Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
Blood in your veins
|
“When you understand that every opinion is a vision loaded with personal history, you will begin to understand that all judgment is a confession.” – Nikola Tesla Note that sentence. Do it by hand. Yes, in a piece of paper. Have it next to your screen, desk, or whatever. Read it every day. and every time a stupid shows you his stupidity through his month. If that sentence does not make you jump out of your chair to do something productive... you simply have no blood in your veins. That's all for today.
​
PD 1: If you liked this email, don't keep it in secret and forward it to a friend. They will thank you enormously one day. PD 2: If somebody has sent you this email and you want to receive emails like this yourself, visit vicentevalencia.com PD 3: If you want unsubscribe, click the link below. |
Vicente Valencia
Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
Yesterday, I paid my house insurance again. The house is still standing. Nothing burned down. Another year of terrible returns. I should complain. Which brings me to New Zealand’s proposed LNG import facility. Interesting project… So, of course… Everyone has an opinion. Too expensive. Ridiculous. Essential. A disaster. And that’s before anyone opens the spreadsheet. Here is how I look at projects like this one. An insurance policy. Domestic gas supplies are declining. When the hydro lakes run...
I spent two weeks without WhatsApp. Not a digital detox. Life made the decision for me. As a business owner, consultant, investor, and someone with hundreds of friends all over the world… I was uncomfortable. When I finally opened it, I had around 2,600 unread messages. Honestly, I was surprised there were so few. But the bigger surprise? Nothing terrible had happened. A humbling discovery. Apparently, the universe had continued operating without my blue ticks. Things stayed under control....
An infrastructure fund manager has three problems. First, raise the capital. Not easy. Second, deploy the capital. Also not easy. Because after telling LPs you have access to a wonderful infrastructure pipeline, eventually you need to buy something. Small detail. And third… Invest the capital in something that does not behave like what the fund promised to invest in. That is where careers become interesting. It’s not only about losing money. It’s walking into the Investment Committee and...