Amit Kupfer
Amit Kupfer @AmitKup

Performance
All

6.76%2026
2026
-9.47%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%
Discussions
Amit Kupfer
Amit Kupfer
United Kingdom
4d
I’ll say it outright: $ETOR (eToro Group LTD) should buy the beaten-down $WU (Western Union Company) and utilize its massive, global agent network. What would this acquisition achieve? - An instant, highly cash-flow-generating business. - Marketing placement all over the world for their app (think... Show More
eToro exploring acquisitions amid push into traditional banking services
www.ft.com
Digital trading platform could apply for banking licence
Amit Kupfer
Amit Kupfer
United Kingdom
5d
Following up on yesterday's thoughts regarding the market's misunderstanding of growth, it is remarkable how out of favor $ADBE (Adobe Systems Inc) has become. Despite growing earnings at over 10% and maintaining profitability that places them in the top 1% of U.S. corporations, they are currently... Show More
Amit Kupfer
Amit Kupfer
United Kingdom
6d
Growth is one of the most misunderstood and overvalued metrics in investing. The vast majority of U.S. public companies—roughly 95%—operate with negative to low single-digit revenue growth (supported by GDP growth). Sustained growth above 10% is incredibly rare, achieved by perhaps 1% of the market. Despite... Show More
Amit Kupfer
Amit Kupfer
United Kingdom
13d
Some investors underestimate the ultimate SaaS enterprise moats: certifications and distribution. Obtaining security clearances is long and expensive, meaning basic AI vibe-coded apps won't pass strict government or corporate audits, like TeamViewer securing US Department of Defense approval. Furthermore,... Show More
Amit Kupfer
Amit Kupfer
United Kingdom
17d
TeamViewer isn’t just another SaaS company; it is mission-critical for its clients. 𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝘁 𝘁𝗵𝗲 𝗧𝗲𝗮𝗺𝗩𝗶𝗲𝘄𝗲𝗿 𝗺𝗼𝗮𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 𝗶𝗻 𝘁𝗵𝗶𝘀 𝗽𝗼𝘀𝘁, 𝗼𝗿 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗼𝘄𝗻 𝗵𝗲𝗿𝗲: 𝗺𝗮𝗿𝗴𝗶𝗻𝗼𝗳𝘀𝗮𝗳𝗲𝘁𝘆.𝗽𝗿𝗼/𝗺𝗼𝗮𝘁𝗿𝗲𝗽𝗼𝗿𝘁 1. The Power of the... Show More
Amit Kupfer
Amit Kupfer
United Kingdom
24d
In the long run, there is nothing better than a highly profitable stock that stays at a low price—or even better, becomes cheaper while management buys back shares. The upside potential can come from three sources: 1. Increasing earnings 2. A P/E expansion back to historical levels 3. Share buybacks,... Show More
Amit Kupfer
Amit Kupfer
United Kingdom
2mo
Recently, in my ever-evolving quest to strengthen my understanding of news and print business dynamics, I reviewed the transcript of the New York Times CEO’s presentation at the J.P. Morgan conference. One particular exchange helped me refine my investment thesis for Future PLC—which, as a reminder,... Show More
Amit Kupfer
Amit Kupfer
United Kingdom
2mo
Edited
Apparently, NYC Mayor Mamdani is at least partly responsible for the decline in Western Union’s and Intermex’s share prices over the last few days; this short-term noise is nonsense.I wasn't sure if I should write and post about this because it's political and all that, but I felt I had to explain... Show More

About Amit Kupfer
United Kingdom
Strategy: Value

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