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You know what you need to do… oh yes. But… You live in an outdated machine. Well… We live. ​ Nothing excites your taste buds like fat and sugar. Nothing. ​ ​ ​ ​ ​ Do you know what your buttocks love the most? ​ And your brain? ​ ​ ​ ​ You know that uncomfortable means growth. Talking to new people. Learning new things. Calling instead of sending an email or a WhatsApp. Having that conversation that you should have had long time ago but you are just deferring and deferring. And so on… ​ The alternative. Netflix and junk food. What I propose you. This. Growth and high return. ​Invest better than 99% of people... including fund managers​ From 140.600 CAD of the test portfolio to this... Over 200.000 now... ​ ​Invest better than 99% of people... including fund managers​ ​ 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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Many people challenge my preferred RFP strategy for PPPs: “Pre-qualify strong consortia, set a minimum technical pass/fail, and award to the best NPV bidder? They’ll just bid low and renegotiate later!” I get it. That tactic has been abused in Latin America for years. But we need to ask: Why has +20% (often +50%, +100%, +200%) become almost inevitable there? Let’s look at the real causes: Why PPP prices skyrocket after award 1) Renegotiation is systemic. In transport PPPs, up to 78% of...
Africa. Mid-2010s. You’re in the middle of a multibillion-dollar PPP. Your consortium is assembled. Your lenders are mobilized. Your bid team is burning cash like Tesla compensating executives… The agency launches the RFP. Everyone is excited. A fair, competitive process… in theory. And then it starts: Deadline extended. “More time to refine proposals,” they say. Another extension. Silence. And then another. “These guys don’t seem ready” Drop a new batch of documents in the data room. (Oh,...
January 5th. In Spain and many parts of the world, kids go to sleep excited because the Three Wise Men are coming with toys. Meanwhile… in Australia… a mega-project disaster. Hobart, 1975 – 9:27 PM The Tasman Bridge. A massive concrete jewel connecting both sides of the Derwent River. Strong. Modern. Safe. Until a bulk carrier called Lake Illawarra hit one of its piers. Concrete collapsed. Cars fell into the void without even seeing it. Twelve lives lost. A city cut in half for more than two...