@malopez1975

L2 Capital. Tweets are not investment advice. Catholic guy

l2capital.com.br
Joined June 2015
  • Tweets5.7K
  • Following347
  • Followers16.9K
332Media
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 amazon.com/ENERGIA-LIMPO-dis…
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You can have great companies, talented managers and double-digit interest rates. But political risk and currency depreciation can wipe out your returns. Your income and assets are already tied to Brazil. Must your portfolio be, too? Free on Sustack: marcelolopez.substack.com/p/…
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Uma hora dessas eh bom lembrar de uma frase do Richard Rytenband "Uma hora o Brasil te pega". Vou escrever sobre isso @fernandoulrich
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Political "comeback"
The Kobeissi Letter
@KobeissiLetter18h
BREAKING: In an unprecedented comeback, Brazil's President Lula da Silva has defeated Flavio Bolsonaro, securing a 4th term in office. Lula is officially the first presidential candidate in Brazil's modern democratic history to lose the first round of voting and go on to win the runoff. Prior to the election, Lula's implied odds of victory had fallen as low as 10%. This marks one of the most remarkable political comebacks in Brazil's history.
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Charter Communications ($CHTR): down over 80% in 5 years. Declining revenues, a heavy debt burden and intensifying competition. But also the potential for strong FCF. My latest on Substack: marcelolopez.substack.com/p/…
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In 2022, conventional wisdom said to stay away from California cannabis. We disagreed. Our investment in $GLAS paid off beautifully. Last year, we sold our entire position. Read why we bought, what the market missed, and why we ultimately walked away: marcelolopez.substack.com/p/…
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Important read about averaging down: when to buy more and when to walk away. A lower share price doesn’t always mean a bargain. The goal isn’t to lower your average cost, it’s to make better investment decisions. My latest: marcelolopez.substack.com/p/…
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"I’ll buy the index. This way, I’ll have a diversified portfolio"
Evan
@StockMKTNewzOct 15
When you buy $10,000 of the Nasdaq 100 $QQQ this is how much of each stock you're buying $831 of Nvidia $NVDA $751 of Apple $AAPL $609 of Microsoft $MSFT $604 of Google $GOOGL $448 of Micron $MU (The full list is below)
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My most important portfolio update so far. After 30+ years in financial markets, I’ve rarely seen a market this bifurcated. There’s a lot to unpack and some important developments I want to share with subscribers. Full update is now available: marcelolopez.substack.com/p/…
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Korea may be the canary in the coal mine. Market leadership is narrowing, passive flows are propping up mega-cap valuations, and the S&P CAPE is near 42x. Like the Nifty Fifty in the 1970s, today's winners may not remain untouchable forever. My latest: marcelolopez.substack.com/p/…
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Everyone wants to invest in the next big thing, but sometimes the real moat is underneath it. Apps and financial products can change quickly. Payment infrastructure doesn’t. My latest on Substack: marcelolopez.substack.com/p/…
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Dilma?
End Wokeness
@EndWokenessSep 25
Kamala Harris just attempted to explain AI & social media algorithms 𝗪𝗔𝗥𝗡𝗜𝗡𝗚: You will lose brain cells (It's worse than you think)
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Expectations have come down significantly, marked by an 80%+ collapse in the share price, while the balance sheet remains strong and the business continues to grow and generate cash. Sometimes, the most interesting opportunities are hiding in plain sight. marcelolopez.substack.com/p/…
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The Perfect Storm Has Created an Opportunity. Weak growth. Falling margins. Management turnover. Guidance cuts. The market has punished the stock brutally. But expectations have collapsed faster than the underlying business. My latest on Substack: marcelolopez.substack.com/p/…
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Excelente artigo, vale a pena ler: substack.com/@rodrigolpez617…
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He should start an ultra-leveraged hedge fund
Jordan Schachtel
@JordanSchachtelSep 9
So Jacob Coxon, who dramatically resigned from Anthropic yesterday, worked there for a grand total of six weeks. He started with them in July. All of his socials appeared yest. It has all the signs of a highly coordinated op through doomer mega donors and the corporate media.
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Lululemon ($LULU) is down >80% from its highs and now trades around $100. This has definitely caught my attention. The upside could be significant if the turnaround works. But is there enough margin of safety? My latest on Substack: marcelolopez.substack.com/p/…
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An opportunity on the other side of the world worth looking at. I wrote about it, the risks, and the numbers in my latest Substack: marcelolopez.substack.com/p/…
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"Anatomia do Estado" eh leitura obrigatoria! Esse aqui eh o proximo da lista:
Fernando Ulrich
@fernandoulrichSep 4
"O Estado é uma gangue de ladrões em larga escala". Murray Rothbard.
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The market loves a good narrative. Ozempic will destroy the food industry. AI would destroy incumbents. New competitors will take market share. When the narrative becomes consensus, it’s worth asking: What if everyone is wrong? Read on Substack: marcelolopez.substack.com/p/…
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$PYPL crashed in after-hours trading after reports that Stripe and Advent walked away from their $60.50/share offer. But has anything really changed? My latest on Substack: marcelolopez.substack.com/p/…
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