Rodrigo Machado

@JamesClear Preá, Ceará, Brazil

I want to go somewhere where: 1) I can stay directly on the beach (no crossing roads, straight onto the sand) 2) I can walk to 10+ great restaurants (don't care about fancy, just great food) 3) Is relaxing and quiet (minimal road noise, etc) Needs all 3. Where should I go?

one of the best things about elon is a reminder of just how much one person can do

@elonmusk Invite Eike Batista to join. He tried something similar in Brazil

Buying Twitter is an accelerant to creating X, the everything app

What are the most interesting startups being founded in Latam?

I've made big plans this weekend, so cancel yours.

Some amazing takeaways from @JeffBezos annual letter: 1) 28% of purchases on $AMZN are completed in less than 3min (!!). 2) 50% of purchases on $AMZN are completed in less than 15min. 3) Research suggests going to an offline store to do the same task takes 1 hour.

@SahilBloom @rcarvalhomateus

1/ Margin Trading 101 If you follow the stock market and financial news, you’ve undoubtedly heard a lot of talk about margin trading or margin calls. But what is margin trading and how does it work? Here’s Margin Trading 101!

@10kdiver @threader_app unroll

29/ If you're still with me, thank you very much! Leverage is a fairly basic topic. But it's the No. 1 culprit behind most financial disasters. I hope this thread showed you both the benefits and the pitfalls of leverage. Please stay safe. Enjoy your weekend! /End

1/ Get a cup of coffee. In this thread, I'll walk you through the basics of leverage -- in our personal lives and in the companies we invest in.

@IPCapitalPart @threader_app compile

1/12 O incrível turnaround das Lojas Americanas capitaneado por Carlos Alberto Sicupira: Em 1982 o banco Garantia decidiu assumir o controle da varejista fazendo uma oferta pública pelas ações na Bolsa. Sicupira estava no conselho e sabia que a companhia era muito mal gerida.

This is a story about how I lost $10,000,000 by doing something stupid. Ten. Million. Dollars. Literally up in smoke. Money bonfire. That’s enough to retire with $250,000+ in annual income. Here’s what happened…

@awilkinson @rcarvalhomateus @MuriloDiegues

Our growth started slowing. 20% monthly growth dropped to 5%. Customers weren’t getting the features they wanted. Our clients were unreliable and had syncing issues. Our team felt frustrated and under resourced and we churned through staff.

@fintechjunkie @rcarvalhomateus

1/25: We’re witnessing one of the most exciting periods in VC history. Funding is flowing freely, valuations are stratospheric and gigantic exits have become the norm. As a VC this should feel great, but does it? Maybe not. What follows is a rant that bears my soul on the topic:

@DanRose999 @MuriloDiegues

People often ask me to compare working for Bezos vs Zuck. I worked with Mark much more closely for much longer, but I did work directly with Jeff in my last 2 years at Amazon incubating the Kindle. Here are some thoughts on similarities that make them both generational leaders:

@chamath @threader_app please compile

A children's book explanation of what's happening: 1. If you are "smart money" you are allowed to take your $1 and leverage it up to $15+ 2. You can now buy $15 of stock AND if you promise to short companies, you can short $15 of stock as well

@fintechjunkie @threader_app compile

1/39: The only way to describe the public markets’ appetite for new Logos is “insatiable”. But why? SPACs vs. IPOs? I’m no public markets expert by any stretch of the imagination but I’m not going to let that stop me from weighing in on what I think is going on. Unpacked:

@fintechjunkie @flohagenbuch @threader_app compile

1/26: It’s hard to produce a 3X+ #VC fund. It’s much harder to do this consistently. Our first 4 funds are mature enough to know where they’ll end up and all of them will handily beat this benchmark. I reviewed our portfolio this morning and jotted down 12 notes. Shared:

@sweatystartup @threader_app compile please

I’ve gotten a lot of bad advice in my career and I see even more of it here on Twitter. Time for a stiff drink and some truth you probably dont want to hear. 👇👇

Incredible!

@rishab_hegde @MuriloDiegues @rcarvalhomateus

Sold BTC at $13 (not thousand, literally $13) and left Stripe before vesting, anyone wanna top that?