Mariano Daniel Pardo
Mariano Daniel Pardo @MarianoPardo

Performance
All

1.31%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%
Discussions
Mariano Daniel Pardo
Malta
17d
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
Malta
2m
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
Malta
2m
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
Malta
2m
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
Mariano Daniel Pardo
Malta
3m
Weekly Update ๐ŸŸข ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป ๐—ฌ๐—ง๐——: +1.66% ๐ŸŸข ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป ๐Ÿฎ๐—ฌ: +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... Show More
Mariano Daniel Pardo
Malta
3m
Weekly Update ๐ŸŸข ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป ๐—ฌ๐—ง๐——: +1.62% ๐ŸŸข ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป ๐Ÿฎ๐—ฌ: +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. ๐—–๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜† ๐—ต๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€ ๐Ÿ”น $NET (Cloudflare) announced two acquisitions:... Show More
Mariano Daniel Pardo
Malta
3m
๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฝ๐—ถ๐—ฐ๐—ธ๐˜€ ๐—š๐—ฒ๐—บ๐—ถ๐—ป๐—ถ ๐˜๐—ผ ๐—ณ๐—ถ๐˜… ๐—ฆ๐—ถ๐—ฟ๐—ถ 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... Show More
Mariano Daniel Pardo
Malta
3m
Weekly Update ๐ŸŸข ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป ๐—ฌ๐—ง๐——: +2.86% ๐ŸŸข ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป ๐Ÿฎ๐—ฌ: +61.14% (Since Jan 2024) Hi everyone. While the core topic of this week was around CES and all the innovation seen there, we're also seeing how Google and Microsoft move into AI-commerce, a market that can be many times more profitable... Show More
Mariano Daniel Pardo
Malta
3m
Weekly Update ๐ŸŸข ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ: +37.5% Hi everyone, happy new year. We had a red last week of the year, but today we reversed it with a strong day. This week, I will put special attention on the Consumer Electronics Show (CES) and the upcoming labor data. ๐—–๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜† ๐—ต๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€ ๐Ÿ”น... Show More
Mariano Daniel Pardo
Malta
4m
As 2025 comes to an end, I want to thank everyone who followed, copied, messaged me, or simply took the time to read my updates. I really appreciate the trust and the constructive conversations throughout the year. I will keep doing the same thing in 2026: staying long-term focused, deeply researching... 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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581.5K Followers

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