Amit Kupfer
Amit Kupfer@AmitKup

Performance
All

-5.66%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%
Top
AmitKup
United Kingdom
2 days ago
𝗠𝘆 𝟮𝟬𝟮𝟰 𝗔𝗻𝗻𝘂𝗮𝗹 𝗟𝗲𝘁𝘁𝗲𝗿 Fellow investors, I'm excited to share my 2024 Annual Letter with you. In it, I lay out my investment rationale, discuss both successes and concerns, and give you a transparent view of my portfolio. I hope this letter provides valuable insights for you.... Show More
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AmitKup
@AmitKup shared a post via @AmitKup
United Kingdom
15 days ago
Edited
That was a dumb move by Trump and his advisors from the start. We are not out of the woods yet, and remain at least 90 days from being so. 1. All they did was extend the uncertainty by 90 days. 2. Neither the stock market nor importers – the so-called "real economy" – will appreciate this... Show More
AmitKup
United Kingdom
17 days ago
𝗧𝘂𝗲𝘀𝗱𝗮𝘆 𝗧𝗵𝗼𝘂𝗴𝗵𝘁𝘀: 𝗧𝗮𝗿𝗶𝗳𝗳𝘀 - 𝗪𝗶𝘀𝗵 𝘃𝘀. 𝗥𝗲𝗮𝗹𝗶𝘁𝘆 🧵 𝐖𝐢𝐬𝐡/𝐀𝐬𝐬𝐮𝐦𝐩𝐭𝐢𝐨𝐧: Imposing maximum tariffs on China will lead to a decrease in the cost of living in the U.S. 𝐇𝐚𝐫𝐬𝐡 𝐑𝐞𝐚𝐥𝐢𝐭𝐲: This is unlikely because tariffs increase the cost of imported goods,... Show More
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2 of 14
3 replies
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AmitKup
United Kingdom
16 days ago
Edited
$PDD (PDD Holdings Inc-ADR) is probably my most favorite investment for the next five years, but with this type of rhetoric, I feel that I have to protect the capital. This trade war is really getting out of anyone's hands. Things that should take years or even decades to decide upon, with the current... Show More
Delisting Chinese Companies from US Stock Market? Treasury Secretary Besent Says "All Options Are Open"
bloomingbit.io
The US Treasury Secretary hinted at the possibility of delisting Chinese companies from the US stock market. On the 9th (local time), US Treasury Secr
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AmitKup
United Kingdom
17 days ago
Edited
𝗧𝘂𝗲𝘀𝗱𝗮𝘆 𝗧𝗵𝗼𝘂𝗴𝗵𝘁𝘀: 𝗧𝗮𝗿𝗶𝗳𝗳𝘀 - 𝗪𝗶𝘀𝗵 𝘃𝘀. 𝗥𝗲𝗮𝗹𝗶𝘁𝘆 🧵 𝐖𝐢𝐬𝐡/𝐀𝐬𝐬𝐮𝐦𝐩𝐭𝐢𝐨𝐧: Imposing maximum tariffs on China will lead to a decrease in the cost of living in the U.S. 𝐇𝐚𝐫𝐬𝐡 𝐑𝐞𝐚𝐥𝐢𝐭𝐲: This is unlikely because tariffs increase the cost of imported goods,... Show More
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2 of 5
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AmitKup
United Kingdom
18 days ago
Edited
Today might open badly, again. but 1.4 billion consumers is quite a market. Stimulus could be very bullish for $PDD (PDD Holdings Inc-ADR), $BABA (Alibaba-ADR), and $JD.US (JD.com-ADR) . "The People's Daily also pointed to a possible further expansion of fiscal deficits, special bonds, and... Show More
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2 replies
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AmitKup
United Kingdom
21 days ago
Edited
"Buy when there's blood in the streets, even if the blood is your own." - I wish I had more cash for days like these. But with what I had, I increased my holdings today. I won't say that Trump is crazy (well, he is a bit, I guess), but his latest actions can also create opportunities... Show More
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AmitKup
United Kingdom
22 days ago
Who's joining us today at Wise Capital Markets Day? This gentle giant (what a band!) is growing beautifully 👸🏻🪞
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AmitKup
United Kingdom
about a month ago
At these valuations, Temu is just an option call for Pinduoduo's $PDD (PDD Holdings Inc-ADR) growing and very profitable domestic business. If it works, amazing, but if it's not, it won't be the end of the world
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PDD
PDD Holdings Inc-ADR
103.08
2.84 (2.83%)
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AmitKup
United Kingdom
2 months ago
𝗡𝗼𝗻𝘀𝗲𝗻𝘀𝗲
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6 replies
1 reply
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AmitKup
United Kingdom
2 months ago
Edited
What a roller coaster of a year it's been! Trump's economic decisions so far and renewed trade tensions with Mexico, Canada, and China have made the markets increasingly volatile. While the impacts are still emerging (beyond the extraordinarily long delays in the US postal service for small parcels),... Show More
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