Guido Frigieri
Guido Frigieri @GuidoFrigieri

Performance
All

24.44%2025
2025
37.88%2024
2024
34.05%2023
2023
-25.66%2022
2022
-9.39%2021
2021
37.9%0%-37.9%
Discussions
Guido Frigieri
Italy
11d
$AMZN (Amazon.com Inc) Q3 2025 📦 "AWS is growing at a pace we haven't seen since 2022, re-accelerating to 20.2% YoY" - Andy Jassy Revenue +13% *AWS +20% *Online Stores +10% *Physical Stores +7% *Third Party Sellers +12% *Subscriptions +11% *Advertising +24% EBIT +0.1% *margin 9.7% (11.0) EPS... Show More
Guido Frigieri
Italy
11d
Edited
$AMZN (Amazon.com Inc) is my biggest position and the best economic moat at the moment Q3 2025 HighlightsAmazon reported revenue of $180.2 billion, a 13% year-over-year increase, beating analyst expectations of $177.8 billion. Earnings per share came in at $1.95, surpassing estimates and marking a... Show More
Guido Frigieri
Italy
2m
$MELI (MercadoLibre Inc) MercadoLibre revenue chart is ✨🦞💵 MercadoLibre, Inc. (NASDAQ: $MELI) is the leading online commerce and financial technology company in Latin America, operating across 18 countries with a vast ecosystem that includes its flagship Mercado Libre Marketplace, payments platform... Show More
Guido Frigieri
Italy
2m
$CRWD (Crowdstrike Holdings) ’s moat is the platform flywheel: customers don’t just land, they expand. Latest disclosures show 47% use >6 modules, 31% use >7, 20% use >8, up and to the right. That expansion power fuels 115% dollar based NRR and $4.44B ARR (+22% YoY) with $1M+ ARR customers... Show More
Guido Frigieri
Italy
2m
$CRWD (Crowdstrike Holdings) Revenue for Q2 came in at 1.17 billion, up 21% year-over-year, slightly ahead of expectations. More importantly, Annual Recurring Revenue or ARR grew 20% to 4.66 billion, with 221.1 million in net new ARR added during the quarter.
Guido Frigieri
Italy
2m
Over the past year, my portfolio has delivered a return of +58.84%, with a cumulative +105.14% over the last two years. During this period I have focused on refining my investment technique (before it was really unstructured) by concentrating exclusively on companies with a strong economic moat—those... Show More
Guido Frigieri
Italy
2m
Edited
Here is an update on my eToro portfolio as of August 29, 2025: $AXON (Axon Enterprise Inc) : +187.91% P/L $NET (Cloudflare) : +116.46% P/L $SHOP (Shopify Inc.) : +108.07% P/L $MELI (MercadoLibre Inc) : +55.78% P/L $CRWD (Crowdstrike Holdings) : +42.04% P/L $AMZN (Amazon.com Inc) : +31.99%... Show More
Guido Frigieri
Italy
3m
Edited
Hi everyone I'm Guido Frigieri, Founder, Investor and Technology Partner Performance (Since Jan 2023): +131% Profit I invest in high-quality tech companies with durable competitive advantages that the market underestimates. My focus is on businesses with scalable models (SaaS, e-commerce, platforms),... Show More

About Guido Frigieri
Italy
Strategy: Growth

Tech Partner, Founder, Innovation Analyst Performance (Since Jan 2023): +131% Profit
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