Amit Kupfer - etoro Popular Investor | Strategy & Performance

Amit Kupfer @AmitKup

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

2020

2019

79.5%0%-79.5%

Return YTD 9.78%

Return 2Y 18.11%

Avg. Risk Score (last 7D)

Profitable Weeks 45.45%

Discussions

Amit Kupfer

United Kingdom

Nothing new here - ust Adobe doing what it always does: delivering double-digit ARR growth while remaining one of the most profitable software companies on Earth.

Not investment advice. The author may have financial interests in the mentioned instruments.

Amit Kupfer

United Kingdom

I don't know if the new $ADBE (Adobe Systems Inc) CEO is good, okay, or bad, but Buffett already taught us that 'a truly great business is one that doesn't require good management.' Let's see. Anyway, I didn't buy Adobe because of the management, and I am not planning to sell... Show More

ADBE

Adobe Systems Inc

255.55

-2.21 (-0.86%)

Amit Kupfer

United Kingdom

16d

I was listening to an interview with David Wadhwani, President of the Digital Media Business at Adobe, and I found a few interesting quotes that increased my investment confidence in the company and other incumbent SaaS providers. I will share them with you so you can read them. Basically, Adobe is... Show More

Amit Kupfer

United Kingdom

23d

A guitar doesn't sound the same in everyone's hands. This is the perfect synergy between @Base44 and $WIX (Wix.com Ltd ). Almost any other company that might have bought Base44 wouldn't be able to extract the full potential from it that Wix will. Let's examine why. Wix has a massive... Show More

WIX

Wix.com Ltd

82.18

-0.4000 (-0.48%)

Amit Kupfer

United Kingdom

27d

$WIX (Wix.com Ltd ) Business Solutions Non-GAAP Gross Margin is 33%. Just alright I would say. HOWEVER, the ROIC is probably closer to 100% since it is essentially just a reselling of services (domain names, payment processing, etc.). The profits are as pure as they get.

Not investment advice. The author may have financial interests in the mentioned instruments.

WIX

Wix.com Ltd

82.18

-0.4000 (-0.48%)

Amit Kupfer

United Kingdom

27d

I will write about it more extensively in September, but for now, here is my brief investment case for $ETOR (eToro Group LTD) . Market cap: $2.28 billion 1. Founder-led: Still owns roughly 9% of the company 2. Trading at low multiples 3. Balance sheet: $950 million in cash and cash equivalents with... Show More

Amit Kupfer

United Kingdom

1mo

$BMBL (Bumble Inc.) Q2 results: - Stabilization in the paying user base quarter-over-quarter (QoQ). - Net debt reduction: Decreased from $413 million as of December 31, 2025, to $297 million as of June 30, 2026. - Gross margin: A very healthy 74%. - Adjusted operating profit: $60 million for the... Show More

Amit Kupfer

United Kingdom

1mo

"𝐃𝐨𝐧'𝐭 𝐓𝐚𝐤𝐞 𝐚 𝐒𝐦𝐚𝐥𝐥 𝐇𝐞𝐥𝐩𝐢𝐧𝐠": 𝐋𝐞𝐬𝐬𝐨𝐧𝐬 𝐢𝐧 𝐇𝐢𝐠𝐡-𝐂𝐨𝐧𝐯𝐢𝐜𝐭𝐢𝐨𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠. For as long as I can remember, I’ve been a concentrated investor. To me, it just makes intuitive sense: when you’ve done the deep research and truly believe in an idea,... Show More

Amit Kupfer

United Kingdom

1mo

It's still way too early to tell—we need to see if ARR holds up over the next few quarters. Still, 60% gross margins for Base44 is a really promising sign for $WIX (Wix.com Ltd ).

Not investment advice. The author may have financial interests in the mentioned instruments.

Amit Kupfer

United Kingdom

1mo

Building a B2B software without distribution is like having a fully operating coal mine without a railroad connecting to it. Your coal stays in the mine. This dude summarized it nicely. I have talked about it extensively in recent months: distribution of software is king. Trust in leading SaaS companies... Show More