Tomás

[Tomás @Tomas_kicks]

https://t.co/PoHZqFE1gq

[Drew Cohen @DrewCohenMoney]

🎙️ New Podcast Released!

In this wide spanning interview, we talked to @realroseceline about:

🔸 His investments in $MELI, $DLO, & $NOW

🔸 Why investing is like marriage

🔸 How he thinks about valuation and selling

Listen below 👇

[Bill Ackman @BillAckman]

Europe is on a path to destroying itself.

Unchecked immigration of millions of immigrants that burden their welfare states, bring violence and terrorism to their shores, and take over local governance, one city at a time.

Anti-capitalist policies that make it difficult for businesses to adapt their workforces to a rapidly changing competitive environment now accelerating due to AI.

A business environment and tax regime that is antithetical to startups.

The absence of any progress or innovation in AI and limited access to the compute necessary to compete.

Energy dependence due to the green movement at a moment when energy demands are rapidly increasing.

And now, the abandonment of the U.S. when we have asked for limited assistance — base access and flyover rights — in the midst of our efforts to eliminate Iran’s nuclear and ballistic threat which is already within striking range of Europe, after we have invested nearly $200 billion in helping Ukraine.

NATO is about to be toast. Europe’s defense burden is about to rise massively while their economies continue to fall further and further behind.

In short, Europe needs to wake up before it is too late, and it may very well be too late.

[EuroMaximalist 🇪🇺 @euromaximal]

There are no words to describe the economic failure that is Portugal. It is now almost as poor as Ukraine, a country literally at war.

50 years after a brutal dictatorship, you’d think an economic miracle would’ve followed like Poland and the Baltics. Total incompetence.

[dono da c🅾️🅾️perativa ™ @donocooperativa]

🚨"ImBestigação" da Cooperativa: ora se a Maria João Tomás diz para eu ir ver as fontes do World Bank e da Unesco, eu vou.

Vais passar vergonha. Outra vez!

Segue o fio 🧵

[João Cotrim Figueiredo @jcf_liberal]

José Sócrates conseguiu dar cabo das finanças públicas em 2011 e agora está a dar cabo da confiança dos portugueses na justiça em 2026.

Depois do país, José Sócrates está a levar também a democracia à falência. Isto não pode continuar.

[amit @amitisinvesting]

I am definitely not an OG by any sense but 2022 was my first real bear and I did two things:

1) put every single penny I had into the stock market, literally

2) picked one stock, $PLTR, to DCA into

during a bear, I think diversification is the worst idea because if everything is on sale then you should try to build up a position as heavily as you can in 1-3 names, for me it was one name

then you just have to be right on that one name but if you are, the bears eventually go away and then you have a huge position in a low cost basis as we enter into a more bullish cycle

[Marc Andreessen 🇺🇸 @pmarca]

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

[Rui Paiva @RuiPaiva5]

Os Estados Unidos com este ataque ao Irão, destrói o arsenal militar Iraniano, põe fim ao acesso de armas à Rússia na guerra contra a Ucrânia e limita a importação do petróleo pela China.

Pode não se gostar do louco Trump, mas é de mestre, “matar” 3 coelhos de uma só cajadada !

[Elon Musk @elonmusk]

Get your friends to join 𝕏!

[Elon Musk @elonmusk]

This will be big

[Tomás @Tomas_kicks]

@Nishan_011 Excel

[Nuno Palma (em português) @nunopgpalma_pt]

"Manifestaram-se contra ataques" decidiram os jornalistas. É o que está escrito. Mas depois é ouvir o que a jovem diz 👇🏼🫣 https://t.co/Um6bE3Zp0r

[Zé Gato @Zeh_Gato]

Normalmente quando há confusão ou guerra algures no mundo eu vou ver o que os comunistas estão a defender para escolher um lado. Os comunistas estão todos a defender o Irão. Isto coloca-me então do lado dos Americanos e dos Israelitas. Nunca falha, este método

[Joseph Carlson @joecarlsonshow]

I have mixed feelings Netflix giving up. At this point, it's probably best for investors (yes, I'm an investor), but this sure bites for the movie and TV industry.

As a huge consumer of movies/TV, I want the industry to do well.

Now there is going to be one fewer studio. Paramount Pictures and Warner Bros will be consolidated, fewer movies will be made.

Paramount will have an insane amount of debt and leverage levels we've literally never seen, literally record-levels.

How exactly do you invest back into the industry when you're managing record levels of debt? You can't. Paramount is going to be in the business of job-cutting, downsizing, "optimizing" for the next 10 years. They will need billions in cost savings to make their financials work.

So while this is great for the stock (yay, it's up 10%), it does suck for the industry. I hope all the actors and writers and directors that complained about the Netflix deal realize what they got themselves into now.

[Crypto Rover @cryptorover]

💥BREAKING:

🇳🇱 The Dutch Minister of Finance has just announced that the 36% tax on unrealized gains has been canceled and that they will go back to the drawing board after strong public backlash.

[Tomás @Tomas_kicks]

@InvestingVisual If such a law were passed in my country, i would be compelled to leave. Europe's trajectory is deeply concerning.

[Investing visuals @InvestingVisual]

The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains.

As a Dutch citizen and long term investor, I’m at a loss for words about the lack of vision behind this new tax. I normally don’t post anything politically related, but what our government is planning to do is disastrous for long term investors.

This is the sad truth.

Most people here start investing to protect themselves against inflation and ever rising pension ages. They’re trying to put hard earned money to work, hoping they can retire before the age of 71. And they had a real shot at that before this bill.

If you started at 25 with €10,000 and contributed €1,000 every month, you could compound to €3,320,000 over 40 years. If you lived prudently, you could retire early and live off it for the rest of your life.

With the new capital tax? After 40 years of compounding, you’d end up at €1,885,000. That’s a €1,435,000 difference.

This tax denies generations the chance of early retirement, punishes those who take risks, and introduces severe liquidity issues for people who have been compounding successfully for years. And to what end? To fill a €2.4 billion tax hole.

I’m beyond words.

If you’re Dutch like me, please share this visual with fellow investors to increase awareness.

Hopefully we can make our politicians understand the severity of this tax, and the breadth and depth of its destructive implications.

~ Jan

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Tomás @Tomas_kicks]

@NAZNINAKTEfpdc Claude

[Tomás @Tomas_kicks]

@TommiPedruzzi Need