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I know you won't do this
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When you are with your radar on, even a short trip can bring you great ideas. You drive, everybody is sleeping, and you see business opportunities or business ideas. I can’t help it. Suddenly you see that there are people “operating” farms. I think that’s a great idea. I come from the countryside and I’m sick of seeing old people with no succession plan, and no buyers for their land. Great idea. Old and tired, too much work, very little gains, they can’t cope with technological changes, they close. With lots of baby boomers retiring, this seems to have a market. It’s like arbitrage in Airbnb… you don’t need to have lots of properties to make money in the real estate market. Just rent long term, operate short term rentals. It takes some work, but it’s profitable. Still… many people will read this, and won’t even get to the internet and check competitors for the farm operators, business models or whether there is any opportunities where they live. I did. And I won’t tell you the results. It’s just a question of mindset. You can see opportunities everywhere, or just trouble. If just see the second, don’t complain about Trump, Biden, taxes, or your paycheck. Take a look to the business opportunities I explain in this little book. Buy it today. Next week, I double the price.
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Vicente Valencia
Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
Look. Capital does not flow into PPPs because the project is important. Or because the Government wants it. Or because the infrastructure is badly needed. This is something many get wrong. Capital flows when the project makes sense. When revenues are clear. When risks sit with the parties best able to manage them. When governance works. When the financial model survives serious scrutiny. When the documents answer difficult questions before investors ask them. In summary, when money can...
Look. Leverage is not only what you can actually do. It is what the other side believes you can do. That matters. Especially in big infrastructure projects and SPVs. Every contractor, operator, supplier, authority and shareholder is constantly assessing two things: What can they gain? And what could they lose? Find that out, and you start negotiating properly. Not emotionally. Not aggressively. Properly. You understand what matters to them. You understand what they fear. And you use that...
Look. There are many boring industries. Infrastructure is one of them. PPPs are even worse. Long meetings. Technical reports. Risk registers. Governance papers. Contracts nobody wants to read. Very boring. Good. Boring markets are often gold mines. And you know my opinion on this too. The best PPP or major infrastructure project is usually boring too. No drama. No heroic recovery plan. No ministerial crisis. No contractor threatening to walk away. No board meeting that feels like a hostage...