Amit Kupfer - Popular Investor | Strategia e performance

Amit Kupfer @AmitKup

Rendimento
0% Rendimento
Tutti

2026

2025

2024

2023

2022

2021

2020

2019

79.5%0%-79.5%

Rendimento da inizio anno -3.08%

Rendimento a 2 anni 14.75%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 48.15%

Opinioni

Amit Kupfer

Regno Unito

21o

I have developed a proprietary owner's earnings tool based on Buffett’s principles, which is now a standard part of my investment due diligence. Despite the 13% pre-market surge in Crocs' share price, the data suggests there is significant upside remaining before reaching its true economic intrinsic... Mostra di più Traduci

Amit Kupfer

Regno Unito

11g

𝑴𝒚 𝒍𝒐𝒏𝒈 𝒕𝒆𝒓𝒎 𝒗𝒊𝒆𝒘 𝒐𝒏 𝑨𝒅𝒐𝒃𝒆. The Wall Street narrative on $ADBE (Adobe Systems Inc) in early 2026 is one of fear. Analysts have recently downgraded Adobe, citing concerns that AI will automate creative tasks, reduce human "seat" counts, and erode margins. I believe this... Mostra di più Traduci

ADBE

Adobe Systems Inc

261.40

-1.09 (-0.42%)

Amit Kupfer

Regno Unito

22g

Warren Buffett avoids investing in technology companies specifically because leadership can be disrupted in a heartbeat. Being first to market and capturing significant share does not guarantee longevity. Furthermore, this volatility is exacerbated in a rapidly expanding sector, where smaller competitors... Mostra di più Traduci

Amit Kupfer

Regno Unito

24g

$WISE.L (Wise Ltd) Q3 trading update just released. I’ll update this post soon. - Incredibly strong, profitable growth in all segments. - Unless central banks around the world keep lowering interest rates, we are pretty much at the bottom (while remaining extremely profitable) of the interest income... Mostra di più Traduci

Amit Kupfer

Regno Unito

28g

On February 1st, I plan to increase my eToro position by approximately 5%. I believe the current market presents exceptional value for those with a long-term horizon. For high-quality businesses, a year of negative returns is merely an opportunity to accumulate shares at better valuations. Regarding... Mostra di più Traduci

Amit Kupfer

Regno Unito

29g

A frequent habit of purchase or usage is the most powerful moat in the business world. Companies like Coca-Cola or Google have mastered this to perfection; even though the switching costs to alternatives like Pepsi or Bing are zero—and those alternatives might be sometimes better—consumers remain loyal... Mostra di più Traduci

Amit Kupfer

Regno Unito

1me

It’s coming! I’m looking forward to the Q1 results in the coming weeks. Stay tuned. Hedging the money transfer sector: Owning Wise and Western Union is my most sensible approach. No other non-bank company can compete with Western Union’s cross-border reputation and physical agent network (over 300,000... Mostra di più Traduci

Amit Kupfer

Regno Unito

1me

Welcome 2026! Starting the year the portfolio is set up as follows: Fintech, Commodities, and what I call "Leisure" Consumer investments. 𝐅𝐢𝐧𝐭𝐞𝐜𝐡 holds the lion's share of the portfolio (50% of the invested portfolio). As a group, it was punished heavily in 2025, even though the... Mostra di più Traduci

Amit Kupfer

Regno Unito

1me

This is a very interesting stablecoin 'scale' use case where I win no matter what. I also like the direction Western Union is heading, especially the deeper connection with the receivers of funds. They might want to explore $SEZL (Sezzle Inc) (a BNPL player) which derives the bulk of its revenue... Mostra di più Traduci

From Telegraph to Stablecoins: Western Union's Digital Asset Strategy | Malcolm Clarke | S6 E6

www.youtube.com

In this episode of Stableminded, Zach sits down with Malcolm Clarke, VP of Digital Assets at Western Union, to explore how one of the world's oldest financia...

Amit Kupfer

Regno Unito

1me

Is $WISE.L (Wise Ltd) hinting at something before the Q3 2026 results? If so, they might grow their personal customer base and cross-border transfers by 15% Q-over-Q. Traduci