Added to YB: 2025-10-03
Pitch date: 2025-10-02
VEON [neutral]
VEON Ltd.
+10.03%
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
$51.53
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
Investing with Martin | September: +~38% YTD. - VEON Ltd.
VEON (holding update): Sum-of-parts play on digital transformation in Kazakhstan, Pakistan, Uzbekistan. Owns 89.6% of KYIV (trading $12.49, support at $10). Bullish on Kazakhstan's high birth rate, uranium resources, tech growth. US policy shift on Ukraine benefits underlying Kyiv position.
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