Mariano Daniel Pardo
Mariano Daniel Pardo @MarianoPardo

Tuottavuus
Kaikki

12.92%2026
2026
37.50%2025
2025
13.94%2024
2024
54.73%2023
2023
-38.81%2022
2022
11.30%2021
2021
79.69%2020
2020
34.76%2019
2019
6.31%2018
2018
29.29%2017
2017
26.14%2016
2016
45.50%2015
2015
-13.42%2014
2014
-10.66%2013
2013
79.7%0%-79.7%
Keskustelut
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
20 pv
𝗛𝗼𝘄 $MELI (MercadoLibre Inc) 𝗶𝘀 𝘄𝗶𝗻𝗻𝗶𝗻𝗴 𝗯𝘆 𝘁𝘂𝗿𝗻𝗶𝗻𝗴 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗶𝗻𝘁𝗼 𝗯𝗮𝗻𝗸𝗶𝗻𝗴 MercadoLibre keeps expanding beyond the marketplace. The company is using its commerce activity, payments data, credit card, logistics network, and advertising business to build a much larger... Näytä enemmän Käännä
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
2kk
𝗚𝗼𝗼𝗴𝗹𝗲 𝗜/𝗢 𝟮𝟬𝟮𝟲: 𝗦𝗲𝗮𝗿𝗰𝗵 𝗳𝗶𝗻𝗮𝗹𝗹𝘆 𝗵𝗮𝘀 𝗮 𝗰𝗹𝗲𝗮𝗿𝗲𝗿 𝗔𝗜 + 𝗮𝗱𝘀 𝗽𝗮𝘁𝗵 The most important part of Google I/O 2026 was not the number of AI announcements. It was that Google finally gave a more convincing answer to the biggest question around Alphabet: what happens to... Näytä enemmän Käännä
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
3kk
Innovating at Agentic AI speeds: The $NET (Cloudflare) case There was a time when a company launching a new platform meant one main product, a few integrations, and a long roadmap for everything else. That is no longer the case. Cloudflare's Agents Week in April was a good example. In a few days,... Näytä enemmän Käännä
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
4kk
Hi everyone. This has been a rough start to the year, and I know it has been frustrating to watch. March added more pressure to an already weak quarter, and my portfolio is now down 12.9% YTD. The drawdown is real, and I know many of you are feeling it. Even though in large part the cause was geopolitical... Näytä enemmän Käännä
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
5kk
Hi everyone. February has been a tough month, and I know it's frustrating to watch the portfolio slide. As usual, the main reason for this downturn is just uncertainty. Trade headlines are back in focus after a U.S. Supreme Court ruling on tariffs and the new temporary tariff announcement. On top... Näytä enemmän Käännä
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
5kk
Hi everyone. Last week was a tough one. We finished down as the broader tech sell-off hit the portfolio, and a few companies in our portfolio also pulled back after earnings. A big driver of the negative sentiment was the level of capex companies are investing in AI. Personally, I'm not worried,... Näytä enemmän Käännä
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
6kk
Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝗬𝗧𝗗: +1.27% 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝟮𝗬: +58.65% (Since Jan 2024) Hi everyone. This week, we head towards the most important week of the quarter, with my 2 largest holdings, Google and Amazon, reporting earnings. Last week, we also had large reports, including Apple and Microsoft.... Näytä enemmän Käännä
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
6kk
Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝗬𝗧𝗗: +1.66% 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝟮𝗬: +59.26% (Since Jan 2024) Hi everyone! We closed last week flat, but we're opening this week with a positive day at +1.15%, with Cloudflare leading today's earnings. The most important aspect to watch out for this week, is the... Näytä enemmän Käännä
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
6kk
Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝗬𝗧𝗗: +1.62% 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝟮𝗬: +59.2% (Since Jan 2024) Hi everyone. Today, US markets are closed due to Martin Luther King Jr. Day. However, we have several company updates to go through. 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 🔹 $NET (Cloudflare) announced two acquisitions:... Näytä enemmän Käännä
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
6kk
𝗔𝗽𝗽𝗹𝗲 𝗽𝗶𝗰𝗸𝘀 𝗚𝗲𝗺𝗶𝗻𝗶 𝘁𝗼 𝗳𝗶𝘅 𝗦𝗶𝗿𝗶 As a holder of both $AAPL (Apple) and $GOOG (Alphabet), I believe this as a mutually beneficial move. Siri has been Apple's soft spot for years, and the gap with popular LLMs has only been growing. The only reason why I'm still holding... Näytä enemmän Käännä

Tietoa Mariano Daniel Pardo
Malta
Strategia: Kasvu

Long-term investor focused on researching the company's products, services, and financials
Näytä pitkä esittely Käännä
3.3K Kopioijat
582.5K Seuraajat

Samankaltaiset kauppiaat

Äskettäin käyty kauppaa

MSFT
MSFT
Avattu•25/06/26, 16:29
▴11.87%
V/T
AMZN
AMZN
Avattu•22/06/26, 15:24
▴6.11%
V/T
AAPL
AAPL
Avattu•09/06/26, 14:33
▴13.92%
V/T
AMZN
AMZN
Avattu•03/06/26, 15:22
▴-1.12%
V/T
MSFT
MSFT
Avattu•02/06/26, 17:29
▴-11.27%
V/T