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There is one thing you need to do to have unlimited ideas. Simple. Easy. But it requires discipline and open mind. Observe. That’s it. Look, Jane Goodall was a lady with no formal education. She just loved animals. In 1960, she went with Louis Leakey, an anthropologist to Tanzania, to give him a hand. They studied chimpanzees’ behaviour. Not much equipment, no laboratory, no guidance. Just a notebook and a pair of binoculars. For a long time, she couldn’t get close to them, but her perseverance paid off. Slowly, she noticed details no one had documented. She observed behaviours that shattered long-standing beliefs, such as chimpanzees using tools, previously thought to be an exclusively human trait. Patience and the power of observation simply revolutionized wildlife research and our understanding and views of our closest relatives in the animal kingdom. Just by looking. Just by observing with the intention to learn. This is why I love to be surrounded by successful people making business. I take my popcorns and enjoy. I observe. I learn. Then, I even try the things that I learned. You can save years by doing that yourself. Observing with the intention to learn. Observing people’s behaviours, observing trends, observing investors, observing businesspeople. With open mind, without judging. Just observing. Then, geeks like me put those things into practice… If you want to observe something this weekend, you can take a look to what I’ve been doing in terms of Real Estate investing in this book. Real numbers, no bullsh*t. You can buy it below.
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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...
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