Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
Fast and permanent
|
Change can happen to you. If you are one of those that think that a person cannot change… go to the ophthalmologist, you need a review. If you are one of those that think that YOU can’t change and grow… there is a bottom that says unsubscribe. Please click. Change can be fast. Change can also be permanent. Vinh Giang, a raising start in communication, says that “don’t be so attached to who you are in the present, that you don’t give the future version of you a chance”. And he is so right. We are attached to our habits, even if we know that they are bad. To our friends, even if they are toxic. To our city, even if we know there is no great future there. To our routines, Netflix series, and so many other things… You know the quote. It’s crazy to do exactly the same and waiting for different results. Change can happen to you, but you need to want it. Change can be fast, but you need to want it… fast. Change can be permanent, but you need to want it… permanent. No stupid and impossible diets here. There is so much I could tell you about these three concepts… change, fast and permanent. A way to start is clicking below. Price will go up in a few days. Enjoy.
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 👇
Infrastructure investors used to love a simple story. Capacity. Traffic. Revenue. Return. Easy stuff. A port handles more containers. A road carries more vehicles. And so on… Everyone opens Excel. Everyone smiles. Then the Strait of Hormuz says: Cute model. I love you… Welcome to geopolitics… force majeure or insurability… Now, the spreadsheet needs therapy. If you follow the news that doesn’t talk about Trump, you probably know that the Gulf is now accelerating investment in ports, pipelines...
Kenya may have explained toll-road PPPs better than many rich countries. I know. Uncomfortable. The normal script is different. Rich countries teach. Emerging markets learn. Someone says “capacity building.” Everyone nods. Beautiful. Except sometimes fiscal pressure creates better thinking than comfort. Kenya’s Rironi–Nakuru–Mau Summit Highway is interesting because the government seems to have asked the ugly question that someone needs to answer: Who pays? It’s a beautiful project… you...
A young engineer arrived at his first PPP meeting. He had prepared properly. He had read the 300-page PPP guide. Then the meeting started. Availability payments. DSCR. Relief Events. Compensation Events. Senior debt. Subordinated debt. After twenty minutes, he whispered to the person next to him: “Is there a glossary?” “Yes,” the colleague replied. “It’s 68 pages.” Welcome to PPP. I was not that junior this time… but trust me… I could have been… An industry that sometimes needs 68 pages,...