besadam

🎯

@DeltaVega_ Futuros de cabras?

23hs. Aterrizar el Apollo 11 borracho debe ser mas facil que hacer liquidar esto.

@santisiri Quien es?

mas allá de mis impresiones personales, le veo chances a gebel.

Stop praising SBF for his investments. He invested with stolen funds in every deal that came across his desk. Zero risk, playing with stolen money and an endless piggy bank to steal more. Zero skill, just fraud. x.com/i/status/20473…

El baile que le dio Tetaz (convertido nuevamente al liberalismo) a esta vieja bruta es impresionante. Estos simios votan y dirigen el destino de la Nación Argentina.

Don’t panic-sell your stack. Unlock the value of your assets instantly while maintaining your market position. Spend against your BTC, ETH, and USDC in the real world. Now available to select U.S states. Powered by Exactly Protocol. Returns are not guaranteed. Crypto assets are volatile and high-risk. No consumer protection.

No se me ocurre un esquema de corrupción más escandaloso y masivo en la Argentina del siglo XXI que el de las SIRAs. Qué bueno que se empiece a hablar del tema. Lo llamativo es que el silencio haya durado tanto.

"Amigos" Porque un hombre que estaba deprimido fue grabado por una cámara de seguridad cuando su perro se acercó para alegrarlo.

@FedexSTi Estan haciendo el caminito al IPO a raja tabla. No me sorprenderia que salgan a fin de año si el mundo se calma tan solo un poco.

Ojo con Plata en Mexico. Cerraron la mayor ronda privada de Latam en años. Valuación: USD 5.000M. La fintech más rápida del mundo en llegar a USD 600M. Los conozco de mi época en $NU. Son ex Tinkoff, la fintech rusa que redefinió banca digital antes de que cualquiera supiera lo que era una fintech. La historia es buena: Neri Tollardo y Danil Anisimov la rompían en Rusia hasta que estalló Ucrania. En meses, empacaron todo y se mudaron a México a replicar lo que ya sabían hacer. 3,5 años después: 3,5M de clientes, +3.000 empleados, revenues creciendo 10-15% por mes. Y recién arrancan. Sus inversores incluyen a Kora Management los mismos que me presentaron $SE en 2015 y fueron mi primera reunión con Marcos Galperin. Saben elegir los pibes son Tiger Cubs. Plata la va a romper. Save dis tweet.

⚒️🇦🇷✅ A los que no hay que olvidar es a los que nos trajeron hasta acá, por suerte cambiamos a tiempo.

Los que tienen su territorio así hablan de una supuesta contaminación y de lo malas que son las mineras

"Las mujeres, evidentemente, no han hecho con su vida lo que han querido. Pero los hombres tampoco." Estos 3 minutos de Elvira Roca es lo más sensato que he escuchado sobre la pretendida guerra de sexos.

there are guys on here who don’t know how to cook themselves eggs trying to trade oil against Citadel

Uma gripezinha

The dumbest person you know is being told 'you are absolutely right' by some LLM right now.

In this video, Leo Kellion sits down with Stuart Dunbar. Dunbar is a partner at Baillie Gifford. Baillie Gifford is a massive, independent investment management firm. They focus strictly on long-term growth investing. The firm has no outside shareholders to report to. This private structure allows them to completely ignore short-term market noise. Dunbar uses this interview to explain exactly why their specific style of active, fundamental investing gives them a major advantage right now. He also expands a little on his thesis for $NU and $MEDP. Real long-term investing isn't about following the crowd. It is about holding great companies when the market is terrified. Right now, uncertainty is everywhere. People are worried about inflation, supply chains, and global conflicts. But this uncertainty creates massive opportunities for growth investors. When the market panics, it misprices the future. Investors stop looking 3-5 years out. They dump incredible companies just because they hate the current macroeconomic environment. That is exactly when you need to dig your heels in. The true test of a growth investor is having the conviction to look silly in the short term while holding long-term winners. You have to look at where the real growth is hiding. It is not just in the most famous tech names. The AI revolution is creating a massive infrastructure boom. Companies solving data center bottlenecks are quietly becoming indispensable. Even unglamorous businesses providing temporary construction site structures are seeing massive demand from the massive infrastructure buildout. You have to deeply know what you own. You must understand a company's competitive advantage and profit margins. Take $NU as an example. It is a wildly profitable digital bank that has captured well over 100M+ customers across Latin America. It operates without the heavy costs of physical legacy banks. Yet, the broader market sometimes prices elite growth engines like NU at a discount simply because of emerging market fears. If you understand the actual fundamentals of businesses like NU, you can buy and hold them through the noise. Patience is your biggest advantage. Investors need to stop reacting to short-term underperformance and let the underlying businesses compound. Find adaptable companies that will thrive regardless of global politics, and let them do the heavy lifting.

Celebramos 15 años en este antro

@ArrakisGlobal Ever did a dcf for meli?

$MELI we will need to see their investments translate into real FCF. This is a show me story as mkt not convinced the growth is really economic. On sidelines for now, 1,350-1,250 is my next buy zone.

$MELI started looking at this one again. My high level read is that their revenue numbers are “artificially” high and heavily subsidised through their marketing & giveaways. The real measure of revenue is gross profit which is growing at a healthy 25-30%

@arielsbdar Vibecoding for the win

YA SE PUEDEN GUARDAR LA WEB “html” EN HOME DEL TELÉFONO Y QUEDA COMO UNA APP!

NUEVA SECCIÓN “MONITOR GLOBAL” EN EL HTML RENDIMIENTOS.CO 🚀 ANOCHE DEJÉ TRABAJANDO A LOS AGENTES Y ARMARON UNA SECCIÓN CON PRECIOS EN VIVO DE LAS PRINCIPALES VARIABLES DE LOS MERCADOS GLOBALES, INCLUYENDO NOTICIAS TIPO “WIRES”. QUÉ HERRAMIENTA TAN PODEROSA HTML.

@krugermacro Twitt only got better lmao

moral of the story never be too sure about anything particularly when it comes to politics

@loshmi @mbeaudroit Big part of being a great investor is not blowing up, isnt it? With such deep pockets and no risk mgt whatsoever we could all be great investors.. cmon

maturing is realizing that FTX was one of the best investors in crypto industry: > $500M in Anthropic would now be worth roughly $30.4B > $1B in Solana would now be worth roughly $5.1B > $648M in Robinhood would be $5.7B > $100M in Sui would be $1.2B > $1.15B in Genesis Digital Assets would be $3.5B > $700M in SpaceX via K5 would be $3B did some estimates and their total portfolio would be up from $4.7B to $52.5B which is a $47.8B in rise absolutely nuts