Investment Methodology

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Pfizer's Comeback Is Underway
Seeking Alpha· 2025-07-25 14:47
Pfizer’s ( PFE ) recent dip stems from falling COVID revenues and concerns over its pipeline and upcoming patent cliff. However, the fundamentals are shifting. The company is executing a $7.7 billion cost-savings plan, already boosting margins to 81% and drivingHi, 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 B ...
Strategy: The $84 Billion Bitcoin Flywheel
Seeking Alpha· 2025-07-23 17:18
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 ...