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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 But… You live in an outdated machine.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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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,...
In 1991, researchers at Cambridge had a supply problem. Coffee. You know how this is… Nothing can get done without a great coffee. The poor scientists trying to save the world walked down several flights of stairs to discover an empty pot. Demand was strong. Storage was inadequate. And the previous users had consumed the strategic reserve. Anyone working in infrastructure should recognise the situation… the pattern… and the claims. So they installed a camera, connected it to their computer...