|
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 But… You live in an outdated machine.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. |
Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
The meeting had everything. An agenda. A board pack. Senior people. Weather conversations. Possibly biscuits. Coffee and tea. Potable sandwiches during the break. But… What it didn’t have… For years… … was the person appointed to protect the public interest. A chair. Welcome to one of my favourite PPP horror movies. Metronet. The company responsible for upgrading and maintaining large parts of the London Underground under a PPP. The issue is that Transport for London appointed a Partnership...
There you are in front of the guys from the government. Ten projects. Billions in investment. A slide deck so polished it should have its own LinkedIn account. Across the table, an experience contractor smiles. “Very exciting.” And then… back to his mobile phone… He checks the calendar. The team needed to bid your PPP is also wanted on a data centre, an energy project and a private industrial development. Tight schedule. Limited resources. All four projects will have problems. That is one of...
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...