@amarinasena: descalça numa ilha é tão mágico 🏝️ #numailha #marinasena #fyp

marina sena
marina sena
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Region: BR
Friday 27 December 2024 21:13:41 GMT
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ccamiillaa2
CAMILA :
pra quê
2024-12-28 02:07:15
752
thayllajaur
ThayllaJaur :
pra mim ela exala oq é ser mulher brasileira, uma diva
2024-12-30 15:52:15
879
euujofi
Eujofi :
o povo se incomoda com tudo mds
2024-12-28 21:42:27
321
raquell.sahh
sasa🕷️ :
vcs aí se doendo e ela fazendo o dinheiro dela
2024-12-29 02:39:13
128
selfkj
Ksksksksksk do :
Essa mulher é surreal.
2024-12-29 14:22:34
73
sincer.a0
رافاييلا𖦹.ᐟ :
meudeus...socorro
2024-12-31 20:00:48
47
llavrezende
rezende :
ola somos terra
2024-12-28 22:22:34
49
as.quitoles
as.quitoles :
ela é tao linda e tão natural
2024-12-29 21:42:12
42
aragoneidyviana8
🅰️ragoneidy Viana 🏳️‍🌈 :
essa Mulher é tão sedutora ❤
2024-12-29 00:50:10
40
eaee_loh1
loh :
cadê?
2025-01-21 08:26:10
1
g.__570
limax :
quando eu tiver minha filha adolescente e ela ouvir essa música no celular dela e perguntar ( mãe você conhece essa música?) e eu dizendo ( sim filha essa é do meu tempo) 😍😍😍😍😍
2025-01-05 23:20:34
3
sabrina.batista29
Sabrina Batista :
Ela é tão linda e talentosa! Não sou muito de ouvir músicas brasileiras mas ela ganhou meu coração. Linda e toda natural, o que é raro hoje em dia. 👏🏼👏🏼😍😍
2025-10-04 08:11:39
1
krratza
Kratza :
te amo linda
2024-12-30 16:53:27
2
kelle167
kelle167 :
Essa mulher é uma deusa de tão maravilhosa
2025-01-17 00:02:14
3
rayluci_
𝑹𝒂𝒚𝒂𝒏𝒏𝒆 :
Gente …………
2025-01-05 17:52:17
2
janaina.miranda29
janaina Miranda. :
que mulher maravilhosa meu Deus 🥰🥰, voz suave
2025-01-20 23:42:23
0
sarinhaa519
Saraahh@ :
Cadê ???
2024-12-29 23:09:32
2
hellensenner
hellen :
Deusa ❤️❤️❤️
2024-12-27 22:35:22
0
mrnts_sz
MauMau ☢️🇧🇷 :
Bem vinda de volta Marisa Monte
2024-12-30 21:06:49
23
pingodezovo
megumin :
a mari é surreal de linda
2025-01-06 16:30:31
0
cauyl
cauã :
Marina vê meu remix🥹
2025-01-02 19:57:42
0
sophiaaarcoverde
￴ ￴￴ ￴￴ ￴￴ ￴ ￴￴ ￴￴ ￴￴ ￴￴ ￴￴ :
pra que?
2025-02-01 18:32:17
0
vic.lisboa
Victoria Lisboa :
Kkkkkk
2025-01-15 01:18:04
0
lellysgata
L💋 :
Tá mana Teamo
2025-01-10 01:00:39
0
yasmimlbarros
Yas💋 :
Lindaaaa
2024-12-28 22:06:38
0
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I'm sounding like a broken record. But that's how investing should be. Research the business, dissect the valuation, buy when risk/reward favors you — then wait. Nothing 2x's the day you buy it. Microsoft: - Embedded in every white-collar workflow. Ripping it out is a headache; you just renew. - Azure + M365 = distribution. Copilot didn't need a go-to-market, just a checkbox. - Switching costs at every layer: identity, security, data, compliance — frameworks rivals would take years to qualify for. - AI capex is defensible: they own the distribution, the tools, and the cloud. Three monetizations, one customer. - Historically cheap for this quality. Meta: - AI's strengths are Meta's strengths: pattern recognition at scale. See the revenue re-acceleration. - 3B+ daily users = distribution no one can buy. Every launch is a free option on a new business. - Flywheel: engagement → data → better models → better ads → more ad dollars. - Founder-led, and willing to cut ruthlessly when needed. - Also historically cheap. SPGI: - Ratings are baked into covenants, mandates, and capital rules. You can't go around them or replicate a century of acceptance. - Indices = a royalty on global markets. Trillions track the S&P 500; ~68% margins. - Subscription revenue: rounding-error cost, mission-critical workflow. - Nearly every dollar converts to FCF — buybacks + 53 straight years of dividend hikes. - Also historically cheap, just as the Mobility spin leaves a cleaner core. Do your own research — use my ideas as a place to start. #investing #stockmarkets #research
I'm sounding like a broken record. But that's how investing should be. Research the business, dissect the valuation, buy when risk/reward favors you — then wait. Nothing 2x's the day you buy it. Microsoft: - Embedded in every white-collar workflow. Ripping it out is a headache; you just renew. - Azure + M365 = distribution. Copilot didn't need a go-to-market, just a checkbox. - Switching costs at every layer: identity, security, data, compliance — frameworks rivals would take years to qualify for. - AI capex is defensible: they own the distribution, the tools, and the cloud. Three monetizations, one customer. - Historically cheap for this quality. Meta: - AI's strengths are Meta's strengths: pattern recognition at scale. See the revenue re-acceleration. - 3B+ daily users = distribution no one can buy. Every launch is a free option on a new business. - Flywheel: engagement → data → better models → better ads → more ad dollars. - Founder-led, and willing to cut ruthlessly when needed. - Also historically cheap. SPGI: - Ratings are baked into covenants, mandates, and capital rules. You can't go around them or replicate a century of acceptance. - Indices = a royalty on global markets. Trillions track the S&P 500; ~68% margins. - Subscription revenue: rounding-error cost, mission-critical workflow. - Nearly every dollar converts to FCF — buybacks + 53 straight years of dividend hikes. - Also historically cheap, just as the Mobility spin leaves a cleaner core. Do your own research — use my ideas as a place to start. #investing #stockmarkets #research

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