Level-Headed Investing

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February 2025

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
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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
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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
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Bernardo
The Wisdom of Howard Marks: Risk, Cycles, and Contrarian Thinking
Lessons for lasting investing success from a remarkable investment thinker
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Bernardo

January 2025

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?
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Bernardo
The Cost of Hesitation: Lessons From Errors of Omission, Sunk Cost Fallacy, and Opportunity Cost
Reflections on mistakes that shaped my investment philosophy
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Bernardo
Volatility Isn't Risk: Lessons in Temperament and Conviction
How to view market swings as opportunities, not threats
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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
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Bernardo
2024 in Review: A Year of Transformation and High-Conviction Investing
Reflecting on portfolio restructuring, performance, launching a newsletter, and future goals
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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
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Bernardo

December 2024

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