Andrea Campagna
Andrea Campagna @Agne05

Ydeevne
Alle

4.64%2026
2026
38.56%2025
2025
45.97%2024
2024
46.81%2023
2023
-26.85%2022
2022
16.34%2021
2021
25.56%2020
2020
46.8%0%-46.8%
Diskussioner
Andrea Campagna
Andrea Campagna
Storbritannien
23t
📅 Earnings Update: $NU (Nu Holdings Ltd.) Dear Copiers and Followers, $NU reported another very strong quarter in Q1 2026, continuing to show why it remains one of the most interesting digital banking platforms globally. Revenue topped $5 billion for the first time, supported by stronger customer... Vis Oversæt
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NU
Nu Holdings Ltd.
12.14
-0.74 (-5.72%)
Andrea Campagna
Andrea Campagna
Storbritannien
6d
Redigeret
📅 Earnings Update $PLTR (Palantir Technologies Inc.) & $UBER (Uber Technologies Inc.) : two interesting examples of platform-driven growth. Different businesses, different models, but both are showing a similar theme: revenue growth, improving profitability, expanding user/customer bases, and... Vis Oversæt
Andrea Campagna
Andrea Campagna
Storbritannien
13d
Redigeret
📅 Earnings Update: Strong Earnings, AI Momentum & The Evolution of Payments Dear copiers and followers, The latest earnings season has been strong across several businesses in the portfolio, with most companies showing resilient revenue growth, healthy profitability, and continued investment in... Vis Oversæt
Andrea Campagna
Andrea Campagna
Storbritannien
20d
Redigeret
📅 Earnings Update Dear copiers and followers, So far, three businesses in the portfolio have released earnings for the current season, and all three beat estimates on both the top and bottom line. $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) reported Q1 revenue of $35.9B and EPS of $3.49.... Vis Oversæt
Andrea Campagna
Andrea Campagna
Storbritannien
29d
📊 Portfolio Update Dear copiers and followers, The portfolio has gradually recovered from the drawdown experienced in recent months, driven by geopolitical tensions and broader market uncertainty. Recent dip-buying opportunities and a partial easing of tensions in the Middle East have supported performance,... Vis Oversæt
Andrea Campagna
Andrea Campagna
Storbritannien
1m
📊 Portfolio Update Dear copiers and followers, Over the past few weeks, I have been gradually adjusting the portfolio to better align with my long-term strategy. In particular, I increased exposure to Big Tech by adding to $MSFT (Microsoft) (now around 7% of the portfolio) and $AMZN (Amazon.com Inc)... Vis Oversæt
Andrea Campagna
Andrea Campagna
Storbritannien
1m
📊Portfolio Update – $RYAAY (Ryanair Holdings plc-ADR) Exit Today I closed my position in $RYAAY . Here’s the reasons: ✈️ Industry structure matters While Ryanair is a strong operator, the airline industry remains structurally challenging. It’s difficult to build a durable long-term moat due to high... Vis Oversæt
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RYAAY
Ryanair Holdings plc-ADR
53.34
-1.85 (-3.35%)
Andrea Campagna
Andrea Campagna
Storbritannien
2mdr
📊 Portfolio Update Dear Copiers and Followers, I know the current market environment feels uncertain. Geopolitical tensions and rapid developments in AI are creating volatility, and in the short term this may put pressure on economies and asset prices. However, my strategy remains unchanged. I continue... Vis Oversæt
Andrea Campagna
Andrea Campagna
Storbritannien
2mdr
📊 Portfolio Update Dear Copiers and Followers, In the current environment, markets continue to be driven by macro uncertainty, particularly linked to the Middle East conflict and the resulting pressure on energy prices. This is contributing to ongoing volatility, which I see not as noise, but as a... Vis Oversæt
Andrea Campagna
Andrea Campagna
Storbritannien
2mdr
Redigeret
📊 Portfolio Update Dear Copiers and Followers, In the current period, markets are mainly driven by news regarding the conflict in Iran and movements in oil prices. Despite the noise, my focus remains on business fundamentals and long-term value creation. This week I reopened a position in $UBER (Uber... Vis Oversæt

Om Andrea Campagna
Storbritannien
Strategi: Multistrategi

Andrea Campagna Long-term investor | CISI Level 4 |BBA| CFA Level 1 candidate (May 2026)
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META
META
Lukket•15/05/26, 12:37
▴-4.69%
P/L
MSFT
MSFT
Åbnet•30/04/26, 23:46
▴3.18%
P/L
META
META
Åbnet•30/04/26, 23:43
▴0.06%
P/L
MSFT
MSFT
Åbnet•13/04/26, 22:31
▴9.13%
P/L
VEEV
VEEV
Åbnet•13/04/26, 13:39
▴4.54%
P/L