Meu livro foi publicado na Amazon EUA. Nele falo sobre as energias ditas limpas, solar e fotovoltaica, e seus desafios. Dedico uma boa parte para falar sobre energia nuclear e tb sobre temas atuais, como o aquecimento global, creditos de carbono e mto mais
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The SpaceX prospectus reads more like a vision document than a financial filing. Some offerings are selling a business, and others are selling a future. But there are implications for the market and passive funds. My latest on Substack: https://t.co/E04myL8BT4
The SpaceX prospectus reads more like a vision document than a financial filing. Some offerings are selling a business, and others are selling a future. But there are implications for the market and passive funds. My latest on Substack: https://t.co/E04myL8BT4
Buffett compounded at roughly 20%pa and became one of the greatest investors in history. Amazon compounded at roughly 28%pa after surviving a 95% drawdown. The challenge isn't only finding great investments; it's surviving the journey. Free on Substack: https://t.co/mkyBSmm1uA
A super-app growing earnings at ~20% valued at less than 8x forward earnings. The disconnect is worth studying and might be an interesting opportunity. My latest on Substack: https://t.co/fiym7GOb7K
One of my favorite setups is when a company gets written off, expectations collapse, and then new growth avenues quietly start emerging while nobody pays attention. The market usually notices much later. My latest on Substack: https://t.co/HtrCnVm18o
In uncertain markets, investors tend to rediscover the value of stable cash flows, defensive industries, and downside protection. I recently looked at a company trading at <4x EBITDA with an 8%+ dividend yield. My latest on Substack: https://t.co/Ws9nYVrTFE
Many investors are moving from stocks into Treasuries searching for “safety.” But safety is relative. Yes, indexes look expensive. That does not mean every stock is overpriced. And Treasuries are not risk-free either. My latest on Substack (free): https://t.co/9ZZ6oCsIf7
Still constructive on offshore drilling over the medium-to-long term. Energy security, constrained supply growth, and the lack of meaningful new capacity additions continue to support the broader thesis. My latest on Substack: https://t.co/zIMoWwkeRI $BORR
Some of the most interesting opportunities appear when markets still value companies based on legacy consumer products while the real business quietly shifts underneath. My latest on Substack: https://t.co/lhlxjKQhnG
Sometimes the best gambling businesses aren’t the casinos themselves. They’re the companies supplying the games, systems, analytics, and digital infrastructure powering the entire ecosystem. My latest on Substack: https://t.co/W689k9X7JY
UAE Federal Authority for Nuclear Regulation: The fire in the vicinity of the Barakah Nuclear Power Plant did not affect the safety of the plant or the readiness of its core systems.
O Brasil perdeu 10 milhões de jovens e o bônus demográfico acabou.
A conta da previdência não vai fechar.
A única saída? Investimento massivo em produtividade, tecnologia e automação. Sem isso, o futuro será… complicado. A hora de agir é agora.
Quer entender todas essas mudanças e como isso afeta seu bolso? Entre na minha newsletter gratuita. https://t.co/AaXQTXjKYv
#brasil #demografia #economia #jovens #idosos #ricardoamorim #vp #video #proprios #2m
Starting something new for subscribers: I’ve decided to create a running “educational portfolio”, where I’ll share the stocks, themes, and market ideas I’m currently following.
The goal is simple: make it easier to track and more useful over time: https://t.co/UQL46Bnzaz
A company misses earnings expectations by a little and stock crashes by a lot. This is what happens when passive flows dominate price discovery. Markets are becoming increasingly disconnected from fundamentals, and that creates opportunity: https://t.co/z6B4hhHSp3