lucasabreu
@abreunotessearching the next big things https://t.co/o4PvvrHVHz
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Excited for the next @dLocalPayments Q3 earnings call. Comparing their metrics to a couple top10 software cos reveals a significant valuation discount. While the market sentiment is cautious, given signs of weakening demand in Brazil, I'm curious...
Brasil está rumo a uma crise econômica com forte ajuste fiscal em 2027? No episódio #151 do @mmakersoficial recebemos Alexandre Manoel, Marcos Lisboa, Samuel Pessoa e Marcos Mendes para responder essa questão e muitas outras. Disponível na próxima quinta (14/11) às 18h.
semana de decisão sobre gastos públicos e soltam uma bomba como essa pec da escala. cortina de fumaça e manobra sobre a atenção das pessoas.
creator economy = niche The limited impact of creators endorsing a U.S. president shows that credibility is only transferred when creators speak within their own niche. Their influence is vertical—strong within specific areas—not horizontal across broader topics.
If you had to pick one for stock growth over the next 10 years, which would it be? Microsoft or Nubank?
Nubank is growing at 2x the rate of the next biggest company in LatAm with over $100M
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Who to follow
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Lucas Lameiras 🇧🇷🇬🇧
@lucaslameiras -
Shu Nyatta
@snyatta -
Bruno Koba
@brunokoba_ -
Rodrigo Fernandes
@rodrigofm -
Bernardo Fusato, CFA
@bernardofusato -
William Cordeiro
@williamcordeirc -
Guilherme Lima
@guilimadealflow -
Julia De Luca
@judeluca_tech -
Fran García
@frangaos -
Joao Marcos
@joaomviso -
snowballer
@Snowballer8 -
Henrique Lara
@hlaramelo -
IP Capital Partners
@IPCapitalPart -
Leonardo Otero
@Leonardootero61 -
Henrique Aiex
@henrique_aiex
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