - The company maintains a strong balance sheet and a long-term survival runway, which are essential for navigating market challenges [1] Investment Methodology - The investment strategy focuses on identifying high-conviction opportunities with a balanced portfolio construction, including core positions, growth bets, and speculative investments [1]

As Advanced Micro Devices, Inc. ( AMD ) prepares to report its Q2 FY2025 results on August 5 , investor sentiment is sharply divided between optimism and concern. Since my last coverage , AMD isHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spo ...

Since my last thesis , Nebius ( NBIS ) has transitioned from infrastructure deployment mode to monetization inflection. Where validation scaling of scale, capacity, and contract velocity was the focus of the previous one, the next is on the Annual Recurring Revenue (ARR) beingHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA ...

Investment Strategy - The company focuses on spotting high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 2-3 times outweighing the downside risk [1] - The investment methodology includes identifying high-conviction opportunities through leadership and management analysis, market disruption and competitive positioning, financial health and risk management, valuation, and portfolio construction [1] Leadership & Management Analysis - Proven track record in scaling businesses is essential, along with smart capital allocation and insider ownership [1] - Consistent revenue growth and credible guidance are critical factors for evaluation [1] Market Disruption & Competitive Positioning - A strong technology moat and first-mover advantage are key competitive advantages [1] - Network effects that drive exponential growth and market penetration in high-growth industries are prioritized [1] Financial Health & Risk Management - Sustainable revenue growth with efficient cash flow is a focus area [1] - Maintaining a strong balance sheet and long-term survival runway is crucial, along with avoiding excessive dilution and financial weakness [1] Valuation & Asymmetric Risk/Reward - Revenue multiples compared to peers and DCF modeling are used for valuation [1] - Institutional backing and market sentiment analysis are considered to ensure downside protection with significant upside potential [1] Portfolio Construction & Risk Control - Core positions (50-70%) are allocated to high-confidence, stable plays [1] - Growth bets (20-40%) are high-risk, high-reward opportunities, while speculative investments (5-10%) are aimed at moonshot disruptors with massive potential [1]

Since my last coverage , Block, Inc. (NYSE: XYZ ) is down by 10% underperforming the S&P 500’s 5% gain. This points to near-term concerns around macro consumer weakness and delayed monetization. At that time, the thesis was basedHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. busi ...

Core Viewpoint - Joby Aviation (NYSE: JOBY) may seem like a typical SPAC-era eVTOL company facing challenges, but it is undergoing significant structural changes that could lead to future growth [1] Company Analysis - Joby Aviation is positioned in the eVTOL market, which is characterized by high burn rates and low revenues, yet it is part of a larger structural play that could enhance its market position [1] Market Positioning - The company is leveraging its first-mover advantage and strong technology moat to establish a competitive edge in the rapidly growing eVTOL industry [2] Financial Health - Joby Aviation is focused on sustainable revenue growth and efficient cash flow management, which are critical for long-term survival and success in the market [2] Investment Methodology - The investment strategy emphasizes identifying high-conviction opportunities with a strong margin of safety, aiming for significant upside potential while managing risks effectively [2]

Group 1: Core Insights - Centene's recent developments have negatively impacted the ACA sector, causing Oscar Health's stock to drop by approximately 15-20% due to concerns over higher-than-expected claims risk [1] - Despite the selloff, Oscar Health reported record Q1 results with a 42% revenue growth and an expanding membership base, indicating strong operational performance [1] Group 2: Investment Methodology - The investment strategy focuses on identifying high-conviction opportunities through leadership and management analysis, market disruption, financial health, and valuation metrics [1] - Key factors include proven track records in scaling businesses, smart capital allocation, sustainable revenue growth, and strong balance sheets [1] - The portfolio construction emphasizes core positions, growth bets, and speculative investments to balance risk and reward [1]