leo.pmachado @leo_cpm
🇪🇪 Americana, Brasil Joined November 2017-
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“Cade o dinheiro do INSS” “Cade a preocupação com a ilha de Marajó” Boca de 09, bem vindo a extrema direita
Thank god for Michael Eisner and Frank Wells! Without them we wouldn’t have the parks, resorts and films that defined Disney and elevated the resort experience. Current management is too guided by budget, not a creative vision.
Esse treinador aqui só não venceu o Real Madrid lendário de CR7 porque abriram a barreira
Felizmente existe um índice para medir se o agronegócio é subsidiado ou não. Chama-se Producer Support Estimate. O Producer Support Estimate mede o nível de apoio financeiro que os produtores rurais recebem dos governos, tanto de forma direta (subsídios, crédito subsidiado)…
Of course that’s your contention. You’re a first-year deep value investor. You just finished The Intelligent Investor, think net-nets are a cheat code, and you’re tweeting P/B ratios like they’re scripture. Right now, it’s all about Ben Graham, "margin of safety," "cigar…
Caro colega esquerdista. Vamos bater um papo aqui, na humilde. Vc não pode ser trouxa em acreditar que Bolsonaro roubava do INSS para dar o dinheiro ao sindicato do irmão do Lula. Vamos lá, até vc é capaz de ver que essa tese é esdrúxula. Ao menos tenha dignidade pelos idosos!
Outra coisa que não vai para a conta é um maior risco de má alocação de capital pelo imperativo institucional. Com concessões curtas, a gestão pode adotar um apetite desmedido nos leilões com o incentivo de não deixar a cia encolher ao longo do tempo. Passo longe nesse preço.
Outra coisa que não vai para a conta é um maior risco de má alocação de capital pelo imperativo institucional. Com concessões curtas, a gestão pode adotar um apetite desmedido nos leilões com o incentivo de não deixar a cia encolher ao longo do tempo. Passo longe nesse preço.
#TAEE Na conta mais otimista de TIR real (BBA), hj spread p/ NTNB é qse nulo, única justificativa pra isso é se considerar ntnb after tax, como retorno da TAEE é mais via dividendo, mercado "ajusta" a diferença... na TIR dos dms sell sides, fica difícil justificar preço de hj..
Mohnish Pabrai: "The Odds That The S&P Delivers over 5%/YEAR For The Next 10-15yrs Approximates ZERO"
Something I’ve always wanted Universal to do was try and compete directly with Epcot. I think there’s a theme park design sitting right in front of them that could be incredibly lucrative and comparable whilst also being entirely unique. Essentially….. world showcase, but…
People often wonder why Tony Baxter has little to do with Disney now. Here’s the reason why. Due to his incredible work ethic and passion for thematic integrity, Tony has made enemies at the top of the company. He didn’t retire in 2013 but was forced out. Imagineer Tom Fitzgerald…
This was literally the coolest ride ever
Que isso, bicho!!! Ameaçou prender o cara e ainda ir atrás da família toda do cidadão caso ele não falasse o que o Ovo quisesse ouvir. PQP!!!
Post Malone: “I wrote this song about the Chiefs and the referees” Plays “I Had Some Help” 💀🤣
Neymar jogou Copa do Mundo com David Luis e Dante na zaga. Fred de 9. Se tivesse uma equipe nota 6 (igual Romário teve), seria bicampeão e hoje colocado como o maior jogador brasileiro depois de Pelé. Deu azar de ser duma geração de perna de pau.
1/1/27 Leonardo Gustavo Lima Zezé Henrique e Juliano Cantando Capitão do Povo.
⚠️🚨⚠️🚨 *IMPERDÍVEL!* Fernando Schüler foi cirúrgico em seu pronunciamento ao receber o prêmio Liberdade de Imprensa 2024. Na plateia, Michel Temer (que indicou Alexandre de Moraes ao STF) engoliu a seco e Marco Aurélio Mello quase chorou. Vale a pena escutar cada segundo.…
RENATO GAÚCHO EXPLICANDO A IMPORTÂNCIA DA POSSE DE BOLA
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