Vinicius

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[Aadit Sheth @aaditsh]

Jeff Bezos literally dropped the best advice on how to build a trillion dollar company.

[Bloomberg @business]

India consumer stocks shine despite rising geo-political tensions and a global selloff in risk assets. The bond market, rupee prove to be insulated from the maelstrom sweeping global markets. Read for free with your email on what could move markets today https://t.co/Ga279NhHxZ

[Nicolas Boucher @BoucherNicolas]

EBITDA explained to Kids

[Dhaval (Investment Books) @InvestmentBook1]

Understanding Warren Buffett

Credit - @Vivek_Investor

[The Investing for Beginners Podcast @IFB_podcast]

The Dean of Valuation, Professor Aswath Damodaran.

Must see lecture on the "dark side" of valuation.......

[Daniel Mahncke @MnkeDaniel]

One of my favorite Investing books is The Most Important Thing by Howard Marks.

Here are the 10 most important things in investing:

The Most Important Thing is...

1. ... a Solidly Based, Strongly Held Estimate of Intrinsic Value - Intelligent investing must be based on intrinsic value.

Have an estimate and pay significantly less.

2. ... Investing Defensively - Avoid the losers, and the winners will take care of themselves.

"Defensive investing" sounds erudite. I can simplify it: Invest scared!

3. ... Avoiding Bad Years - Match bull markets and set the seed for outperformance in bear markets.

4. ... Facing up to the Limits of your Knowledge of the Macro Future - There's an "I know" School and an "I don't know" School.

The former believes in their ability to forecast what's coming. The latter doesn't.

5. ... Being Mindful of cycles - Ignoring cycles and extrapolating recent trends will lead to mistakes.

6. ... Contrarian Behavior - Only unpopular assets can be truly cheap.

Mainstream opinions create mainstream performance.

7. ... Patient Opportunism - You only need one or two good ideas a year.

So choose them wisely and be patient and thorough.

8. ... Preserving Investment Flexibility -
Things to be flexible with:
- Specific Strategies and Tactics

Things not to be flexible with:
- Philosophy
- Investment Goals
- Investment Strategy

9. ... Understanding the Implications of Market Efficiency - The biggest opportunities are found outside the mainstream.

(Microcaps, Special Situations, Neglected/Unpopular Stocks)

10. ... Acknowledging the Impact of Uncontrollable Factors - Some things are just out of your control.

The best protection against that is playing the long game.

What's your favorite Learning from Howard Marks?

[Compounding Quality @QCompounding]

🏆 This portfolio massively outperformed the S&P500

It probably will continue to outperform over the next decade too

Here are 15 Quality stocks you've never heard of:

[App Economy Insights @EconomyApp]

$META Meta Q2 FY23:

• Daily active people +7% Y/Y to 3.07B.
• Revenue +11% Y/Y to $32B ($1.2B beat).
• Operating margin 29% (flat Y/Y).
• FCF margin 34% (+19pp Y/Y).
• EPS $2.98 ($0.05 beat).

Q3 FY23 guidance:
• Revenue ~$32B-$34.5 (~$2B beat).

[Glenn Greenwald @ggreenwald]

🇧🇷

Here's a new @FT report on how the Biden State Dept, the CIA and the Pentagon engaged in "very unusual" efforts to shape Brazil's 2022 presidential election, and specifically to undermine Bolsonaro's narrative about election integrity and fraud:

https://t.co/kuXGG5uvXv

[The Cultural Tutor @culturaltutor]

Have you ever noticed that the save icon is a floppy disk, even though they became obsolete twenty years ago?

That's called a "skeuomorph" - when something new takes on the appearance of what it replaced.

And once you start to look, they're everywhere...

[República 12 Doses @rep_12doses]

Um pedacinho da nossa casa roxa pra vocês💜
Vídeo completo no nosso instagram!
https://t.co/0ha7zq4LOk

[App Economy Insights @EconomyApp]

Bernard Arnault displaced Elon Musk as the world's wealthiest person.

But there's more.

His company is now worth more than Tesla.

He's the CEO of LVMH (Louis Vuitton Moët Hennessy).

Here's a look at the company and how they make money.

$LVMUY $TSLA
https://t.co/QD6KGwolM1

[ESPN FC @ESPNFC]

The future of watching football is here 🤯

(via nazwif/TikTok)

[App Economy Insights @EconomyApp]

Meta is laying off 13% of its workforce this week.

More than 11,000 workers.

Here is a look at tech layoffs in the past year.

[Genuine Impact @genuine_impact]

Cloud market - AWS has the biggest market share

Will Azure and Google Cloud one day catch up and surpass AWS?

Microsoft Google Amazon $MSFT $GOOG $AMZN

[App Economy Insights @EconomyApp]

Apple Services made $19.2 billion last quarter.

It was more than:

🔴 Netflix $NFLX
🟠 Mastercard $MA
🟢 Spotify $SPOT
🟣 HBO Max & Discovery+ $WBD

Combined.

$AAPL

[javinpaul @javinpaul]

100+ SQL Interview Questions
1. Database and SQL - https://t.co/3jriMWp4cy
2. SQL Query - https://t.co/6gRGe4lAKn
3. SQL Server - https://t.co/N2zJS9KCly
4. MySQL - https://t.co/fwCF7jahy7
5. PostgreSQL - https://t.co/q0Fw4p0U4Y
6. Oracle - https://t.co/AnXzjVE73O

[The Block @TheBlockCo]

DeFi ETFs take flight in Brazil with two launches this month
https://t.co/gz58kjDjdy