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cgt
26.9K posts
cgt
@tmppbr
Proud 🇧🇷🇪🇸🇻🇦 | 🇧🇷 BSc Computer Systems | 🇪🇸 MSc Financial Engineering | 🇧🇷 PhD candidate in Computational Economics | Crypto & FinTech enthusiast
Katılım Haziran 2021
1.8K Takip Edilen773 Takipçiler
@buyandholdbr Não ficaram ricos vendendo carros, ficaram ricos escalando as empresas
Português
Barsi está enganado.
A Forbes tem “comerciante de imóveis” sim.
Por exemplo, George Marcus, americano dono da Marcus & Millichap, uma imobiliária. Tem patrimônio de US$1.5 bi.
Também tem “comerciante de carros”.
Terry Talor também está na Forbes e é um revendedor de carro com mais de 120 concessionárias espalhadas pelos EUA e patrimônio de quase 2 bilhões de dólares.
Barsi errou feio nesse argumento com o Tcar.
otimistaoficial@otimistaoficial
A sabedoria + a simplicidade de enxergar as coisas do Barsi.
Português
cgt retweetledi
El alcalde zurdo de New York abrió su canal de Twitch pero se olvidó lo más importante, CONTRATAR MODERADORES jajaja☠️
Español
Suzano:
Suzano é 30 reais. Porque?
Tem lucro operacional de 8 bilhões por ano.
Porém, tem divida liquida de 60 bilhões, com custo anual medio de 5%, que dá um custo de 3 bilhões de reais por ano.
Então, desse lucro de 8 bi, abates os 3 de custos da divida, dobram só 5 bilhões por ano.
Dividindo esses 5 bilhões por 1,25 bi de ações, gera lucro por acao de 4 reais.
Como a acao hoje está cotada em 42 reais, dividindo por esses 4 reais , temos um múltiplo P/L de 10,5X, acima de sua média e da media do mercado.
Operacional da suzano e seu lucro ou prejuízo dependem de cotação do dolar e preço da celulose.
Como provavelmente dolar ficará baixo por muito tempo e celulose também nao tem motivos para subir, pelo contrário, cair devido a super oferta, por enquanto, nada muda na suzano.
Se seu múltiplo médio é de 7x, seu preço justo hoje seria 7x 4 que daria a cotação de 28 reais.
Nao tem motivos pra valer mais que isso hoje.
Mas, nos balanços da suzano, tem variacao violenta de resultados devido ao resultado financeiro que impacta lucro ou prejuízos contábeis do balanço final.
Mas, oque importa é o lucro LIQUIDO operacional (ebit)
Portanto,se continuar dolar e celulose na média de preço que está hoje, sentenciou o valor de Suzano (suzn3) em 30 reais.
Português
cgt retweetledi
“Be stubborn on your vision but flexible on details.”
- Jeff Bezos
English
@StevenErtelt @Rothmus An inflated State is how left wing govs "grow" economy.
e. g. Brazilian government overspends, print the most money they can, open hundreds of thousands of jobs on goverment positions a boom you have a gdp "growth" of 4% ... while in the long term youre basically stabbing urself
English
@Rothmus Why does the left always propose more taxes instead of less spending?
English
He’s correct.
Let’s test the extreme case.
Even if you confiscated every asset he owns, not just doubled his taxes, it would fund the U.S. government for only about two weeks.
If you seized the entire wealth of all American billionaires, it might cover federal spending for roughly 13 months.
Then what? You’ve cratered the economy for a one-time windfall that quickly vanishes.
The United States doesn’t have a revenue problem. It has a serious spending problem.
Aaron Rupar@atrupar
Bezos on CNBC: "You could double the taxes I pay, and it's not gonna help that teacher in Queens. I promise you."
English
been saying this for a while
jeff bezos is the only guy that can compete with elon musk in the long term in terms of entrepreneurship and innovation
hes fucking based and dont care about short term profit if it means hes gonna make a shit ton of money in a decade or two
Chief Nerd@TheChiefNerd
JEFF BEZOS: “I'm very admiring of what SpaceX has done and I want the world to have at least two SpaceX's — maybe even more. Great industries are made up of many companies.”
English
eu queria entender ow se passa na cabeça de uma pessoa que se mata por causa de nota de prova
Not Kroki@unaconta1
Rolou um fcking SUICÍDIO na UFMG hj, uma menina caloura de 18 anos (minha idade) se jogou do 7° andar do prédio de física dps de uma prova de cálculo I, e a universidade vai fz algm coisa? No mínimo colocar uma grade? Estavam cogitando nem cancelar as aulas no prédio, tmnc
Português
@maxkarpis is your tweet AI generated lol?
Anyways, Revolut is just on a bigger market (UK, EU) while Nubank is on emergent markets (Latin AM)
My point is they are releasing the same features Nu has been building. Thats it.
First time I see someone “love” a company
English
@tmppbr Nubank obviously invented and patented embedded finance. Since Revolut has a much wider product portfolio, they managed to copy so many products before Nubank released them 😉
Funny take, but timelines don't match the copycat story.
English
Revolut believes that Revolut Pay will become the default choice for merchant payments. It’s just a matter of time.
"We grew 4x year-on-year last year and expect similar growth this year. It needs to be everywhere. PayPal took 20 years to become omnipresent. We’re moving faster."
Regulators like Revolut Pay because:
-It brings optionality for users.
-It’s typically cheaper for merchants, improving affordability outcomes.
-It’s European infrastructure, reducing dependence on non-European players.
This vision goes far beyond traditional open banking. Alex Codina, General Manager of Merchant Payments at Revolut, positions Revolut Pay as the bridge that makes A2A not just viable, but the smarter, more rewarding choice for both sides of the transaction.
By embedding A2A directly into a one-click checkout experience, Revolut turns what was once a niche rail into a mainstream competitor to cards—delivering instant settlement, lower costs, and seamless funding from a customer’s entire Revolut ecosystem (main balance, savings, crypto, or even credit).
Source: paymentexpert.com/2026/05/19/rev…
English
@cremieuxrecueil They also let it expire in Brazil, maybe its a company policy forced by the progressive Danish gov or something like that.
English
@jackfriks I used to be like this and had the exact same feeling, now I'm "frugal" for everything except food =)
Cant remember the last time I looked at the price of something at the supermarket and it feels nice.
English
i think it sounds like a lot of fun to save as much money as possible and be frugal but man then i caught myself making $40,000 in one month and still worrying about the cost of a $15 steak from walmart so i had to give up on staying frugal
Joseph Kahn@JosephKahn
After being a dad, I feel guilty if I spend too much on myself on anything. It feels like I'm taking away from my family. Every dollar should be for them. This is how dad clothes exist. I try to keep my lunch under $20. I can get grocery sushi for $12. I can kill at Panda Express for $15. Just grilled a Costco steak for dinner I split in half ($8). It doesn't matter how much money I make, the primal level of guilt I feel spending money on myself turns me monastic. However, I love spending money on the family. The joy of providing for them is the only reason I make money. That is the joy of being a man: how little can you spend on yourself and how much can you give your family?
English
We've so far banned the 500 worst abusers from Kick responsible for 67 million inauthentic recurring monthly watch hours (~13%)
Circus@Circusfyi
We’re hearing reports of streamers being banned on @kick for view-botting. Is this a sign of things to come? 👀 @BijanTehrani
English
cgt retweetledi
@R89Capital Not in the short term.
And anyways, if you're looking to buy long term, there is literally 0 reason to buy an overhyped & overpriced IPO that will likely go down 40% in 2 years and you can have a better entry price. thats my whole thing about this ipo tbh
English
You're not getting a 20-30x on SpaceX from $2.2 trillion lol
For your families sake don't listen to Ron who bought it at $20 billion
Mario Nawfal@MarioNawfal
🇺🇸 Ron Baron predicts massive 20-30x surge in the value of SpaceX "You should try to figure out for your families how you can get to own some SpaceX."
English
cgt retweetledi
>Black Guy 1 tries to steal White Guy’s bike
>White Guy beats up Black Guy 1
>Black Guy 2 tries to intervene and save Black Guy 1
>Black Guy 1 immediately tries to steal Black Guy 2’s scooter
Toronto is one of the most retarded places in the world.
English
