Andrea Campagna
Andrea Campagna @Agne05

Performance
Tout

2.34%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%
Discussions
Andrea Campagna
Royaume Uni
21 h
📊 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,... Afficher plus Traduction
Andrea Campagna
Royaume Uni
7 j
📊 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)... Afficher plus Traduction
Andrea Campagna
Royaume Uni
12 j
📊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... Afficher plus Traduction
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RYAAY
Ryanair Holdings plc-ADR
61.99
4.65 (8.10%)
Andrea Campagna
Royaume Uni
22 j
📊 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... Afficher plus Traduction
Andrea Campagna
Royaume Uni
27 j
📊 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... Afficher plus Traduction
Andrea Campagna
Royaume Uni
1 mo
Modifié
📊 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... Afficher plus Traduction
Andrea Campagna
Royaume Uni
1 mo
Modifié
Dear Copiers and Followers, For those interested in a deeper understanding of $VEEV (Veeva Systems Inc A), the global cloud-based solutions provider for the life sciences industry, you can find the full equity note at the link here below. drive.google.com/file/d/1Ang-ODI2U4hDdy0bzgmyp7pQUvP2XTw2/view For... Afficher plus Traduction
Equity note | Patient Capital | Notion
www.notion.so
A collection of equity research notes focused on business fundamentals, valuation frameworks and risk assessment. All materials are for educational purposes only.
Andrea Campagna
Royaume Uni
1 mo
Modifié
📣 Dear Copiers and Followers, I’m proud to share that, thanks to your trust and continued support, I have reached Elite level in the Popular Investor program. This milestone belongs not only to me but also to everyone who has chosen to follow and support this journey. My focus remains the same: building... Afficher plus Traduction
Andrea Campagna
Royaume Uni
1 mo
📊 Markets, War and Historical Perspective Conflicts and geopolitical crises are tragic events for humanity and often create short-term uncertainty for financial markets. However, history suggests that markets tend to react differently than many investors expect. Looking at 20 major military conflicts... Afficher plus Traduction
Andrea Campagna
Royaume Uni
1 mo
📊 $VEEV (Veeva Systems Inc A) Earnings Update Veeva Systems is a cloud software provider focused exclusively on the global life sciences industry, offering mission-critical platforms for pharma companies across commercial, development, and quality operations. Results vs expectations • Revenue: $836M... Afficher plus Traduction
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VEEV
Veeva Systems Inc A
167.86
0.26 (0.16%)

À propos de Andrea Campagna
Royaume Uni
Stratégie: Multi-stratégies

Andrea Campagna Long-term investor | CISI Level 4 |BBA| CFA Level 1 candidate (May 2026)
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