AA

[David Senra @FoundersPodcast]

The unshakable self-confidence of Rockefeller:

[Michael Dell 🇺🇸 @MichaelDell]

38 years ago today, Dell Computer went public.

We raised $30M at an $85M market cap.

IPO price: $8.50/share
Split-adjusted: about 9 cents

Grateful to every customer, partner, and team member past, present, and future who made it possible. 🙏

Keep building. Onward 🚀

#PlayNiceButWin

[Nasdaq @Nasdaq]

$SPCX. Now trading on Nasdaq.

[Brazil Journal @BrazilJournal]

BREAKING. Loxam paga R$ 3,8 bilhões pela Mills, tirando mais uma da Bolsa https://t.co/xLr8R5M3fY #MILS3

[Antonio Gracias @AntonioGracias]

I would direct you to the public filing for detailed disclosure about the Valor funds’ correct ownership in shares of SpaceX.  While I’m a large partner in the funds, the majority of the gains go to our LPs. We’re deeply grateful for their belief in us and SpaceX beginning with our first investment in 2006.

[Paul Millerd @p_millerd]

john d rockefeller had a chill work life:

"By his mid-thirties, Rockefeller realized that burning the midnight oil at Standard Oil was unsustainable. To protect his energy, he installed a telegraph wire between his home and office. This allowed him to work from home three or four afternoons a week, spending his time gardening, planting trees, and moving at what his biographer Ron Chernow described as an "aggressively leisurely" pace"

[Acquired Podcast @AcquiredFM]

It's incredible that just ~2% of Americans owned any stocks in 1929.

Equity ownership is... a pretty recent phenomenon.

[Pedro Cerize @PedroCerize]

Silenciosamente as treasuries longas dando o sinal de que a festa está acabando! Incrível o S&P ainda estar próximo da máxima histórica. O EPR deve estar muito baixo. Esse pico deve ser marcado pelo IPO da SpaceX

[Bloomberg @business]

Farallon veteran Daniel Goldberg has spent the past few years hunting for returns in some of Latin America’s most complex markets. Now, he sees opportunities surfacing in Brazil https://t.co/nYgmJSHuwQ

[Elon Musk @elonmusk]

Bravo @JeffBezos!

[The Kobeissi Letter @KobeissiLetter]

US freight costs are surging:

The LMI transportation prices index rose +5.6 points in April, to 95.0, the highest since the April 2018 peak of 96.0 points and the 3rd-highest since the index was launched in 2016.

The Logistics Managers' Index, or LMI, is a monthly survey of over 100 US supply chain executives that tracks the expansion or contraction of the US logistics industry across 8 key metrics, including inventory, warehousing, and transportation costs and capacity.

A transportation prices reading above 50 indicates that freight costs are rising, while a reading below 50 indicates a decline.

The LMI transportation prices index has surged +40.8 points, or +75%, since September 2025.

The increase in freight costs comes at a time when inflation is already rising to a 3-year high.

Inflationary pressures in transportation are intensifying.

[The Economist @TheEconomist]

The fund manager travelled the world 250 days in a year by one reckoning. Not as a holidaymaker, but as a keen-eyed hunter on the track of treasure. We remember the Indiana Jones of Wall Street https://t.co/8qzx7mhKbM

[David Senra @davidsenra]

I had an incredible conversation with Rick Rubin

[Marc Andreessen 🇺🇸 @pmarca]

I have never been so bullish on the United States of America.

[Wealthmatica @wealthmatica]

Bill Ackman on perks of long-term investing…

“There are fewer investors who can take a 3-5 year horizon, I think that’s an opportunity for us … it explains why we own Alphabet, Amazon and Facebook.”

– Bill Ackman

$GOOGL $AMZN $META

[Luana Lopes Lara @luanalopeslara]

glad we broke the protocol and drank some brazilian beers. Brahma > Guinness?

[O Grafista | Investidor 🇧🇷🇬🇧 @ografista]

Assista em 2X e Depois me agradeça

[Jake Nomada 🌎 @JakeNomada]

🇧🇷 SÃO PAULO, BRAZIL 🇧🇷

Nobody talks about this world-class mega-city enough, let's fix that...

→ 22M people — one of the biggest cities on earth and still underrated
→ Brazil's economic engine — $400B+ GDP in one metro
→ Restaurant scene that embarrasses most other LatAm capitals
→ Infrastructure that actually functions (a rarity)
→ World-class medical care and hospitals
→ Largest Japanese diaspora outside Japan = unreal sushi & ramen
→ No real winter, no real summer — just São Paulo doing its thing, decent weather overall
→ At least 30% cheaper than CDMX (comparable sized city)
→ Some of the best nightlife on the continent
→ Direct flights to NYC, Miami, London, Tokyo, and everywhere that matters
→ More museums, galleries, and live music venues than most people realize — this city has serious culture

What did I miss? Have you spent some time in SP? Criminally underrated or nah?

[zerohedge @zerohedge]

Who is most impacted by a 10% rise in oil prices