Gilberto Luna

@JohnTWatkinsJr @KeithSmithNBA Maybe HE is the one who doesnt.

@JohnTWatkinsJr @KeithSmithNBA Wait, but he mentioned coaches dont have a relevant role. Players play by themselves and coaches deserve no acknowledgement.

Congrats to the Sixers. Absolutely controlled the last few games of the series. Celtics blew it. Can't play with your food. Have to close out series when you have the opportunity. There is a lot of work to be done this summer for Boston with this roster if they want to be title contenders again.

NEW story on Wemby and tears: “I refuse to carry the burden of having to hide my emotions.” “It’s a pretty im-peaceful way to live your life (if) any voice that’s the loudest is going to be the one that you listen to.” These two quotes frame the existence of an athlete under pressure, whether from their own expectations or the world’s. Victor Wembanyama declared that, as he recognizes how both are equally powerful, he will ride the waves of his emotions in the brightest spotlight. I dove into why that matters to all of us. Usually, I add in the article’s cover photo to these posts to make it pop. But this comment on the story struck me as the perfect thing to add instead. Read the story below 👇

@PedroCerize Haveria liquidez para toda essa extensão de terras? Eu acho que seria complicado ter comprador para tudo isso, então não seria irreal considerar quase o mesmo preço por hectare em negócios tao desproporcionais (70.000 ha VS 1.500.000 ha)?

Resposta do Claude sobre valor das terras da Suzano. Vou buscar dados de mercado de terras e florestas para fazer uma estimativa robusta.​​​​​​​​​​​​​​​​ Tenho dados suficientes para montar uma estimativa bem fundamentada. Veja o racional: Estimativa de Valor das Florestas da Suzano Premissas de área |Componente |Hectares | |--------------------------|-------------| |Área plantada de eucalipto|1.670.000 | |Áreas de reserva/nativa |1.180.000 | |**Total** |**2.850.000**| 1. VALOR DA TERRA NUA A Suzano tem ativos fundiários concentrados em regiões muito distintas: o Cerrado (MS, GO), o interior de SP, BA, ES e MA — com preços muito variados. O valor médio das terras rurais no Brasil ficou em R$ 22.952/ha em 2024, com alta de 28% sobre 2022.  Mas para eucalipto em regiões como MS, os preços são distintos: em Ribas do Rio Pardo, a Suzano comprou 70 mil hectares por cerca de R$ 30 mil/ha — considerado o maior negócio rural fechado naquele ano.  Usando premissas diferenciadas por tipo de área: |Tipo |Hectares |R$/ha |Total | |------------------------------------------------|---------|---------|--------------| |Área plantada (terras premium eucalipto) |1.670.000|R$ 28.000|R$ 46,8 bi | |Área de reserva/nativa (terras de menor aptidão)|1.180.000|R$ 10.000|R$ 11,8 bi | |**Total Terra Nua** | | |**R$ 58,6 bi**| 2. VALOR DA FLORESTA PLANTADA (ativo biológico) O preço médio da madeira de eucalipto clonal em pé (com casca) na região Campo Grande–Três Lagoas (MS) fechou novembro de 2024 em R$ 137,47/m³.  Parâmetros técnicos para floresta madura da Suzano (classe world-class): •Produtividade média: ~45 m³/ha/ano × 6 anos = ~270 m³/ha (volume em pé no corte) •Mas a floresta está em diferentes estágios de crescimento (ciclo de 6–7 anos), então em média ~50% do volume está acumulado → ~135 m³/ha em média ponderada |Item |Cálculo |Total | |------------------------------|------------------------|-------------------| |Volume médio em pé |135 m³/ha × 1.670.000 ha|225,5 milhões de m³| |Preço médio madeira em pé |R$ 137/m³ |— | |**Valor da floresta plantada**| |**R$ 30,9 bi** | RESUMO CONSOLIDADO |Componente |R$ bilhões |% | |-----------------------------------|---------------------|----| |Terra nua (plantada + reserva) |R$ 58,6 bi |65% | |Floresta plantada (ativo biológico)|R$ 30,9 bi |35% | |**TOTAL** |**~R$ 89–90 bilhões**|100%| Contexto de mercado O valor de mercado (EV) da Suzano gira atualmente em torno de R$ 90–100 bi. Ou seja, essa estimativa implica que as florestas e terras próprias sozinhas valem aproximadamente o EV inteiro da empresa — o que faz sentido conceitualmente, já que o mercado precifica a Suzano principalmente como um ativo florestal/fundiário com uma fábrica de celulose acoplada, e não o inverso. Vale notar que esses ~R$ 90 bi de ativos florestais são o “chão” do valuation — acima disso vem o valor do negócio industrial (múltiplo de EBITDA das fábricas de celulose), que é o que gera a discussão se SUZB3 é cara ou barata em relação ao NAV.

Rudy Gobert on guarding Nikola Jokic: "He's the greatest offensive player I've guarded my whole career. Just tryimg to enjoy the challenge and make him work as much as I can...keep trying to make him earn everything he gets"

@bballforever_ Be careful about what you want, because sometimes you get it.

Kevin Durant since leaving the Golden State Warriors: ♦️ 2020 – Missed playoffs (injured) ♦️ 2021 – 2nd-round exit ♦️ 2022 – First-round sweep ♦️ 2023 – Second-round exit ♦️ 2024 – First-round sweep ♦️ 2025 – Missed playoffs ♦️ 2026 – Down 0-2 in the first round

LeBron pretended to tell Marcus Smart to slow it down... and then turned on the JETS for the DAGGER dunk. 🔥

@CC4MVP22 @JaredWeissNBA Did other guys of the same size obtain the same defensive terror over oponents? Obviously not. Wemby has the both the hardware and the software of basketball greatness.

@JaredWeissNBA 7’4 with an 8’ wingspan Not impressed

Victor Wembanyama has been named the first unanimous Defensive Player of the Year in NBA history. Wemby said he would be surprised if he wasn’t the unanimous winner. Well, no surprise here as he has a clean sweep to win the first season award this year. Full story on @TheAthletic below 👇

Larry Bird, on the passing of Hall of Famer Oscar Schmidt Friday: "I always admired Oscar and considered him a friend, he was, without a doubt, one of the greatest players to ever play the game. (1/2)

Alice Ribeiro, repórter da Band, que sofreu acidente junto com seu colega de trabalho na rodovia da morte, a BR-381, morreu hoje deixando uma bebê órfã da mãe. Hoje, irão morrer 16 pessoas nas rodovias federais, amanhã mais 16 e assim por diante mantendo a média de anos. Meus sentimentos a amigos e familiares da Alice, seu colega Rodrigo e daqueles que irão morrer hoje e nos próximos dias, pois isso é uma certeza nas nossas rodovias federais.

@NBAcrazystats @NBA Well Reading this, I recall Teddy Roosevelt's Man in the Arena.

Bad stats leaders (totals) ... you really don't want to be a leader here: Turnovers - Jaylen Brown Missed Field Goals - Tyrese Maxey/Jaylen Brown Blocks Against - Jaylen Brown Lost Balls - Paolo Banchero Traveling Violations - Jalen Johnson Backcourt Violations - Anthony Edwards 3 Second Violations - Nikola Jokić Stepping Out of Bounds - Norman Powell Goaltending Violations - Kel'el Ware Offensive Fouls Committed - Karl-Anthony Towns Charges Committed - Karl-Anthony Towns Personal Fouls - Wendell Carter Jr. Disqualifications - Karl-Anthony Towns/Wendell Carter Jr. Technical Fouls - Dillon Brooks Flagrant Fouls - Rudy Gobert

@flaviogarag Porcaria encenada Posta isso não

Atitude correta

@NBA__Courtside Awesome endurance This big 5 is truly awesome

Kevin Durant on sharing his career with LeBron James, Steph Curry, James Harden, and Russell Westbrook: “I’m just so grateful that I graced the league with these guys at the same time. We’ve competed so hard against one another for so long, and when you get older you start appreciating how hard it is to get up every day…. You see guys get up with that much energy everyday, you get inspired and want to do the same thing. LeBron has been pushing me since he turned 37, 38. He’s setting a new standard for older guys. So with Steph, he’s 38, I feel he’s gotten quicker and faster. James Harden, after he left Brooklyn he turned it up a notch. Russ is still looking good off the bench. Seeing these dudes make me want to go to the gym to work on my game and keep going” (Via @NickFriedell)

@TrackGazette Shame

The Brazilian Athletics Confederation has announced that the 9.82s run by Erik Cardoso 🇧🇷 will not be ratified. This was after a technical error by the officiating team was detected during the event, preventing its official recognition.

@nonoinvestidor Herói

O Gordinho ex-Presidiário parou pra agredir a mulher, chegou um justiceiro pra defender a injusta agressão, meteu a barra de ferro no gordinho, que caiu deitado em berço esplêndido e faleceu. Adivinhem oq vai acontecer com o justiceiro agora.

@RadTimba @nonoinvestidor Ola @RadTimba Na sua visão essa defasagem afeta todas os profissionais da saúde hospitalar? Outra dúvida: essa defasagem q vc citou, considera o piso da enfermagem? Tenho interesse no assunto, por isso pergunto. Obrigado

@nonoinvestidor Tabalho em um hospital em SP. Ano passado estava incomodado com a falta de reajuste ou reajuste muito abaixo da inflação oficial. Daí fiz uma comparação de quanto ganhavamos há 5 anos e quando deveriamos ganhar hj corrigido pela inflacao oficial. Deu uma diferença de 35% menos

Tava conversando com um amigo headhunter ontem e ele falou algo muito interessante. Lá no início dos anos 2010, um cargo de Gerente em uma Multinacional de médio porte em SP, pagava uns 12/15k. Hoje em dia, essa mesma vaga mal paga 20k. E a inflação nos últimos 15 anos???? Essa vaga deveria pagar uns 30k no mínimo hoje em dia! O MUNDO CLT TÁ DEIXANDO VOCÊS CADA DIA MAIS POBRE !!!!!!

@realmacsavage War machine He is the one on the left

Larry Vickers. Delta Force. Bosnia, 1997. Twenty years in Army Special Operations, fifteen of them in 1st SFOD-D. Panama, Desert Storm, Somalia, Bosnia and operations that still do not have names attached to them in public. Vickers also served as Delta’s combat marksmanship instructor, training more Tier One operators in combat marksmanship than any other person in US Special Operations history. After retiring, he helped develop the HK416, the rifle that was later used to kill Osama bin Laden. A career that very few men could match. One of the most complete operators Delta Force ever produced.

@SpursCulture Insane stat wow

Giannis played 36 games this season, and shot 64.7% on 2-point shots (career best) Dylan Harper in his last 36 game is shooting 65.0% on 2-point shots

@mattgzman Ty

@GilbertoLuna08 Wembanyama needs to play in half of the remaining four. One can be 15 minutes.

Entering the #Spurs' final home stand of the regular season, find below the updated count for key end-of-season awards: - Victor Wembanyama (63 games played) can miss two more games to remain eligible. He also has one 15-minute exception remaining. - Stephon Castle (66 games played) is officially eligible for end-of-season awards. - De'Aaron Fox (69 games played) is officially eligible for end-of-season awards. Remember, 6MotY and Rookie Awards do not use this rule. Dylan Harper and Keldon Johnson will both be eligible in those categories. And yes, the NBA Cup Final does count as one game played. #PorVida