Mariano Daniel Pardo
Mariano Daniel Pardo @MarianoPardo

Resultat
Alla

12.64%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%
Diskussioner
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
17 d
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,... Visa mer Översätt
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
2 mån
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... Visa mer Översätt
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
3 mån
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... Visa mer Översätt
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
3 mån
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,... Visa mer Översätt
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
3 mån
Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝗬𝗧𝗗: +1.27% 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝟮𝗬: +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.... Visa mer Översätt
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
4 mån
Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝗬𝗧𝗗: +1.66% 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝟮𝗬: +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... Visa mer Översätt
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
4 mån
Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝗬𝗧𝗗: +1.62% 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝟮𝗬: +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. 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 🔹 $NET (Cloudflare) announced two acquisitions:... Visa mer Översätt
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
4 mån
𝗔𝗽𝗽𝗹𝗲 𝗽𝗶𝗰𝗸𝘀 𝗚𝗲𝗺𝗶𝗻𝗶 𝘁𝗼 𝗳𝗶𝘅 𝗦𝗶𝗿𝗶 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... Visa mer Översätt
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
4 mån
Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝗬𝗧𝗗: +2.86% 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝟮𝗬: +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... Visa mer Översätt
Mariano Daniel Pardo
Mariano Daniel Pardo
Malta
4 mån
Weekly Update 🟢 𝗥𝗲𝘁𝘂𝗿𝗻 𝟮𝟬𝟮𝟱: +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. 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 🔹... Visa mer Översätt

Om Mariano Daniel Pardo
Malta
Strategi: Tillväxt

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