Prestaties
Alles

-10.02%2025
2025
30.79%2024
2024
79.52%2023
2023
13.14%2022
2022
35.93%2021
2021
-7.82%2020
2020
38.69%2019
2019
79.5%0%-79.5%
Amit Kupfer
Verenigd Koninkrijk
Bewerkt
$WISE.L (Wise Ltd) report One line that caught my eyes: Will $WISE.L start offering POS services? "This includes full license approvals in the UAE, covering Stored Value Approvals and Retail Payment Services." 𝐀 𝐯𝐞𝐫𝐲 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐢𝐧𝐠 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭, 𝐢𝐟 𝐭𝐫𝐮𝐞! The great: -... Meer weergeven Vertalen
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WISE.L
Wise Ltd
922.6140
20.9685 (2.33%)
Amit Kupfer
Verenigd Koninkrijk
You know it, I am very bullish on $WU (Western Union Company) and I think that sooner or later, the sentiment will change, and from what the street considered a "dinosaur," it will emerge to be one of the leading global fintech companies. $USDPT now live on $SOL . Tomorrow is $WISE.L's... Meer weergeven Vertalen
Amit Kupfer
Verenigd Koninkrijk
𝗧𝗵𝗶𝘀 𝗶𝘀 𝗴𝗼𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲 𝗮 𝗹𝗼𝗻𝗴 𝘁𝗵𝗿𝗲𝗮𝗱, 𝘀𝗼 𝗯𝘂𝗰𝗸𝗹𝗲 𝘆𝗼𝘂𝗿 𝘀𝗲𝗮𝘁 𝗯𝗲𝗹𝘁𝘀.🧵 After reading, I encourage you to ask me questions. If you prefer the PDF format: bit.ly/4hDoQSG As the year draws to a close, I want to express my gratitude to the copiers and investors who... Meer weergeven Vertalen
Amit Kupfer
Verenigd Koninkrijk
Crocs' earnings are out. I won't go deep into all of it as I'm still reading through. On a high level, it is decent and better than anticipated. They made roughly $200 million in FCF and bought back 4% of their stock this quarter alone. Vertalen
Amit Kupfer
Verenigd Koninkrijk
𝐓𝐰𝐨 𝐐𝟑 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐮𝐩𝐝𝐚𝐭𝐞𝐬. $MOH (Molina Healthcare Inc) & $WU (Western Union Company) 𝐌𝐨𝐥𝐢𝐧𝐚 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 U.S. healthcare providers are facing a common challenge: overutilization and higher costs are compressing margins, particularly for Medicaid... Meer weergeven Vertalen
Amit Kupfer
Verenigd Koninkrijk
Bewerkt
$PBR.A (Petroleo Brasileiro ADR) obtains operating license for exploratory research in Amapá Deep Waters - Over the next few months, we will know if they've discovered a few billion additional barrels of oil. This could be a huge win for Petrobras and Brazil. The portfolio companies reporting earnings... Meer weergeven Vertalen
Amit Kupfer
Verenigd Koninkrijk
𝐖𝐡𝐚𝐭 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐇𝐨𝐥𝐝𝐞𝐫𝐬 𝐂𝐚𝐧 𝐓𝐞𝐚𝐜𝐡 𝐒𝐭𝐨𝐜𝐤 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 It might sound crazy for an equity guy to say it, but I believe some of the best investors of the last decade were Bitcoin holders. No, I’m not saying you should buy Bitcoin. I personally think it has no real value... Meer weergeven Vertalen
Amit Kupfer
Verenigd Koninkrijk
𝐈 𝐬𝐞𝐞 𝐭𝐡𝐞 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐚𝐬 𝐨𝐟𝐟𝐞𝐫𝐢𝐧𝐠 𝐝𝐞𝐞𝐩 𝐯𝐚𝐥𝐮𝐞 𝐚𝐭 𝐢𝐭𝐬 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 𝐩𝐫𝐢𝐜𝐞. 𝐏𝐚𝐭𝐢𝐞𝐧𝐜𝐞 𝐰𝐢𝐥𝐥 𝐩𝐫𝐞𝐯𝐚𝐢𝐥, 𝐚𝐧𝐝 𝐭𝐡𝐚𝐭 𝐯𝐢𝐞𝐰 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐩𝐫𝐨𝐯𝐞𝐧 𝐨𝐯𝐞𝐫 𝐭𝐢𝐦𝐞. 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐔𝐩𝐝𝐚𝐭𝐞𝐬 𝐖𝐞𝐬𝐭𝐞𝐫𝐧... Meer weergeven Vertalen
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IMXI
International Money Express Inc
14.97
0.02 (0.13%)
Amit Kupfer
Verenigd Koninkrijk
I recently spent four days in Cyprus at the annual FatAlpha conference. This year, about 85 value investors from across the globe gathered to exchange ideas, and each participant shared their unique perspective on a specific public company. We had six-hour sessions each day, and it was a truly enriching... Meer weergeven Vertalen
Amit Kupfer
Verenigd Koninkrijk
Meta's Numbers: Net Income vs. Free Cash Flow I came across this meme on Twitter and I thought it was worth explaining. Nvidia's success is being fueled by huge spending from companies like Meta, which is consuming a significant portion of Meta's free cash flow. In the world of accounting,... Meer weergeven Vertalen

Over Amit Kupfer
Verenigd Koninkrijk
Strategie: Waarde

Invest your money the same way I invest mine. No day trading. No leverage/crypto.
Volledige biografie weergeven Vertalen
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