Creator Profile
Yet Another Value Podcast
YouTube | Stock
11,200 followers
Visit creator profileReturn Since February 20, 2026
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July 3, 2026
Was SBF the greatest VC of all time? #investing #venturecapital
The creator discusses Sam Bankman-Fried's (SBF) venture capital investments, questioning if SBF was a genius investor despite his fraudulent activities. The creator highlights SBF's investment in Cursor, which was later acquired by SpaceX for $60 billion, as an exceptionally good investment, stating they've never made one as good.
July 2, 2026
This fintech moves 15% of Pakistan's GDP $VEON #valueinvesting #fintech
The creator highlights the significant fintech operations of JazzCash, a subsidiary of VEON, processing 15% of Pakistan's GDP. Management has indicated intentions to crystallize this value through strategic means like a spin-off or IPO, suggesting a potential undervaluation of this segment.
July 1, 2026
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
The podcast discusses Veon (VEON), an emerging market telecom company listed on Nasdaq. The company presents a sum-of-the-parts story, owning a significant stake in Ukraine's telecom company KYIV and having growth potential through super apps in Pakistan and Bangladesh. However, the discussion also acknowledges the company's challenging history and the inherent risks of emerging market telecom.
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