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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
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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
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

Portfolio

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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
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
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
Brookfield Corporation's Q4 2024 Results and 5-Year Outlook: A Record Year For a Steady Compounder
 • Bernardo
Introduction to Level-Headed Investing
 • Bernardo
Alphabet Inc. (Google): AI Leadership and Regulatory Risks
 • 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
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
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