Andrea Santolamazza
Andrea Santolamazza @AndreaS922

Performance
All

0.60%2026
2026
19.25%2025
2025
19.39%2024
2024
11.68%2023
2023
19.4%0%-19.4%
Andrea Santolamazza
🌏JAPAN IS WAKING UP β€” ARE INVESTORS READY? For years, Japan was seen as the β€œsleeping giant” of global markets. Not anymore. After decades of deflation and slow growth, Japan is undergoing a powerful transformation: πŸ“ˆ Corporate governance reforms are unlocking shareholder value πŸ’΄ Inflation is... Show More
Andrea Santolamazza
UniCredit $UCG.MI (UniCredit Commercial Bank) – FY2025 Results vs Analysts’ Expectations πŸš€ Strong numbers. Even stronger outlook. Here’s what investors need to know πŸ‘‡ ---------------------------------------------- πŸ“Š FY2025 – Estimates vs Reality πŸ”Ž Analysts’ consensus before earnings: β€’ Net... Show More
Andrea Santolamazza
Dear copiers and followers, Yesterday reminded us how fast markets can move. Today reminds us why patience matters. Volatility is not the enemy β€” emotion is. Sharp drops followed by quick recoveries are part of the journey, not a signal that the plan is broken. As Warren Buffett once said, β€œThe stock... Show More
Andrea Santolamazza
πŸ“Š GOOG Q4 β€” Bullish take βœ… Revenue: ~114B$ vs ~111B$ est. βœ… EPS: ~2.8$ vs ~2.6$ est. ☁️ Cloud: ~30%+ YoY growth πŸ’° Free Cash Flow: still very strong πŸ“Œ 2026 guidance: CapEx materially higher than expectations (AI & data centers). Short-term margin pressure, long-term moat expansion. πŸ“ˆ Position:... Show More
Andrea Santolamazza
Why I’m still holding 𝐆𝐨π₯𝐝 🟑 (and not reducing exposure) In times like these, I don’t chase noise β€” I protect balance. Gold is currently around 5.5% of my portfolio, and I’ve decided to keep it unchanged. Why? Because gold isn’t about timing the market. It’s about confidence when uncertainty... Show More
Andrea Santolamazza
πŸ“Š Mastercard $MA (Mastercard) – Q4 Earnings Breakdown Mastercard just released its latest quarterly results, and once again the numbers highlight the strength of its business model. πŸ”Ή Revenue Growth: Solid double-digit growth driven by higher cross-border volumes and strong consumer spending. πŸ”Ή... Show More
Andrea Santolamazza
"Be fearful when others are greedy, and greedy when others are fearful" cit. Warren Buffet $UNH (UnitedHealth) $MSFT (Microsoft) $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) $GOLD $SILVER
Andrea Santolamazza
$UNH (UnitedHealth) fonte: Wall Street Journal
Marios Valiandes
🚨 Medicare Advantage Rate Shock – Trump Admin Proposes Flat/0.09% Increase for 2027 πŸ“‰πŸ’₯ Bloomberg/WSJ just dropped the bomb: Trump administration proposing roughly flat rates for Medicare Advantage plans next year, with payments to insurers up only ~0.09% on average in 2027 (per Bloomberg AI summary). That's... Show More
Andrea Santolamazza
🟑 Why I sold Silver and moved the % of portfolio into Gold Markets change. Narratives change. And positioning must adapt. I decided to close my Silver position and reallocate into Gold for a simple but powerful reason: πŸ‘‰ Gold is currently the stronger safe-haven trade. πŸ”Έ Gold benefits more directly... Show More
Andrea Santolamazza
πŸ” PORTFOLIO UNDER THE LENS – Ep. 7 πŸ“Š TIME HORIZON β€œOur favorite holding period is forever.” β€” W. Buffett Time is the most powerful asset. And the most underestimated one. βœ”οΈ Patience reduces mistakes βœ”οΈ Long-term filters noise βœ”οΈ Compounding rewards discipline Successful investing is more about... Show More

About Andrea Santolamazza
Italy
Strategy: Multi-Strategy

Steady profits are the keyπŸ’­πŸ’­πŸ’­
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2 Copiers
911 Followers