Life is service. Wealth is value added to society. Ownership is accepting this.

Wonderful take on motivation and meaning

Everybody got rich in exactly the same way: “buying” ROIC x reinvestment at the lowest price possible (sweat equity by founders, low value vs future FCF or exit by VCs early investors etc). That’s all you gotta do. Don’t get cute. Most money managers get rich on sweat equity

Wonderful review of the Capex cycle and competitive moats in AI. Actually applicable to most investments. joincolossus.com/article/ai-wil…

Life is service. Find meaning and connect purpose to what you do. The rest will follow.

Josh Wander, who tried and failed to buy Everton, has been charged with wire fraud, securities fraud and conspiracy. Reporting by tariq panja nytimes.com/2025/10/16/bus…

Josh Wander, the co-founder of Miami investment firm 777 Partners, was charged with conspiracy and fraud for allegedly cheating lenders and investors in the firm out of almost $500 million bloomberg.com/news/articles/…

🔔 #AlSonarLaCampana | En un mundo marcado por la inteligencia artificial y su impacto en los mercados, surge la pregunta: ¿existe una sobrevaloración de las empresas de IA? 💹🤖 Hoy nos acompaña en el estudio Sebastián Miralles Acuña, fundador y socio director de

¿Se está formando una burbuja en los mercados financieros por la sobrevaloración de empresas de Inteligencia Artificial? Hoy Sebastián Miralles nos compartió su análisis al respecto 📉 🤖

Everyone has a different opinion on this, and there are multiple “right” answers here. But here’s what I think: The surest way to set a foundation for financial independence is to outwork everyone in your 20s. Those are your prime years. You have energy, time, and can afford

Worklife balance is meaningless. A phrase coined by people who, at best, are indifferent to what they do. Find what motivates you early on. Life is path dependent. Any decision taken early in your career will have a disproportionately higher impact. That said. You can reinvent

My interview with El Financiero TV on the landmines within the AI Bubble x.com/i/broadcasts/1…

🇲🇽 🎖️ #México es el inesperado ganador de los aranceles impuestos por el presidente de Estados Unidos, Donald Trump, aseveró el 'Wall Street Journal' ('WSJ'). De acuerdo con un reporte de esta publicación, a pesar de que economistas y funcionarios estimaron que la economía

wsj.com/economy/trade/…

Satellite latency actually decreases the higher you are in the atmosphere. Run the test at sea level on a cloudy day.

PE acquired life insurers, raided their floats, stuffed them with misrated loans to zombie companies, collected fees on captive assets, and spread the losses across global bank balance sheets nobody’s even looking at yet. At least Cancer doesn’t charge 2 & 20.

Firstly: I'm a huge SpaceX fan. I went to the first Falcon 9 launch and the first Super Heavy. I own more SpaceX gear than anything else. Secondly: I'm a very big space economics geek. I literally wrote a book on space economics (tldr: tourism is a terrible business model but

In just five years the US has decoupled from China & embraced Mexico as its main trading partner. Impressive. This is not talked about much.. my column for Bloomberg Opinion bloomberg.com/opinion/articl…

Yes. Nearshoring is happening