Primeira gestora independente do Brasil, criada em 1988. Focada no investimento em ações no Brasil e no exterior.
Rio de Janeiro, Brazil
Joined September 2009
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IP Capital Partners retweeted
Zuck has been at war with Apple for 5 years since they nuked FB's advertising business on iOS. He's been looking for his way out of Apple's hardware jail since then, and tonight was his tour de force.
I think the mad lad might actually pull it off between the trio of products he released today and suddenly the $META renaming doesn't look so bad.
$META unveiled Muse Charm, a palm-sized 5G device built specifically for talking to its Muse AI agent.
They plan to ship the device in December, in time for the holidays.
IP Capital Partners retweeted
Stocks are so liquid, that it’s benefit for the investor turns to a disadvantage for many investors.
Trading stocks way too much. 🧠
IP Capital Partners retweeted
Eu tenho uma tarefa recorrente na minha semana que é ver se eu não deixei de ler nada que a @IPCapitalPart publicou. Sempre trazem um conteúdo muito legal, para além das coisas "de mercado".
IP Capital Partners retweeted
“When there is a frenzy of activity in one area of the market there is very often an anti-bubble of discarded companies. In the dot com era these were companies with steady cash flow.”
— Nick Sleep 🗣️ (Nomad Letter Jun 2006)
IP Capital Partners retweeted
Concerning.
Here's the 1 year return of notable IPO's within the last fifteen years, via @charliebilello
IP Capital Partners retweeted
“Mozart was the greatest musician to ever live, yet his life was full of unhappiness and resentment.”
“He overspent his income and was full of jealousy. All you've got to do is learn from Mozart.”
- Charlie Munger. 2019
IP Capital Partners retweeted
An underrated cheat code in life: being incredibly reliable. Show up on time. Do what you say you will. Own your mistakes. It goes so much further than you think.
IP Capital Partners retweeted
Estamos superestimulados e nem percebemos.
Netflix enquanto comemos.
Reels no banheiro.
Música para cozinhar.
Podcast durante a caminhada.
Consumimos no piloto automático, não por escolha.
IP Capital Partners retweeted
this is scary. screen swiping activates the same brain areas as drug addictions. our brains haven’t evolved to hold so much stimulation. as a result, our attention span is being destroyed. here’s how to reclaim your attention:
1. take deliberate breaks. it’s literally a skill. less tech during break is best. look out the window, stare at the wall, even for 3 minutes. it’s not a forced moment of doing nothing, but a natural dose off.
2. define no-phone time periods in the day.
3. change your phone settings to make it less interesting. reduce the brightness, the color, the blue light.
4. prioritize good sleep. your brain isn’t inactive while sleep, it’s constantly regenerating energy and processing information. keep your sleep time regular and your room cool.
IP Capital Partners retweeted
As IAs estão empurrando a humanidade para uma atrofia cognitiva silenciosa? Estamos aceitando o atalho da resposta rápida que a IA nos fornece e perdendo a nuance que rege a maioria dos assuntos complexos?
Essas reflexões foram provocadas pelo excelente relatório da IP Capital.
Vale muito a leitura ! 👏🎯
IP Capital Partners retweeted
já li muita carta mensal da gestora, mas essa visão sobre investimentos e IA foi brincadeira!! parabéns, a melhor de todas!! 🥇
IP Capital Partners retweeted
The market feels so inefficient right now. All the "AI winners" trade in line as a group; same for those stocks supposedly disrupted by AI. It's indiscriminate buying and selling fueled by emotion and momentum. Reminds me of Covid when all the "stay at home" stocks traded as a group and all the "real world" stocks did the inverse. Once in a while, the market becomes susceptible to narratives (even crazy narratives) and people extrapolate too far; i.e. we won't need any physical stores, we won't need in person meetings; there will be no more need for human labor (2026 trumping 2020 by removing not just human meetings, but humans altogether). The market is very vulnerable to inefficiencies when these narratives are given even some credibility. They often occur at big inflection points, although I have no idea which direction the stock market will go next. But I am pretty convinced this is one of those times when it is ripe for inefficiency.
IP Capital Partners retweeted
Ter muitos recursos naturais pode ser uma maldição.
O que fez a Venezuela quebrar e a Noruega, que era pobre, prosperar?
A história de um iraquiano que salvou a Noruega explica o que o Brasil precisa aprender.
