Added to YB: 2025-11-06
Pitch date: 2025-11-03
VEON [bullish]
VEON Ltd.
+19.77%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
VEON Ltd. provides telecommunications and digital services in Pakistan, Ukraine, Kazakhstan, Bangladesh, and Uzbekistan.
Market Cap
N/A
Pitch Price
$47.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Wireless Telecommunication Services
Category
value
October Writeup: +42% YTD | Buy: VEON Ltd.
VEON: Trading 6x EBITDA, ~10x (EBITDA-CAPEX) despite #1 digital position across emerging markets. Integrating AI-powered features in SuperApps with native-language models. ~40% of business outside Ukraine/Pakistan provides stability. Continued buying on price drops.
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