Jorge Marques, CFA

Portfolio Manager @ North Growth Management

[Jorge Marques, CFA @jccmarques28]

@MarkJCarney Anthropic is that you?

[Massimo @Rainmaker1973]

He took the best video of his life

[Jorge Marques, CFA @jccmarques28]

Can't wait to read this! @arenamag

[Drew Crawford @drewcrawford_]

Brazil's most underappreciated strategic asset is a tree.

Brazilian eucalyptus is the most efficient timber crop on Earth.

Eucalyptus in Brazil reaches harvest in 6 to 7 years.

Pine in the U.S. South takes 22 to 40 years.

Pine in Canada and Scandinavia takes 60 to 100 years.

Brazil's average eucalyptus yield is 35.7 cubic meters of wood per hectare every year.

That is almost double the productivity of pine plantations in the Northern Hemisphere.

Same hectare. Same year. Twice the wood.

Brazil now operates more than 10 million hectares of planted forests.

Three out of every four trees planted in Brazil for industrial use are eucalyptus.

Suzano alone operates 2.7 million hectares across seven Brazilian states.

That makes Suzano the largest pulp producer on the planet, and Brazil the global leader in cellulose, tissue, and packaging supply chains.

Climate, soil, and decades of breeding research at Embrapa.

Three structural advantages no Northern Hemisphere forestry operation can replicate.

The most underappreciated industrial advantage in the world is growing on Brazilian land right now.

Most investors are still treating forestry as a slow asset class.

In Brazil, it compounds in 6 years.

[kache @yacineMTB]

you can outsource your thinking
but you cannot outsource your understanding

[Futebol Nostálgico! @futnostalgico]

O jogo evoluiu muito mas Pelé já era muito á frente de seu tempo. Se era tão fácil, por que só ele se destacava? 🇧🇷🤩

Com vocês, 15 minutos do "superestimado Pelé". 😅

Via: Futebol Nacional

[Jorge Marques, CFA @jccmarques28]

@amorriscode

[Jorge Marques, CFA @jccmarques28]

@amorriscode Amazing

[Eye On Axis @eyeonaxis]

Rio de Janeiro, Brazil, 2016 | Leonardo Pucci

[Tim Urban @waitbutwhy]

It’s that day when I make you all look at this

[Jorge Marques, CFA @jccmarques28]

@amorriscode

[Rob L'Heureux @rob_lh]

A day may come when the scaling laws fail, when we forsake our friends, and break all bonds of GPU purchases in shell companies, but it is not this day. An hour of wolves and shattered shields, when the age of AI comes crashing down, but it is not this day!

[Boring_Business @BoringBiz_]

genuinely cannot think of a better job than investing if you are an intellectually curious person

the job requires you to be a learning machine and constantly update your world view on

> business models
> industries
> technology
> geopolitics
> macro events
> sentiment

it is the only culmination that captures every event around the world

if you are just 1% smarter than the rest of the world at something, you can find a way to express that and make money from it

greatest job ever if you have the stomach for it

[Jorge Marques, CFA @jccmarques28]

@edels0n @profgalloway Too much hair....

[Classical Studies Memes @CSMFHT]

Sometimes it's nice to remember that even Marcus Aurelius was like "you don't have to comment on everything bro"

[Jorge Marques, CFA @jccmarques28]

@giubergamasco Hahaha classic

[mitsuri @0xmitsurii]

Richard Feynman on studying and talent.

[ian bremmer @ianbremmer]

https://t.co/LBI7VzzTLp

[Jorge Marques, CFA @jccmarques28]

@giubergamasco @glhrmbr Empatar seria melhor do que ver perder... 🥲