Scripta @LapisScripturae

$JPM CFO: "If we simply maximize ROE, we would become a tiny company and keep only the highest returning businesses while returning the rest of the capital to shareholders, and I think it's safe to say that you wouldn't want us to do that."

$JPM CEO Jamie Dimon: "Forward P/E ratios are around 20 or 21 today. And you know, tariffs do affect the E...Earnings forecasts will come down. We started the year expecting earnings to be up 12%. Now it’s more like 6–7%. My guess? In six months, that could be zero. So earnings…

Teleconferências de hoje (16/05/2025) #MRFG3, #AMBP3, #BBAS3, #BRIT3, #CSAN3, #ONCO3, #AVLL3, #EZTC3, #TCSA3, #BRFS3, #CPFE3, #CYRE3, #DEXP3, #GFSA3, #CASH3, #NGRD3, #ORVR3, #OFSA3, #SREN3, #SYNE3, #AALR3, #CSED3, #AMAR3

keyboard_arrow_left Previous keyboard_arrow_right Next

AI demand vs supply: "As fast as we actually put the capacity in, it's being consumed...we could be helping more customers and driving more revenue for the business if we had more capacity." — $AMZN CEO Andy Jassy "And in our AI services, while we continue to bring data center…

$META CEO: Apple and Google’s gatekeeping impacts Meta’s profitability "If we were able to do all the things that we thought were good... I think we might be twice as profitable as a company or something as we are now"

$WMT CFO: "The magnitude and speed at which these prices are coming to us is somewhat unprecedented in history"

Nick Timiraos @NickTimiraos

5 months ago

$WMT CFO: "The magnitude and speed at which these prices are coming to us is somewhat unprecedented in history"

9 13 73 49K 6

Resultados de hoje (15/05/2025) Antes da Abertura: #BRSR6, #SREN3 Depois do Fechamento: #AALR3, #CSED3, #CASH3, #AVLL3, #CYRE3, #NGRD3, #AMBP3, #DEXP3, #ONCO3, #BBAS3, #EZTC3, #ORVR3, #BRIT3, #GFSA3, #OFSA3, #BRFS3, #GOLL4, #SYNE3, #CSAN3, #MRFG3, #TCSA3, #CPFE3, #AMAR3

Teleconferências de hoje (15/05/2025) #BMGB4, #ELET3, #PNVL3, #PRNR3, #DOTZ3, #QUAL3, #MDNE3, #SEER3, #SHOW3, #AMER3, #CSMG3, #ENEV3, #LIGT3, #LOGN3, #OIBR3, #POSI3, #TRAD3, #TUPY3, #MELK3, #LEVE3, #ALOS3, #BHIA3, #DASA3, #EQTL3, #FIQE3, #BRSR6, #WEST3, #TRIS3, #JHSF3

keyboard_arrow_left Previous keyboard_arrow_right Next

$NU CEO: "We kicked off 2025 with strong momentum. During the first quarter alone, we added 4.3 million customers, reaching a total of 119 million across all our markets. That includes 105 million in Brazil, 11 million in Mexico. And just last month, we crossed 3 million…

Resultados de hoje (14/05/2025) Antes da Abertura: #AZUL4 Depois do Fechamento: #AMER3, #BMGB4, #BHIA3, #CSMG3, #DASA3, #DOTZ3, #ELET3, #ENEV3, #EQTL3, #ALOS3, #PNVL3, #PRNR3, #JHSF3, #LIGT3, #LOGN3, #LEVE3, #MELK3, #MDNE3, #OIBR3, #POSI3, #QUAL3, #SEER3, #TRAD3, #SHOW3,…

Teleconferências de hoje (14/05/2025) #RAIZ4, #SEQL3, #VTTR3, #BMOB3, #ALLD3, #CURY3, #CVCB3, #IFCM3, #STBP3, #SLCE3, #VSTE3, #VITT3, #ARML3, #ENJU3, #HBOR3, #AZUL4, #SOJA3

Nubank (#ROXO34 $NU) Receita de US$ 3.248 MM (+18,7% a.a.), lucro líquido de US$ 557 MM (+47% a.a.). Custo de servir estável a.a.. Receita sem efeito cambial +40,2% a.a.. Despesas operacionais +2,5% a.a..

Question to $CSU Founder Mark Leonard: "When you look back on your gesture of "working for free for the past decade," what has been the impact on the business?..." Mark:"It just makes the board really reticent about firing me. In terms of value for money I am a spectacular deal"

Constellation Software's 2025 AGM is going on right now. "The quality of the additions in our funnel is nowhere near as good as it used to be… nowadays it tends to be much more far-flung geographies and it’s less tightly defined" - Mark Leonard $CSU $TOI.V $LMN.V

Resultados de hoje (13/05/2025) Depois do Fechamento: #ALLD3, #ARML3, #BMOB3, #SOJA3, #CURY3, #CVCB3, #ENJU3, #HBOR3, #IFCM3, #ROXO34 $NU, #RAIZ4, #STBP3, #SEQL3, #SLCE3, #VSTE3, #VTRU3, #VITT3

Teleconferências de hoje (13/05/2025) #SBSP3, #YDUQ3, #DIRR3, #HAPV3, #NTCO3, #EVEN3, #TECH3, #OPCT3, #VIVT3, #TFCO4, #SBFG3, #IRBR3, #PETR4, #BRAV3, #NU $NU

No resultado de 2024, o CEO da Hermès, exemplificou a descorrelação entre crescimento e expansão de espaço físico no mundo de varejo e luxo. Contra intuitivo para o investidor tradicional. Marcas excepcionais buscam novas avenidas de crescimento além do óbvio. "Quando comecei a…

Natura (#NTCO3) Receita líquida de R$ 6.679 MM (+9,4% a.a.), lucro líquido ajustado de R$ 929 MM (-28,7% a.a.). Fluxo de caixa livre das operações continuadas em R$ -675 MM (R$ -190 MM no 1T24). Margem bruta em 66,3% (+1,1 p.p. a.a.). Margem EBITDA recorrente em 11,8% (+0,6…

Grupo SBF (#SBFG3) Receita líquida de R$ 1.554 MM (+4% a.a.), lucro líquido de R$ 74,2 MM (+40,6% a.a.). Margem bruta de 49,7% (+0,9 p.p. a.a.), 50,7% (+1,3 p.p. a.a.) na Centauro e 43,7% na Fisia (+0,3 p.p. a.a.). Margem líquida ajustada de 4,8% (+1,3 p.p. a.a.). SSS em lojas…

Sabesp (#SBSP3) Receita líquida de R$ 5.428 MM (+3,9% a.a.), lucro líquido de R$ 1.176 MM (+29,1% a.a.). Consumo total em +1,1% a.a.. Tarifa média consolidada +5,2% a.a., residencial +1,4% a.a. e industrial +18,7% a.a..