Marcelo P. Lima @MarceloPLima
Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw memosbyhh.com Miami, FL Joined May 2009-
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These regulations and bureaucracy mean we all live in an absurd Franz Kafka novel today
These regulations and bureaucracy mean we all live in an absurd Franz Kafka novel today
Apparently Brian's gonna drop $0.24
Bloomberg has a dividend ex date for $AMZN 👀
@Rothmus Yes, inflation causes prices to rise, but not value, so it amplifies the capital gains tax. This applies to everyone who owns a house. Even if your house value is the same when adjusted for inflation, you will still pay a capital gains tax even when there is not a true gain.
Babylon Bee needs to parody this
$TSLA shorts are now specifically betting against FSD
I have an idea
Why isn’t olive oil more popular in beauty regimens in the west? It’s totally Lindy.
These go so hard.
Several remarkable bits in this $NOW call, one which was that they had 1 million job applicants last year (23k total employees). And then this: "I'm curious how you're looking at the onboarding of talent into the ServiceNow ecosystem because we're being told that the demand…
We created a daily-updating index that tracks aggregate LTM revenue growth for all global public companies, weighted by USD revenue 1-year ago. The growth slowdown is quite striking...
Chris Bedi at $NOW on Gen AI use cases
If this is true, then $CRM should see high sales efficiency itself, right?
The $NOW "Pro Plus" SKU with Gen AI has had the fastest product adoption of any ServiceNow SKU ever for the second quarter in a row. Yeah there's a lot of AI hype but the product must be doing something useful as enterprise customers aren't stupid.
Nestle stock back to Covid lows. Staples ain't what they used to be.
$NOW generated almost $1 billion of GAAP EBIT on invested capital of just over $3 billion
‘Windows Has Recovered From An Unexpected Shutdown,’ Says Biden In Powerful Speech buff.ly/2G6MMQU
$TSLA ROIC is way down as invested capital has ramped as EBIT has shrunk. Profit / car peaked at almost $10k and is now at $4.5k (TTM basis).
When people say that the economy is super strong, please understand… We are running a HISTORIC deficit. 6.2% of GDP. Never seen before outside of WW2, the GFC or Covid. If we weren’t running crisis level deficits and balanced the budget, or even got close, GDP would collapse.
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Daniel S. Loeb @DanielSLoeb1
124K Followers 991 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Thomas Chua @SteadyCompound
74K Followers 327 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Dante @SeishenWizard
2 Followers 975 Following
Omar Ahmed @omarahm77228774
3 Followers 38 Following
Přemek Bouška @PremekB
187 Followers 614 Following Příležitostný řezbář se zájmem o makro fotografií. F*ck you Putin
Barry conway @barryaconway
46 Followers 352 Following
alex dc @Alek_dc
451 Followers 1K Following Product Marketing guy 🇺🇸 🇫🇷 • building @dsflow_io - Energy portfolio Management SaaS
Instagram @Instagram8X
63 Followers 130 Following
Michal @Michal454198
125 Followers 410 Following
🇮🇳143❤️❤�.. @P143143143v
17 Followers 3K Following I am not into any political, personal, global wars , conflicts with anyone ❤️❤️❤️❤️❤️❤️ Indian 🇮🇳fan of modiji 😊😊
Juraj Hanusovsky @jhanuso
12 Followers 444 Following
SNChan @hisiungok
99 Followers 648 Following
Chٱ¢Ø @just_chico
431 Followers 446 Following I just come on here to talk to myself if you read it that's on you 🥢
Paul @tesla_uncoiled
129 Followers 5K Following views are my own. libertarian leaning. Who is John Galt?
Connor @StorageandSolar
273 Followers 2K Following I like self-storage, clean energy generation/storage, small-bay industrial, undervalued public companies, college sports, and borussia dortmund
freedmonster @fmonster25
15 Followers 498 Following proud patriarch to the monster, meatball and taz. co-GM with roommate. excited to one day change my bio to include hole in one info. stage name is Free D.
Pat Shah @patshah
491 Followers 639 Following Global Head of Content Acquisition, Strategy & Development @ Audible
Renil P R @Green_Witch_ON
47 Followers 54 Following
Vrindavan Sanap @vrndvn1
62 Followers 840 Following
annicc @AnniccB
1K Followers 1K Following A truly strong person doesn't spend too much time trying to please and cling to others. The so-called circles and resources are just derivatives.
me @peacejades
195 Followers 5K Following
Eric Preston @ericprestonETH
771 Followers 5K Following Attorney | MBA | Software Dev | Crypto/Finance Nerd | Powered by AI {{not legal/financial advice}}
. @absurdistist
351 Followers 5K Following
Javier Carvajal G. @jcarvajal2011
275 Followers 1K Following
Ron Adler @ronadler
498 Followers 3K Following Family man, learner, investor & geek. Focused on Growth. Opinions = mine.
B.Hart77 @Hart77B
56 Followers 95 Following
Cristian @CristianBnz
65 Followers 664 Following
Rolex @erolex_r
5K Followers 5K Following Global Citizen| Sr MEL Specialist |#Methodologist | Master in Public Policy | Alum @FulBrightPrgrm | Alum @GlobalUgradWL
Jaja @Jajalookaround
39 Followers 251 Following
Aitor torrellas @TorrellasA2952
4 Followers 13 Following
SRB @123SRB
120 Followers 1K Following
Ahmed Shafi @AmmedShafi
98 Followers 5K Following
Nicholas Kanavos @realkanavos
107 Followers 413 Following
Joe Olashugba @JoeOlashugba
4K Followers 206 Following Macro enthusiast | Removing the difficulty in understanding fundamentals ✍🏾
BuyTheDip @stockflash46
89 Followers 234 Following
Nic Fiore @NicFiore10
91 Followers 267 Following
2daMoon @Hedgedin_Aruba
837 Followers 5K Following Macro Addict, Oil & Gas, Uranium, Copper, Fertilizer, Gold & Silver, Met Coal, #bitcoin, Energy is life, Miami Dolphins #finsup
m @MattHendle56736
90 Followers 127 Following
Anni @anni_sen
309 Followers 117 Following Engineer @Apple, investor, tennis player, #JohnsHopkins alumni, proud mom
Utham Reddy @uthamsu11
18 Followers 247 Following
A.J. Sanderson @AJSanderson3
219 Followers 546 Following
Liam Smith @liamjsmith97
94 Followers 340 Following
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Quartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Daniel S. Loeb @DanielSLoeb1
124K Followers 991 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Long Equity @long_equity
50K Followers 141 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Dan Sutton @DSutton1986
12K Followers 3K Following Founder/CEO at Stealth - Hydrogen and Synfuel. The best way to predict the future is to build it. #deeptech
Bojan Tunguz @tunguz
187K Followers 8K Following Machine Learning ex Nvidia. Kaggle Quadruple Grandmaster. Data Scientist. Physicist. Catholic. Husband. Father. Stanford Alum. e/xgb. XGBoost.eth. AMDG.
TBU @typesslowly
39 Followers 276 Following
Conch Shell Capital @TMTMoats
4K Followers 129 Following I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 15+ years. All Views/Opinions are not Investment Advice.
Marcel van Hattem @marcelvanhattem
1.0M Followers 2K Following 🔸 Cientista político e jornalista 🔸 Deputado federal reeleito com 256.913 votos (NOVO-RS)
Cabana Boy 🌴 @Alkibiades_
13K Followers 761 Following 6'6; A20; Handsome Straussian; The Bachelorette S17
Paril Jain @pariljain
7K Followers 897 Following AI x 🤖 @Tesla | Head of Planning. Building the 🧠 that will power millions of robotaxis
Nikolas Ferreira @nikolas_dm
3.6M Followers 441 Following - Dep. Federal mais votado do Brasil e da história de Minas Gerais 🇧🇷 - Most voted congressman in Brazil & in the history of Minas Gerais. 🇺🇸
Skeptical Tsar 🤍�.. @SkepticalTsar
385 Followers 733 Following Not advice. Predominantly here to learn.
Wild West Capital @BuffaloBillCo
4K Followers 893 Following In the long run - we’re all dead. Do you see the cat?
Amend and Pretend @amendandpretend
2K Followers 2K Following Everybody acting tough when they up. Everybody acting tough.
CoupDeFire | ILLICITS.. @CoupDeToe
1K Followers 5K Following $BTI $PM $MO | The great re-nicotinization experiment is upon us! RRPs have reignited the world's repressed desire for nicotine. 🤯✌️COUP & THE NICO FACTORY
Lord Darlington @LordDarlington5
856 Followers 2K Following Long-term Investor. Owner of Darlington Hall. Pheasant hunter. History buff. Classic films. 🇺🇸🇰🇾🇬🇧
𝐒𝐫𝐢𝐧𝐢�.. @SrinivasR1729
24K Followers 1K Following 𝐌𝐚𝐭𝐡𝐞𝐦𝐚𝐭𝐢𝐜𝐢𝐚𝐧 {coder},Vedic | Science Writer @Medium @SwarajyaM | (Dr. Abdul Kalam National Awardee) 𝗔𝘀𝗽𝗶𝗿𝗶𝗻𝗴 𝗗𝗮𝘁𝗮 𝘀𝗰𝗶𝗲𝗻𝘁𝗶𝘀𝘁
Rational Aussie @rationalaussie
16K Followers 6K Following Insights into the economy and Australia's Property Ponzi Scheme. Freelance software engineer - DM if you want something built. #Bitcoin
JabroniCoin.USD @TheBenSchmark
4K Followers 1K Following Time Magazine Person of the Year 2006. Puns, snark, science, financial history, trivia, scams, charlatans, nonsense. Personal account. Not investment advice.
kab60 @kab604
1K Followers 1K Following I like stocks that go up. Change my mind quickly. Try not to do dumb shit.
Dave W Plummer @davepl1968
46K Followers 59 Following Hi! I'm Dave Plummer. You might remember me from such Windows components as Task Manager, Windows Pinball, Calc, ZIPFolders, Product Activation, etc. Cheers!
~~datahazard~~ @fentasyl
97K Followers 299 Following ~~ Stats ~~ Civil Rights ~~ Victim Advocate ~~ ~~ ~~ eth: 0xfFFfFfFfFF4bf6A4F2217d6250754B5e937819cb
Gad Saad @GadSaad
874K Followers 386 Following Professor, Evolutionary Behavioral Scientist, Author. Opinions are mine alone. Retweets do not necessarily imply an endorsement.
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
i/o @eyeslasho
144K Followers 249 Following Independent and data-driven. Cognitive-decoupling radical centrist. Monitoring hyperpartisan thinking, blank slatism, culture and culture wars, and race.
Asianometry @asianometry
11K Followers 127 Following My name is Jon and I run the Asianometry YouTube channel. You can email me at [email protected]
Hyperstition, Inc @hyperstition_x
4K Followers 1 Following The future is forged by the hammer of cognition against the anvil of creation.
Rohin Dhar @rohindhar
81K Followers 415 Following Vacation rental investor & proprietor of fine Airbnbs in Sonoma, Kauai, Taos, Mt Hood, Yosemite, Asheville. On the hunt for interesting real estate.
Neal Wu @WuNeal
15K Followers 390 Following Building @cognition_labs. Previously @tryramp, @GoogleBrain, @Harvard, competitive programming (featured in @Wired). Created https://t.co/pihw5AGvbV.
Eric Gilliam @eric_is_weird
3K Followers 1K Following I write about how 20th C. R&D orgs operated and advise new R&D orgs @GoodSciProject | Formerly @Stanford I want to help people start historically great labs
TMT Breakout @heartbreakout
6K Followers 175 Following Tech Prop Trader | TMT Specialist | I write daily about everything that is moving Tech stocks that day | https://t.co/ZOuFklup34
Jeff Moore @ragnarisapirate
6K Followers 1K Following Proud TSA prechecker since ~2016… I talk gooder than I tweet. #ESG is stupid. Here mostly for for real estate and stonks.
Kevin Fischer — sou.. @KevinAFischer
12K Followers 793 Following Theoretical quantum physicist👨🔬 creating AI souls 💫 Founder @OpenSoulsPBC
Richard Behiel @RBehiel
8K Followers 161 Following Superconductor Metrology Engineer. Math & Physics YouTuber. All tweets are my own, not representing any organization or advertiser.
Ashley St. Clair @stclairashley
897K Followers 1K Following Occasionally funny. Author. Director. Press inquiries: Don't inquire
Bullfight Cap @BullfightCap
784 Followers 663 Following Long term tech bull but sometimes cynical bear
TechStockFundamentals @TechFundies
6K Followers 355 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Mike F. Pearson @mfpears
2K Followers 164 Following Physics (BYU), #Angular GDE, reactive programming, StateAdapt, Tesla, neural networks
Ben Shapiro @benshapiro
6.7M Followers 378 Following Daily Wire co-founder, host of @benshapiroshow, #1 NYT bestselling author, America’s #1 ex-rapper
near @nearcyan
45K Followers 883 Following https://t.co/IdaJwZJCXm partner @ https://t.co/9g1MIgjiqc dms open
Tobias @kingfishcap
1K Followers 776 Following Searching for positive expected value primarily on the ASX. Student. 21 years old. Newbie. Special situations.
Name Redacted @NameRedacted247
76K Followers 320 Following
macrofying @macrofying
22K Followers 20 Following 23 year old macro photographer from Germany. @macrofying on Instagram/TikTok/YouTube
Many cities—above all, Sparta—forbade the public consideration of philosophical problems, "on account of the jealousy and strife and profitless discussions" (says Athenaeus) "to which they give rise."
Amazing that a chip bricked in 46-yr-old Voyager I, preventing it from sending data, and NASA figured out how to split up and reallocate its functions to other hardware, sending code 15 billion miles away (45 hours round trip!)--and Voyager's back online. blogs.nasa.gov/voyager/2024/0…
1/ HOW GERMANS GET HYPNOTIZED BY RULES A tendency of Germans and especially their bureaucrats is a fixation with enforcing rules to the exclusion of common sense and (in certain eras) basic humanity. Wait for the 2 stingers at the end of this insane tale. swr.de/swraktuell/bad…
@MarceloPLima really cementing itself as the hybrid/cloud neutral tools dealer.
you periodic reminder that $SNAP is an executive compensation scheme posing as a corporation for the latest quarter Operating loss: $333 million Stock based compensation: $264 million
Please watch this documentary with Sheryl Sandberg: Screams before the Silence. It tells the story of what happened to many women on that day. I can't take away their pain. But I can bear witness to what happened. My heart goes out to each and every one of them. So I just…
Bloomberg has a dividend ex date for $AMZN 👀
@WholeMarsBlog I’d like to apologize to Dustin Moskowitz for calling him a “retard”. That was wrong. What I meant to say is that he is a pompous idiot whose his head is so far up his own ass that he is legally blind. I wish him the best and hope that someday we can be friends.
DEI has now come for your money. Insanity. Progressive left is destroying what used to be a very sober, moderate party (remember Bill Clinton?). Only thing worse is the maga right wing. What a world. Bring back the moderates!
Biden Treasury Department says we need higher taxes on capital gains because it would hurt white people more and take away their wealth. Whites own too many stocks and businesses, so they need to pay.
Today as it comes out that George Soros has been funding some of the Gaza protests across US college campuses It's probably worth reminding people that in 2004 Soros admitted he views himself as "some kind of God"
This is what happened in 1980 after President Carter raised capital gains tax rates to 40%.
@Rothmus Yes, inflation causes prices to rise, but not value, so it amplifies the capital gains tax. This applies to everyone who owns a house. Even if your house value is the same when adjusted for inflation, you will still pay a capital gains tax even when there is not a true gain.
Real Government inflation: numbers:
This is the thing that makes me nervous about GitLab. GitHub is at least twice as big and is growing faster.
Still can't believe the Trump team immediately managed to one up Biden's kill-America cap gains ideas with a worst idea ever destroy-America fed control idea.
Objectively, i don't think any CEO navigated public markets worse than Lawson. Maybe Teladocs team close second.
@EndWokeness I wonder what could be contributing to this?
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