๐ ๐ฌ๐๐ ๐ญ๐ก๐ ๐ฉ๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐๐ฌ ๐จ๐๐๐๐ซ๐ข๐ง๐ ๐๐๐๐ฉ ๐ฏ๐๐ฅ๐ฎ๐ ๐๐ญ ๐ข๐ญ๐ฌ ๐๐ฎ๐ซ๐ซ๐๐ง๐ญ ๐ฉ๐ซ๐ข๐๐. ๐๐๐ญ๐ข๐๐ง๐๐ ๐ฐ๐ข๐ฅ๐ฅ ๐ฉ๐ซ๐๐ฏ๐๐ข๐ฅ, ๐๐ง๐ ๐ญ๐ก๐๐ญ ๐ฏ๐ข๐๐ฐ ๐ฐ๐ข๐ฅ๐ฅ ๐๐ ๐ฉ๐ซ๐จ๐ฏ๐๐ง ๐จ๐ฏ๐๐ซ ๐ญ๐ข๐ฆ๐.
๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐ฉ๐๐๐ญ๐๐ฌ
๐๐๐ฌ๐ญ๐๐ซ๐ง ๐๐ง๐ข๐จ๐ง ($WU)
Strategic Developments:
- August 11th: WU announced the acquisition of $IMXI (International Money Express Inc) for $500 million cash. I view it as a highly favorable deal expected to consolidate the market, yield significant cost savings, and potentially return the company to a growth trajectory.
- September 9th: WU launched a strategic collaboration with DLocal ($DLO) to enable new digital payment methods across its online platforms in Latin America.
- Apparently, there is a known fund manager on X (Twitter) named Mike Alfred (never heard of him before), who is also on the board of crypto companies, and he reportedly claims to be shorting $5 million of WU stock. I am skeptical he actually did it, but even if he did, this could backfire quite dramatically.
๐๐ง๐ฌ๐ข๐๐๐ซ๐ฌ ๐๐จ๐ง๐๐ข๐๐๐ง๐๐:
- August 21st: The CEO purchased $1.5 million worth of shares on the open market at $8.50 per share. This substantial purchase, which is 50% greater than his $1 million annual salary, serves as a strong positive indicator of management conviction.
๐๐ซ๐จ๐๐ฌ ($CROX)
- A Director purchased shares on the open market for approximately $76 per share.
- The recent NFL collection sold out in days, signaling robust brand demand and merchandising success.
๐๐ข๐ฌ๐ ($WISE.L)
- Licensing Consideration: Wise is reportedly considering applying for a UK banking license (The Times, September 1st).
My take: While a long-term goal, this is a highly valuable option. The ability to offer lending services to Wise's rapidly growing business and personal client base could unlock a significant new revenue stream and profitability driver.
๐๐ข๐ฏ๐ข๐๐๐ง๐๐ฌ
WU: $0.235/share payable on September 30 โ approximately 12% yield.
๐๐ญ๐ก๐๐ซ ๐๐จ๐ฅ๐๐ข๐ง๐ ๐ฌ
There were no significant news or material events concerning the remaining portfolio holdings recently. Looking forward to Q3 earnings results in the coming weeks.
Thank you for reading, and you have a great weekend!
Amit
Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results.... Show More
I hope 2026 will be a better year, since my copy is down by 14% so far. May be the trend will turn at some point, when the craziness is over. Thanks!... Show More
Great summary, Amit.
I think your read on the WU/IMXI acquisition is very spot on; that's a move that could absolutely change the company's storyline. The CEO's conviction with that share purchase is exactly the kind of signal I always like to see.
$WISE.L (Wise Ltd) is a company I genuinely... Show More
I'm 11% down with you, the only negative performance from copytraders in the same timeframe. I won't exit and will trust your judgement but it's slightly painful to watch!... Show More
With 4 open high at gap for GPRK, even cross above MA60, you choose to sell it yesterday.
Unbelievable, buy at high and sell at dip.
I hope your strategy is correct. ... Show More
Amit please be responsible to your tcopy traders the value of your trade has been low fo time I hope to see some improvement. Donโt keep your copy traders as hodzahrd... Show More
Hey Amit, we've all noticed this isn't your strongest year to put it lightly. So far we've seen you show some of your insights on the companies you hold and seen you saying you're here for the long run with these companies and you rather think long term instead of short term. Which is... Show More
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Fri Dec 05 2025 22:28:57 GMT+0000 (Coordinated Universal Time)
