Andrea Campagna
Andrea Campagna @Agne05

Performance
All

-0.69%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%
Andrea Campagna
United Kingdom
📊 Earnings Season Snapshot | What the Market Is Really Saying Dear Copiers, This earnings season has delivered strong operational results, but mixed market reactions. The key takeaway is simple: 👉 Beating earnings is no longer enough. 👉 The market is now laser-focused on CapEx discipline, cash... Show More
Andrea Campagna
United Kingdom
📉 Market pullback: what’s really going on? Over the past weeks we’ve seen a broad sell-off in tech stocks, particularly those most exposed to AI themes. The move is not random, and it’s not just “market noise”. So, what happened? The market is starting to question the return profile of AI investments. For... Show More
Andrea Campagna
United Kingdom
📊 Portfolio Update, What I’m doing & why ? Over the last few weeks, I’ve been actively reducing portfolio volatility. The goal is to better balance growth with predictable, high-quality businesses that benefit from strong moats and resilient cash-flow generation. ✅ What changed recently ? 🔹... Show More
Andrea Campagna
United Kingdom
Dear copiers and followers, For those interested, here is the link to a more in-depth view of my perspective on $PM (Philip Morris International Inc.) , the tobacco industry, and the company’s long-term outlook. PMI Equity note: drive.google.com/file/d/1P7NyX-zffL5W_wtLTHYGR7KVxnGGW_oH/view Thank... Show More
Andrea Campagna
United Kingdom
✈️ $RYAAY (Ryanair Holdings plc-ADR) – Quarterly Results & 9M Update 📊 Quarterly results (Oct–Dec) Key income statement figures • Revenue: €3.21bn (+9% YoY) Net profit • Pre-exceptional (pre-fine): €115m (-22% YoY) • Post-exceptional (post-fine): €30m (-80% YoY) Diluted EPS • Diluted EPS... Show More
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RYAAY
Ryanair Holdings plc-ADR
68.51
1.06 (1.57%)
Andrea Campagna
United Kingdom
Portfolio Update 📊 Dear Copiers, This week I used the recent market pullback, driven in part by geopolitical concerns around Greenland 🌍, to strengthen a couple of core positions in the portfolio. I increased $PM (Philip Morris International Inc.) , now close to 5% of the portfolio, and $GOOGL (Alphabet... Show More
Andrea Campagna
United Kingdom
📊 Portfolio Update – Position Increases I’ve incremented my exposure in three holdings: $PM (Philip Morris International Inc.) +1.88% of equity $JPM (JPMorgan Chase & Co) +2.49% of equity $AMZN (Amazon.com Inc) +2.80% of equity These moves are aimed at raising the overall quality of the portfolio,... Show More
Andrea Campagna
United Kingdom
New Portfolio Additions: Philip Morris International $PM (Philip Morris International Inc.) and Amazon $AMZN (Amazon.com Inc) I have recently added two new positions to my portfolio: Philip Morris International (2.58%) and Amazon (1.72%). Both are intended to reinforce the portfolio’s exposure to... Show More
Andrea Campagna
United Kingdom
Dear copiers and followers, Thank you for your trust and support. I wish you all a successful, rewarding, and meaningful year ahead.
Andrea Campagna
United Kingdom
I recently published a detailed analysis on $UBER (Uber Technologies Inc.) , breaking down fundamentals, valuation assumptions, and the main execution and regulatory risks currently embedded in the price. If you’re interested in understanding what needs to go right from here, you can read it below. 👉... Show More

About Andrea Campagna
United Kingdom
Strategy: Multi-Strategy

Andrea Campagna Long-term investor | CISI Level 4 |BBA| CFA Level 1 candidate (May 2026)
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304 Copiers
8.6K Followers