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First… Why should you care? Over and over, we have heard from our parents or at school the same story. Study hard. Get a good degree. With the good degree, a good job. Then, work hard. That’s the perfect receipt to be permanently frustrated about how little money you make, and how much money others make. No matter if you are an operator or a CEO. The money that you make out of selling your time never tastes fulfilling. If you care about that, you should continue your education until you die. Not more degrees necessarily. But just more experience. You need to expose yourself to new things. You need to learn new things. And why? Just to have more options. Knowing every day more and more about less and less is also following the path of slavery. You limit the companies you can work for. You limit the positions you can work on. And if you didn’t take care of your finances… You limit enormously the offers that you can accept for that job in that company. So, continuing your education, trying new things, get exposed to new people, thinking, mindsets, businesses, opinions, etc. is just a way to give you more options. If you click below, you can access to myself, to my thinking, to my mindset, to my businesses, opinions… etc. One lesson every week. In this week’s lesson, you make learn a way to ask for a big promotion… Just a way. Just more options. Enjoy. ​Join my mentorship - Only $24.90 - LAUNCHING PRICE​ By the way... There is an AI machine that says that you may like what's below. 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. |
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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...
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,...