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“Raise the bar on yourself. Never settle for doing “enough.” Today’s world is competitive and moves so quickly that you will have to raise your stamina level if you expect to remain in the competition or to even get into the competition to begin with” – D. Trump Yes, he is Donald Trump. People, especially in Europe, are still wondering how he won the elections. Others observed, enjoyed, eating popcorns despite the spoiler. Even if you don’t like him, the truth is that he is right. Doing just what’s expected is the perfect receipt for failure, for the inconsequential, for remaining invisible. No trouble, but no glory. Just one number. If you are of those few that want to raise the bar. Do more. Go beyond. Study. Read. Go to a seminar. Buy a course. Find new friends that are further than you are in your way to the top. Or find a mentor... like for example, by clicking below. Only until 31 January.
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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 👇
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,...