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Amazon's Q2 2025 Results: Still Early at $123B AWS Run Rate

Re-acceleration across Retail and Ads, AWS demand locked in, and CapEx as a feature, not a bug
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High Conviction, High Returns: Inside Bill Ackman's Pershing Square Holdings Portfolio
Two decades of lessons from Bill Ackman's focused, conviction-driven investment strategy
 • 
Bernardo
Evolution AB's Q1 2025: Navigating Challenges for Sustainable Growth
A review of Evolution AB's Q1 2025 slowdown and why it may be temporary
 • 
Bernardo
Tariffs and the Trade War Sell-off: A Case of Conviction and Disciplined Investing
Echoes of 2008, 2020, and every panic before; history doesn't repeat, but it rhymes
 • 
Bernardo
Laying the Tracks of the Digital Economy: The AI & Cloud Infrastructure Boom
A historical parallel between the industrial railroad boom and the AI & cloud infrastructure expansion shaping the next digital century
 • 
Bernardo
Living Richer, Wiser, and Happier: Key Lessons from Legendary Investors
How the world's greatest investors win in markets and life
 • 
Bernardo

Portfolio

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Amazon's Q2 2025 Results: Still Early at $123B AWS Run Rate
Re-acceleration across Retail and Ads, AWS demand locked in, and CapEx as a feature, not a bug
 • 
Bernardo
Evolution AB's Q1 2025: Navigating Challenges for Sustainable Growth
A review of Evolution AB's Q1 2025 slowdown and why it may be temporary
 • 
Bernardo
Laying the Tracks of the Digital Economy: The AI & Cloud Infrastructure Boom
A historical parallel between the industrial railroad boom and the AI & cloud infrastructure expansion shaping the next digital century
 • 
Bernardo
Brookfield Corporation's Q4 2024 Results and 5-Year Outlook: A Record Year For a Steady Compounder
A global investment powerhouse with strong insider alignment and its growth trajectory
 • 
Bernardo
Amazon's Q4 2024 Earnings and 2025 Outlook: Strong Results, Big Investments, and Future Growth
Why Amazon remains my top holding amid market skepticism
 • 
Bernardo
2024 in Review: A Year of Transformation and High-Conviction Investing
Reflecting on portfolio restructuring, performance, launching a newsletter, and future goals
 • 
Bernardo
Level-Headed Investing
Level-Headed Investing
I share my personal journey through the ups and downs of investing: my decisions, mistakes, and lessons learned. With a focus on long-term, disciplined investing, the goal is to provide thoughtful insights and real-world experience.
Top posts
Alphabet Inc. (Google): A Comprehensive Analysis of Its Business and Investment Case
 • Bernardo
Amazon's Q4 2024 Earnings and 2025 Outlook: Strong Results, Big Investments, and Future Growth
 • Bernardo
Evolution AB's Q1 2025: Navigating Challenges for Sustainable Growth
 • Bernardo
Brookfield Corporation's Q4 2024 Results and 5-Year Outlook: A Record Year For a Steady Compounder
 • Bernardo
Alphabet Inc. (Google): AI Leadership and Regulatory Risks
 • Bernardo
Brookfield Corporation's Q4 2024 Results and 5-Year Outlook: A Record Year For a Steady Compounder
A global investment powerhouse with strong insider alignment and its growth trajectory
 • 
Bernardo
Amazon's Q4 2024 Earnings and 2025 Outlook: Strong Results, Big Investments, and Future Growth
Why Amazon remains my top holding amid market skepticism
 • 
Bernardo
Tariffs, Trade Wars, and Impact on Markets: The Fallout from Trump's Economic Policy
Evaluating my Canadian investments, their risks and opportunities in an era of protectionist trade policies
 • 
Bernardo
The Wisdom of Howard Marks: Risk, Cycles, and Contrarian Thinking
Lessons for lasting investing success from a remarkable investment thinker
 • 
Bernardo
Active Investing in a Passive World: Reflections on Terry Smith's 2024 Letter
Can Fundsmith's "Buy, Don't Overpay, Do Nothing" strategy keep up?
 • 
Bernardo
The Cost of Hesitation: Lessons From Errors of Omission, Sunk Cost Fallacy, and Opportunity Cost
Reflections on mistakes that shaped my investment philosophy
 • 
Bernardo
Volatility Isn't Risk: Lessons in Temperament and Conviction
How to view market swings as opportunities, not threats
 • 
Bernardo
Why "Top Stocks for Next Year" Lists Are Misleading And What Actually Builds Wealth
Building lasting wealth by patiently investing in businesses, not headlines
 • 
Bernardo
2024 in Review: A Year of Transformation and High-Conviction Investing
Reflecting on portfolio restructuring, performance, launching a newsletter, and future goals
 • 
Bernardo
Recommendations
Baiguan - China Insights, Data, Context
Baiguan - China Insights, Data, Context
Baiguan
Schwar Capital
Schwar Capital
Schwar Capital
Capitalist Letters
Capitalist Letters
Oguz Erkan
Market Sentiment
Market Sentiment
Market Sentiment
How They Make Money
How They Make Money
App Economy Insights
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