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Yiannis Zourmpanos

79 Articles

Yiannis Zourmpanos specializes in asymmetric investments, identifying high-upside opportunities with minimal downside risk. He previously worked for Deloitte and KPMG in external and internal auditing and consulting. Yiannis is a Chartered Certified Accountant, and a Fellow Member of ACCA Global. He holds BSc and MSc degrees from leading U.K. business schools.

Written by Yiannis Zourmpanos

Reviewed by Yiannis Zourmpanos

NOV: Undervalued, Overlooked, and Cash-Rich

The market, however, seems to underprice NOV more akin to a cyclical, margin-sensitive commodities player rather than a structurally repositioned energy and industrial enabler with inherent leverage to infrastructure, decarbonization, and digitalization trends.

Lululemon Athletica: Growth Abroad Masks U.S. Saturation

However, such a premium can increasingly be hard to sustain in light of signs of North American saturation as well as increasing inventory levels.

Broadcom’s Quiet AI Revolution Begins

In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom's valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.

Nvidia Q1 FY2026 Earnings Preview: Navigating Peak AI Optimism Amid Valuation Gravity

But as the momentum on earnings starts to normalize and valuation squeezing gets closer, the Q1 print can be the fulcrum for how markets discern hardness from exuberance.

Lilly's Secret Growth Engine Unleashed

In contrast with the general assumption that Eli Lilly (LLY) is priced for perfection, the Q1 2025 numbers indicate the company's stock is in the nascent stages of a strategic turning point.

Uber’s Quiet Transformation Pays Off

For decades, Uber (UBER) has been unfairly stereotyped as a growth-at-all-costs, volatile, unprofitable gig platform that is always reliant on growth, incentives, and subsidies. That narrative is now fundamentally shattered.

The Shift Inside AMD No One Sees

Tradingkey - The general story in the case of AMD (AMD) today is one of decent growth, careful optimism, and competitive catch-up.

HIMS: When Overvaluation Isn’t What It Seems

TradingKey - The stock market is sending mixed messages about Hims & Hers Health (HIMS). On the plus side, the shares are trading higher by approximately 16% for the day, continuing a red-hot YTD run; on the other, the stock looks overvalued on paper with GAAP P/E and EV/EBITDA multiples several tim

Supermicro's Silent Power Play

TradingKey - Few stocks embody the beat of AI infrastructure demand more than Super Micro Computer (SMCI). Having emerged as a leading rack-scale integrator to hyperscalers and AI-born workloads, Supermicro has been surfing the wave of Nvidia’s GPU supremacy with almost uncanny coordination.

Ford’s Earnings Crossroads

TradingKey - Ford’s (F) Q1 2025 financials represent a key inflection point in the company’s multi-year transformation story. Profit Squeeze from Tariffs: Adjusted EBIT fell 63% YoY to $1.0 billion, with tariffs cutting $200 million in Q1 and $1.5 billion expected for FY25.

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