Level-Headed Investing

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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
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Introduction to Level-Headed Investing
 • Bernardo
The Intelligent Investor: Timeless Lessons and Their Modern Relevance
 • Bernardo
The Essential Guide to Value Investing: Insights from The Intelligent Investor
 • Bernardo
Dissecting the Income Statement: Analyzing Revenue, Costs, and Operating Income Trends
 • Bernardo
Stepping Beyond the Blog: My First Live Presentation Experience
 • Bernardo
Compounders: The Key to Long-Term Investment Success
 • Bernardo
From Search to AI Supremacy: Sundar Pichai on Google's Next Decade
Sundar Pichai, CEO of Google, discusses AI-first strategy, regulatory pressures, and the decade ahead for the tech giant
 • 
Bernardo
Alphabet Inc. (Google): AI Leadership and Regulatory Risks
How Alphabet is adapting to AI competition and regulatory scrutiny while leveraging its strengths to sustain dominance
 • 
Bernardo
Alphabet Inc. (Google): A Comprehensive Analysis of Its Business and Investment Case
A deep dive into Alphabet's leadership, competitive advantages, financial strength, strategic growth plans and my investment thesis
 • 
Bernardo
Beyond Core Operations: Understanding Non-Operating Activities, Interest Expense and Tax Obligations
Exploring the layers of non-operating income & expense, the burden of interest provisions and the effects of corporate income tax obligations on a…
 • 
Bernardo
Dissecting the Income Statement: Analyzing Revenue, Costs, and Operating Income Trends
Exploring revenue growth, gross profit, operating efficiency, and the red flags in a company's income statement
 • 
Bernardo
Financial Statements: Building Blocks for Level-Headed Investing
Understanding the key financial reports companies publish and how they help level-headed investors to evaluate investments
 • 
Bernardo
Stepping Beyond the Blog: My First Live Presentation Experience
The impact and rewards of speaking about finance beyond my inner circle
 • 
Bernardo
Compounders: The Key to Long-Term Investment Success
Exploring the characteristics and real-world examples of compounding machines
 • 
Bernardo
Tech-Driven Value: How Technology Companies Fit in Today’s Investment Strategy
Why the old boundaries between technology and traditional sectors no longer hold: a value investor's opportunity
 • 
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.

Level-Headed Investing

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