@__carlosfm Profile picture

CARLOSFM ||| Growth + Investing + Fintech

@__carlosfm

Growth & Go-To-Market Leader | Optimizing Investment Research @quartr | ex: @block @cashapp

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"We’re only focused on Bitcoin, and we’re only focused on Bitcoin because we want the Internet to have a native currency." - Jack Dorsey, Block CEO (Q3 2024) linkedin.com/pulse/jacks-qu…


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This is one of those situations when you lost but still won. I’m grateful for last night. No regrets to get in ring one last time. I almost died in June. Had 8 blood transfusions. Lost half my blood and 25lbs in hospital and had to fight to get healthy to fight so I won. To…



CARLOSFM ||| Growth + Investing + Fintech Reposted

We are raising our price target on Tesla to $400 from $300 as we believe the Trump White House win will be a gamechanger for the autonomous and AI story for Tesla and Musk over the coming years. We estimate the AI/autonomous opportunity is worth $1 trillion alone for Tesla🔥🏆🐂


CARLOSFM ||| Growth + Investing + Fintech Reposted

See's Candies är en av $BRK's mest omtalade investeringar. Idén om pricing power föddes här. Det markerade slutet på eran med cigar butts och början på filosofin där kvalitet och långsiktig compounding tog över. Utlovar trevlig läsning! quartr.com/insights/compa…


CARLOSFM ||| Growth + Investing + Fintech Reposted

This is wild. When Jensen held this talk at Stanford in 2003, $NVDA was valued at $1.6B with a TAM of ~$10B. Today, it's the largest company in the world with a staggering $3.6T market cap. That's 360x their estimated TAM two decades ago.


CARLOSFM ||| Growth + Investing + Fintech Reposted

If the election outcome is as I expected, it should cause the large minority of the country who supported @KamalaHarris and predicted her victory to begin to question their sources of truth. Half the country has believed that @X is filled with mis- and disinformation, and that…

I believe that @realDonaldTrump will win in a decisive victory and potentially a landslide Electoral College outcome tomorrow. I could of course be totally wrong, but that helps elevate an important point. Approximately half the country will be unhappy about the election…



CARLOSFM ||| Growth + Investing + Fintech Reposted

Today, @AcquiredFM dropped its longest single episode to date. A 6-hour odyssey exploring $META. We've once again teamed up with Ben & David to create complementary visuals for the episode. Here's the first one. Visualizing Meta's revenue growth and key milestones since…

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Trend looks good $TSLA 💪 Tesla keeps 3 straight quarter of growing vehicle deliveries. All time high will come 4Q.

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