Mariano Daniel Pardo @MarianoPardo

Mariano Daniel Pardo@MarianoPardo

Performance
0% Rendement
Tout

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

2014

2013

79.7%0%-79.7%

Rendement depuis le début de l'année 3.21%

Rendement 2A 81.95%

Moyenne de score de risque (7 derniers jours)

Semaines rentables 54.55%

@MarianoPardo

Malte

Il y a 8 jours

My fourth largest holding, $NET (Cloudflare), is up 10% in pre-market after reporting earnings. It not only delivered strong top-line growth, but it also landed its largest contract in its history, worth $100 million. Revenue growth accelerated, and the business expanded free cash flow and sustained... Afficher plus Traduction

@MarianoPardo

Malte

Il y a 9 jours

One of my favorite companies, $MELI (MercadoLibre), is up 8% in pre-market after delivering strong earnings across both its commerce and fintech businesses. The company posted double-digit growth in key metrics and showed no signs of slowing down in its core markets. On top of the growth they shown... Afficher plus Traduction

@MarianoPardo

Malte

Il y a 16 jours

My second biggest position, $MSFT (Microsoft), is up 7% in premarket after reporting their earnings release, showing continued momentum across its cloud and AI businesses. I talked a lot about Google on my latest articles, but Microsoft is also at the front of the race. With cloud and AI adoption accelerating... Afficher plus Traduction

@MarianoPardo

Malte

Il y a 22 jours

My biggest holding, $GOOG (Alphabet), is up 5% premarket after reporting double-digit growth in Search, YouTube ads, subscriptions, and Cloud. As I explained on my previous posts, I believe AI is set to significantly increase the need for cloud computing and AI services, and Google is one of the companies... Afficher plus Traduction

@MarianoPardo

Malte

Il y a 24 jours

𝗪𝗵𝘆 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁𝘀 𝘄𝗶𝗹𝗹 𝗺𝗮𝗸𝗲 𝗰𝗹𝗼𝘂𝗱 𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 𝗱𝗲𝗺𝗮𝗻𝗱 𝗴𝗼 𝗽𝗮𝗿𝗮𝗯𝗼𝗹𝗶𝗰 AI applications are extremely resource-intensive. Especially as we move from just simple generative AI inference to full agentic workflows. As the technology advances, businesses will be increasingly... Afficher plus Traduction

@MarianoPardo

Malte

Il y a un mois

I know days like today can feel unsettling and even overwhelming, and many may be tempted to sell and come back once there is more clarity. However, historically, markets start recovering much faster than the issues that caused the crashes and way before positive news starts appearing. A great example... Afficher plus Traduction

@MarianoPardo

Malte

Il y a un mois

𝗠𝘆 𝘁𝗵𝗲𝘀𝗶𝘀 𝗼𝗻 𝘄𝗵𝘆 𝗺𝗼𝘀𝘁 𝗕𝗶𝗴-𝗧𝗲𝗰𝗵 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 𝘁𝗼 𝘁𝗮𝗿𝗶𝗳𝗳𝘀 While I believe tariffs will have negative effects in the global and U.S. economy, not all companies will be affected in the same way, and I believe there can be long-term opportunities... Afficher plus Traduction

@MarianoPardo

Malte

Il y a 2 mois

Markets took a sharp dive today, and it's natural to feel uneasy during days like this. We're seeing volatility mainly due to escalating trade tensions and concerns about the impact of Trump's policies on the U.S. economy. 𝗕𝘂𝘁 𝗥𝗲𝗺𝗲𝗺𝗯𝗲𝗿: Markets tend to overreact on uncertainty. Do... Afficher plus Traduction

@MarianoPardo

Malte

Il y a 2 mois

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗮 𝗗𝗼𝘄𝗻 𝗠𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗔𝗵𝗲𝗮𝗱 Hi everyone, I understand that this past week has been tough for the markets, so I want to take a moment to share how I manage my portfolio during downturns and outline my investment strategy... Afficher plus Traduction

@MarianoPardo

Malte

Il y a 3 mois

Modifié

$MELI (MercadoLibre) is up 9% after reporting earnings. Here is my analysis of the report, and why I think the company can become the largest bank in Latin America: The company is working on getting a bank license in Argentina, either by completing the formal process or by buying an institution that... Afficher plus Traduction