Mariano Daniel Pardo
Mariano Daniel Pardo @MarianoPardo

Performance
All

19.40%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%
Mariano Daniel Pardo
๐—ช๐—ฎ๐˜†๐—บ๐—ผ ๐—ถ๐˜€ ๐—บ๐—ฎ๐—ธ๐—ถ๐—ป๐—ด ๐—ฟ๐—ผ๐—ฏ๐—ผ๐˜๐—ฎ๐˜…๐—ถ๐˜€ ๐—บ๐˜‚๐—ฐ๐—ต ๐—ฐ๐—ต๐—ฒ๐—ฎ๐—ฝ๐—ฒ๐—ฟ ๐˜๐—ผ ๐˜€๐—ฐ๐—ฎ๐—น๐—ฒ Waymoโ€™s sixth-generation Driver may have reduced autonomous hardware costs ๐—ณ๐—ฟ๐—ผ๐—บ ๐—ฎ๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ $๐Ÿญ๐Ÿญ๐Ÿฑ,๐Ÿฌ๐Ÿฌ๐Ÿฌ ๐˜๐—ผ ๐—ฎ๐—ฝ๐—ฝ๐—ฟ๐—ผ๐˜…๐—ถ๐—บ๐—ฎ๐˜๐—ฒ๐—น๐˜† $๐Ÿฎ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ ๐—ฝ๐—ฒ๐—ฟ ๐˜ƒ๐—ฒ๐—ต๐—ถ๐—ฐ๐—น๐—ฒ. These are external estimates,... Show More
Mariano Daniel Pardo
๐—ช๐—ต๐˜† ๐—œ ๐˜€๐˜๐—ฎ๐—ฟ๐˜๐—ฒ๐—ฑ ๐—ฏ๐˜‚๐˜†๐—ถ๐—ป๐—ด ๐— ๐—ฒ๐˜๐—ฎ ๐—ฎ๐˜ ๐Ÿญ๐Ÿต๐˜… ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—ฒ๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ $META (Meta Platforms Inc) trades at roughly 22 times trailing earnings and 19 times consensus 2026 earnings, despite revenue growing 28% in the latest quarter. The market is too focused on the cost... Show More
Mariano Daniel Pardo
๐—š๐—ผ๐—ผ๐—ด๐—น๐—ฒโ€™๐˜€ ๐—ฐ๐—ฎ๐—ฝ๐—ฒ๐˜… ๐—ถ๐˜€ ๐—ฟ๐—ถ๐˜€๐—ถ๐—ป๐—ด ๐—ฏ๐—ฒ๐—ฐ๐—ฎ๐˜‚๐˜€๐—ฒ ๐—ฑ๐—ฒ๐—บ๐—ฎ๐—ป๐—ฑ ๐—ถ๐˜€ ๐—ฟ๐—ถ๐˜€๐—ถ๐—ป๐—ด ๐—ณ๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ $GOOG (Alphabet) fell 7.1% after reporting Q2 this Thursday. I believe the size of the reaction makes little sense when compared with what the company actually reported. The market focused on higher... Show More
Mariano Daniel Pardo
๐—›๐—ผ๐˜„ $MELI (MercadoLibre Inc) ๐—ถ๐˜€ ๐˜„๐—ถ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ฏ๐˜† ๐˜๐˜‚๐—ฟ๐—ป๐—ถ๐—ป๐—ด ๐—ฐ๐—ผ๐—บ๐—บ๐—ฒ๐—ฟ๐—ฐ๐—ฒ ๐—ถ๐—ป๐˜๐—ผ ๐—ฏ๐—ฎ๐—ป๐—ธ๐—ถ๐—ป๐—ด 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... Show More
Mariano Daniel Pardo
๐—š๐—ผ๐—ผ๐—ด๐—น๐—ฒ ๐—œ/๐—ข ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ: ๐—ฆ๐—ฒ๐—ฎ๐—ฟ๐—ฐ๐—ต ๐—ณ๐—ถ๐—ป๐—ฎ๐—น๐—น๐˜† ๐—ต๐—ฎ๐˜€ ๐—ฎ ๐—ฐ๐—น๐—ฒ๐—ฎ๐—ฟ๐—ฒ๐—ฟ ๐—”๐—œ + ๐—ฎ๐—ฑ๐˜€ ๐—ฝ๐—ฎ๐˜๐—ต 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... Show More
Mariano Daniel Pardo
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,... Show More
Mariano Daniel Pardo
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... Show More
Mariano Daniel Pardo
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... Show More
Mariano Daniel Pardo
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,... Show More
Mariano Daniel Pardo
Weekly Update ๐ŸŸข ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป ๐—ฌ๐—ง๐——: +1.27% ๐ŸŸข ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป ๐Ÿฎ๐—ฌ: +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.... Show More

About Mariano Daniel Pardo
Malta
Strategy: Growth

Long-term investor focused on researching the company's products, services, and financials
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