Mariano Daniel Pardo
Mariano Daniel Pardo@MarianoPardo

Desempenho
Tudo

13.49%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%
Topo
Mariano Daniel Pardo
$JPM (JPMorgan Chase & Co) and $C (Citigroup) reported earnings this morning! The headline numbers suggest resilient top-line momentum even as both management teams keep a close eye on credit quality and costs. JPMorgan posted net income of $15 billion, or $5.24 per share, for a return on tangible... Mostrar mais Traduzir
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Mariano Daniel Pardo
Editado
Hi everyone! Welcome to my weekly update: 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 I opened a 1.1% position in $AXP (American Express CO) and reduced my exposure to Visa and Mastercard, keeping both below 1.2% for now. My long-term view on the networks is still positive, but the growing share of account-to-account... Mostrar mais Traduzir
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Mariano Daniel Pardo
$CRM (Salesforce Inc) is going all-in in AI, and it's winning. Salesforce is entering what I consider to be its most important product cycle since the company popularised cloud-delivered CRM 25 years ago. After a deliberate 2-year focus on efficiency and margin expansion, management is now directing... Mostrar mais Traduzir
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Mariano Daniel Pardo
Editado
Weekly Update and June Factsheet Hi everyone! Last week was shortened by the 4th of July holiday but still offered some corporate and macro developments. 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 I opened a 1.1% position in $NVO. After a sharp pull-back linked to launch-execution issues, Novo still leads the... Mostrar mais Traduzir
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Mariano Daniel Pardo
What a 4-Days Prime Day Means for $AMZN (Amazon.com Inc) Future Prime Day has come a long way since its launch in 2015, and this year's four-day edition on 8-11 July looks set to be the most ambitious yet. The event feeds all Amazon's growth engines: retail scale, Prime membership expansion,... Mostrar mais Traduzir
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Mariano Daniel Pardo
Weekly Update Hi everyone! Last week brought new record highs for the S&P 500, the Nasdaq, and my portfolio. We also got positive earnings reports from Micron and Nike. 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 I exited my Nike positions after the shares spiked roughly 15% after its fiscal-Q4 report. After... Mostrar mais Traduzir
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Mariano Daniel Pardo
How Mercado Banco will unlock the next decade of growth for MercadoLibre Last month, $MELI (MercadoLibre) applied for a banking license in Argentina, with the "Mercado Banco" name. I believe this will be one of MercadoLibre's most transformative moves yet. The company is well known for... Mostrar mais Traduzir
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Mariano Daniel Pardo
Weekly Update Hi everyone! Last week brought a mix of policy clarity and corporate progress without any impact to my portfolio long-term thesis. 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 I sold all my Couchbase positions after the company agreed to be acquired by private equity firm Haveli for $1.5B. The stock... Mostrar mais Traduzir
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Mariano Daniel Pardo
$AMD (Advanced Micro Devices Inc) is Catching Up on AI - A Long-Term Opportunity: Just in 2024, AMD increased its AI revenue 10x, reaching $5 billion. However, I believe this was just the beginning. Last week, AMD revealed a series of new products during their Advancing AI conference design to strengthen... Mostrar mais Traduzir
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Mariano Daniel Pardo
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗿𝗲𝗮𝗰𝘁 𝘁𝗼 𝗠𝗶𝗱𝗱𝗹𝗲 𝗘𝗮𝘀𝘁 𝘁𝗲𝗻𝘀𝗶𝗼𝗻𝘀, 𝗯𝘂𝘁 𝗵𝗶𝘀𝘁𝗼𝗿𝘆 𝘀𝗵𝗼𝘄𝘀 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 Today, global markets are experiencing significant volatility following Israel's airstrikes on Iranian nuclear and military sites. This has caused $OIL (Oil (Non Expiry))... Mostrar mais Traduzir
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Sobre MarianoPardo
Malta
Estratégia: Crescimento

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