Yiannis Zourmpanos
116 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
Walgreens: Discount or Deadweight?
Q3 2025 retail pharmacy revenue rose 7.8% to $30.7 billion, but front-end sales declined 5.3% year-over-year. Operating cash flow for nine months was only $245 million, with free cash flow at negative $506 million.
23 hours ago
Nike’s Playbook Faces Real Pressure
TradingKey - In a year where global sports brands face inventory builds and fluid consumer behavior, Nike’s (NKE) recent earnings release reveals an uncomfortable reality: even an icon is not immune to cyclical drag and self-generated execution risk. Revenues fell 10% to $46.3 billion for fiscal...
Fri, Jul 4
Micron’s AI Bet Pays Off
TradingKey - Q3 2025 was a turning point that most industry participants still don't comprehend. For decades, Micron (MU) lived and breathed a cyclical commodity-driven memory cycle, but recent trends suggest a structural shift towards becoming an AI infrastructure anchor. Revenue surged to a new...
Fri, Jul 4
Inside SoFi’s Capital-Light Machine
SoFi is a high-beta, capital-lite fintech prototype that is only starting to show robust earnings leverage. But conviction in its platform economics will be tested by predictable growth in fee-based revenues, expanding cross-sell ratios, and cushioned balance sheet capacity to absorb shocks without
Fri, Jul 4
George Soros’s Playbook in 2025: Opportunistic, Nimble, and Undeniably Contrarian
TradingKey - When ordinary investors hear George Soros's name, it evokes that hedge fund legend who “broke the Bank of England,” but today Soros Fund Management trades with a system that is far more complicated than speculating in currencies.
Fri, Jul 4
Oscar Health’s Unexpected Profit Surge
TradingKey - Oscar Health (OSCR) assembled an unlikely reversal with 42% YoY revenue growth to $3.05 billion in Q1 2025 and net income of $275 million, which represents a remarkable $98 million year-over-year improvement.
Thu, Jul 3
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Intel’s Quiet Reinvention Gains Speed
TradingKey - At $22.55 per share, Intel (INTC) isn’t trading like an IT titan; it’s trading like a value trap. And yet, underneath the hood, a monumental shift is occurring quietly.
Thu, Jul 3
AST SpaceMobile: The Satellite Startup Betting Big
TradingKey - AST SpaceMobile (ASTS) is racing toward something as ambitious as any space-based telecom: developing the first space-based cellular broadband net that directly interfaces with commercial smartphones.
Thu, Jul 3
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OppFi: The Fintech Profit Story You Missed
TradingKey - While most are reassured by the frenzy of fintech hype cycles and software spec multiples, OppFi Inc. (OPFI) is an exception, an undervalued, profitable, and capital-efficient digital lender with record-breaking Q1 2025 results that defy conventional wisdom.
Thu, Jul 3
Adobe’s AI Play Is Working
TradingKey - Adobe (ADBE) enters the latter part of FY2025 with strategic momentum: its own ongoing transition into an AI-first platform business.
Thu, Jul 3
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