Data last refreshed: April 20, 2026
Engagement metrics shown below reflect data as of this date. Current LinkedIn stats may differ.
A Story About Bringing the Right Attitude In 1998, I was taking a 6 month break from my undergrad in Brazil by taking finance courses at Berkeley. As soon as I landed, I found out that some crazy...
PERPLEXITY STOCK PICKING COMPETITOON Incredible opportunity for Undergrad students to pitch Daniel Loeb, my dear former boss, Phillip Laffont and Ken Rao using Perplexity Computer on a Stock Picki...
Thank you Fabiano Cintra for organizing an engaging conversation about AI, Blockchain and Quantum with several XP Inc. clients and team members. I hope you enjoyed my demos of ElevenLabs and Perpl...
Just want to wish Karina Martinez best of luck in her new career step of helping build Comp. Karina is a true team player. She did terrific job at Valor and I am sure she will do well in whatever...
*🚨 IA VAI DOMINAR O MUNDO – E O BRASIL SERÁ DESTACADO POR OSMOSE | AFTERMARKET* Estamos publicados! https://lnkd.in/e4TbMv3g Depois que a B3 fecha, a resenha começa! Está no ar o Aftermarket, n...
$6bn. That is a number everyone will talk about tomorrow.
Average Tenure of a Company in the S&P 500 Over Time In 10 years, will the number be 10 years? This chart by Apollo is perfect to reflect about investing, which is the art of calculating a presen...
Perplexity Computer And Surviving What is To Come Some people thought Perplexity was dead. Think again. Watch the video below and set up Perplexity Computer for your business and personal life. ...
3 Month Sabbatical Almost all of us need to take a 3 month sabbatical to learn AI or take 3 days a week, including weeeknds, to learn the tools. That will change the path of many people. Hard ...
We are hiring! Growth Investing. See below for details!
FCF Yields 2 types of companies: those that can re-invest cash flow or excess cash at clear ROIC higher than their cost of capital and those which cannot. Those which cannot therefore must retur...
A good friend Schuster Tanger shared this article which I thought was a great read
Today we had a blast at ElevenLabs London Summit. Scott Sobel and I got to witness the company’s successful transition to enterprise grade solutions. 2 striking examples were their new Flow crea...
Huge honor for Valor to invest again in ElevenLabs and support your company in Latin America
Pleasure sharing some thoughts on Latam markets and IPOs with NeoFeed’s Ivan Ryngelblum. https://lnkd.in/eMqSi36J
Amazing!
Horologer MING: Principles First Thinking, Learning and Innovation As a student of great companies, tech or non-tech, a few concepts repeat: - Their founders dare to think differently from a Pri...
LATIN AMERICA'S DECADE The geopolitical challenge that China poses to the US is leading the US to look to Latin America strategically. In my view, this is very different than when the US needed t...
Some days are way more important than others in history. Today is clearly one of those.
SPEAR ETF My dear friend Ivana Delevska’s Actively Managed ETF is TOP 2% Performance of Morningstar Funds. She has heroically grown this from nothing 4 years ago and now has AUM of $150M. SPEAR ...
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