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Marcelo P. Lima

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Website Twitter
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fraud 20x Carrefour's 13 years ago

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June 14, 2023, 3:13 p.m.

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"sudden death" "internal views" "board's view" 🤦🏼‍♂️

June 14, 2023, 2:52 p.m.

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background:

Marcelo P. Lima
The Zoom call on the website of Lojas Americanas at is really worth watching It's in English.

June 14, 2023, 2:42 p.m.

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Surprised there isn't more coverage on this Americanas fraud

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June 14, 2023, 2:42 p.m.

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The phone company used to charge you more money for having extensions in your house

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June 14, 2023, 1:35 p.m.

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Iger / Chapek vibes

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June 14, 2023, 1:13 p.m.

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“Our year is screwed,” said an Anheuser-Busch distributor who doesn’t carry Modelo.

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June 14, 2023, 2:17 a.m.

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Toyota's stubbornness in developing hydrogen vehicles is bewildering. Where is the refueling infrastructure? Meanwhile they maintain a very broad (and expensive) product line, with ICE, HEV, BEV...

June 13, 2023, 2:12 p.m.

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And this: Apple’s initial efforts in marketing are detailed here

June 13, 2023, 12:35 p.m.

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Replying to @Lawrence Hamtil

@lhamtil @adam_tooze @rhunterh I believe it was at 10x earnings when he bought, too

Lawrence Hamtil
Another interesting chart from DoD showing defense industry consolidation, specifically rocket motor production h/t @adam_tooze & @rhunterh

June 13, 2023, 12:06 p.m.

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Fewer lawyers, more engineers.

June 13, 2023, 12:11 a.m.

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Retweeted post by @Elon Musk
Elon Musk
@pmarca How many years do we have before AI kills us all?

June 12, 2023, 11:42 p.m.

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This was written 21 years ago. FERC thought we didn't build enough transmission. It's true, but the problem wasn't solved by unbundling transmission. It's now clear that permitting is the bottleneck.

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June 12, 2023, 5:56 p.m.

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cc @AlecStapp

June 12, 2023, 5:56 p.m.

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In the 1990s Enron built a 1,380-mile fiber optic cable with the idea that it would own a tollbooth on the internet

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June 12, 2023, 5:42 p.m.

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RevPar in SF 23% below 2019

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June 12, 2023, 5:27 p.m.

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"We buy good companies with outstanding management and good growth potential at a fair price... If I only had two draft picks out of American business, Walter Scott and David Sokol are the ones I would choose for this industry." — Warren Buffett (1999)

June 12, 2023, 3:45 p.m.

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How does Nasdaq's CEO/CFO/BOD think it's a good deal to pay 18x revenues for this?

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June 12, 2023, 2:25 p.m.

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"The antidote to that kind of mistiming is for an investor to accumulate shares over a long period and never to sell when the news is bad and stocks are well off their highs." — Warren Buffett (2013)

June 12, 2023, 1:06 p.m.

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"(Remember the late Barton Biggs’ observation: “A bull market is like sex. It feels best just before it ends.”)

June 12, 2023, 1:06 p.m.

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"The 'when' is also important. The main danger is that the timid or beginning investor will enter the market at a time of extreme exuberance and then become disillusioned when paper losses occur...

June 12, 2023, 1:06 p.m.

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According to Gurman, Apple spent $15 billion to develop the Vision Pro. Zuck spent $2 billion for Oculus and RL has had an additional $50 billion in operating losses since then.

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June 11, 2023, 6:08 p.m.

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Replying to @Dan Nystedt

@dnystedt Sounds off by an order of magnitude

Dan Nystedt
Ives target:

June 11, 2023, 6:03 p.m.

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Replying to @SouthernValue

@SouthernValue95 True; but what sparked your comment?

SouthernValue
The Grant’s Interest Rate Observer team is so painfully out of touch with reality

June 10, 2023, 11:51 p.m.

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Kind of ironic that BNSF doesn’t adopt PSR given that Hunter Harrison worked there in 1982

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June 10, 2023, 11:08 p.m.

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