The tl;dr on $AUNA: ⏳ Clock: Controlling owner Enfoca faces June 2027 debt deadline backed by $AUNA shares. 📉 Artificial floor: Selling pressure from Grupo Angeles ~90% exhausted. 🏗️ Lean growth: Planned $500M partnership w/ Sojitz and 20-year Torre Trecca gov project.

Research for anyone tuning into the $AUNA earnings call tomorrow. The details: thewritinginvestor.substack.com/p/research-aun…

New idea for date night. Wife and I take turns selecting dates in alphabetical order, A-Z in Austin. I picked our first date: A = ATX Cocina. (Both recommend!) Next, it's Sarabeth's turn for B.

Would you rather own your time or maximize your paycheck?

Making my coffee and tuning into $AUNA earnings. Report and pre-market are positive. Thesis below.

I write for a living. It should tell you something that my forearms are getting tired transcribing all my highlights from Damn Right! by Janet Lowe. Excellent biography of Charlie Munger. Only complaint is that it isn't longer.

Old way: "Sorry, not sure how that typo slipped through." New way: "I'm part of the global elite now."

Read widely. Take notes. Write to wrestle with your ideas. Publish your conclusions. Consider the feedback. This will change how you think.

Helped a friend move. Delivered a client book outline. Revised a chapter in another book. Researched and added to a core stock position. And now, it's time to find free concerts at SXSW. Busy Thursday. Good Thursday.

Reminder that fear is a marketing tool. When the heads of AI companies say, "Use our product or face career extinction," remember that it's all marketing. I find it crass and propagandistic. You can enjoy AI without giving these specific companies your money.

The longer I'm in business, and the more businesses I see friends start, the more I believe that long-term success has just two ingredients: - Deliver good work on time - Be easy to work with

Just noticed this poetic milestone: My '10 Years In Business' article was also the 100th blog published on Lewis Commercial Writing.

x.com/i/article/2032…

Trying X articles for the first time. Debut: The Originators and The Copiers.

I've always hated "internet voice." It's empty, airy, clickbait-y, and everywhere. > “I can’t believe this happened.” > “Most people think X. Really, it’s Y.” > “Do you feel [problem] too?” If you're a CEO writing on the web, you have my blessing to never write like this.

A 2019 study of 1,500 companies found that introverted CEOs are more efficient at raising capital than extroverts. The researchers examined the cost of capital at 1,500 publicly traded companies. They weighted CEO speaking temperaments to categorize them as introverts and

A stranger DM'd me asking about how to write for a living. I mostly stay away from this topic these days, but thought I'd share the two big points I shared with him: Q: "What do you think matters most for someone entering the writing world thoughtfully?" 1) Learn to sell

Favorite books by year I read them: 2019 - The Dinosaur Artist by Paige Williams 2020 - The Haunting of Hill House by Shirley Jackson 2021 - Open by Andre Agassi 2022 - Arctic Dreams by Barry Lopez 2023 - The Gambler by William C. Rempel 2024 - Dreams of El Dorado by H.W.