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Michael Romeiro

@MichaelRomeiro

1 Coríntios 2:9

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Michael Romeiro Reposted

Spotify $SPOT 🎵 vs. Netflix $NFLX 🍿 Whose your favorite?

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Michael Romeiro Reposted

Thinking, Fast and Slow is the best Behavioral Finance book ever. Here are 10 things I learned from the book:

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Michael Romeiro Reposted

Fechando os vídeos de hj da série “Você se comunica bem?” Apesar de engraçados, vale a reflexão. Bom fds! “O que é óbvio pra você, é óbvio pra você” “Não há nada mais enganoso do que um fato óbvio.”


Michael Romeiro Reposted

The quant finance starter pack: Markets: • Economics • Microstructure Math: • Calculus • Linear algebra Programming: • SQL • Python You need different combinations of skills depending on what you want to do.

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Michael Romeiro Reposted

*Using Mathematics to Make Money* by legend Jim Simons. 8 page PDF free for download:

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Michael Romeiro Reposted

Here are the top 10 VC Metrics

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Michael Romeiro Reposted

*Using Mathematics to Make Money* by legend Jim Simons. 8 page PDF free for download:

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Michael Romeiro Reposted

Good to great


Michael Romeiro Reposted

$UBER Uber Q2 FY24: • Gross bookings +19% Y/Y to $40.0B. • Trips +21% Y/Y to 2.8B. • Revenue +16% Y/Y to $10.7B ($120M beat). • Operating margin 7% (+10pp Y/Y). • Adj. EBITDA +71% Y/Y to $1.6B ($70M beat). Q3 FY24 guidance: • Gross bookings ~$41.0B ($41.3B expected). •…

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Michael Romeiro Reposted

$AMZN Amazon Q2 FY24: • Revenue +10% Y/Y to $148B ($0.8B miss). • Operating margin 10% (+4pp Y/Y). • FCF $53B TTM. ☁️ AWS: • Revenue +19% Y/Y to $26.3B. • Operating margin 36% (+11pp Y/Y). Q3 FY24 Guidance: • Revenue ~$154-$158.5B ($158.3B expected).

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Michael Romeiro Reposted

$NFLX Netflix Q2 FY24: • Members +8M Q/Q to 278M. • Ads tier membership +34% Q/Q. • Revenue +17% Y/Y to $9.6B ($30M beat). • Operating margin 27% (+5pp Y/Y). • EPS $4.88 ($0.14 beat). Q3 FY24 Guidance: • Revenue +14% Y/Y in constant currency. • Operating margin 28%.

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Michael Romeiro Reposted

Michael Romeiro Reposted

Pensando muito nisso aqui


Michael Romeiro Reposted

Steve Jobs em 1985. Impressionante a visão!


Michael Romeiro Reposted

Tina Seelig, professora de Stanford, fez um desafio a seus alunos: receberiam 5 dólares e teriam 2 horas para gerar o maior $ possível. As soluções seriam apresentadas por cd grupo em sala de aula. O grupo que ganhou fez $650 dólares com uma solução GENIAL. Vale MUITO a pena!


I'm addicted to the thrill It's a dangerous love affair Can't be scared when it goes down Got a problem, tell me now Only thing that's on my mind Is who's gonna run this town tonight...


Michael Romeiro Reposted

$NVDA NVIDIA just became #1. It's Jensen Huang's world, and we're just living in it.

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Michael Romeiro Reposted

10 Books Recommended by 10 Billionaires: 1) Elon Musk - Zero to One by Peter Thiel

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Michael Romeiro Reposted

The top 10 largest stocks in the world are now worth a combined $18.21 Trillion down from $18.4T last week

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