Winning Mindset

Dear subscriber, Here’s what Marcelo Marini found interesting to share with you this week: Once people define what they want they can accomplish everything in life. So decide now what you want and make meaningful progress toward your goal. Have faith you are going to achieve your goal, work diligently…...

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Once you go…

Dear subscriber, Once you go, God takes care of you. Think wisely and act right. Here’s what Marcelo Marini found interesting this week: Teachings —> Whatever we do, we need to be present, not simply do something but commit to like what we have to do and do it with…...

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$13 to forget?

Contrarian thinking… and the good that is actually not bad… When you think big it influences small actions that make you grow. When you make long-term goals it organizes all your short-term actions. Long-term thinking benefits short-term actions. What happens when you pick the right stocks? Suppose you had 13…...

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Tesla from bad to…

Back in 2019, we thought that would be a good time to buy TSLA stocks… it ended up a phenomenal pick. Tesla wasn’t the type of company we could invest solely. Business metrics weren’t good at that time. No operational margin, net margin negative, lots of doubts. We bought TESLA…...

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Tell me more…

The case of WeWork, Rent/Buy, and lack of wisdom. Dear reader, Good morning! News is urgent…The diary is important. Important things come first… business-wise it may be sales/revenue, and operating income… to start… Wisdom starvation The first step of a business is sale… many adventurous business people think it’s renting/buying…...

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Nothing wrong…

WeWork…Home prices to the roof… and the case of statistics… Dear reader, good morning. …Not such a good morning for renters and WeWork investors. WeWork tragically drops 98,1% since its IPO. By this far dear reader must know we are not IPO fans. We like no mania… although news media…...

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It pays to be “independent”

When we change the way we look at things the things we look at change… not physically but in our minds. Then, the whole world can change…  Looking-for-trouble Habit. Instead of thinking about what’s wrong with the markets, business, and society, we can think of what’s right.  Try it… it…...

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Hermès Ferrari

Save…invest…repeat? Marcelo Marini, tipping today in search of meaningful business… Hermès had another excellent year. You better start saving… Wedding… Saturday we went to a wedding party, it was amazing, Priest to Party, all excellent… people create problems when there’s non… we tried to cultivate the classy our grandpa taught……...

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Human Stupidity

Watch it… it’s happening… non-stop…Two ways of making money… Earlier this week we shared a speaking cycle we are holding this month, one event a week, sharing our thoughts on Value Creation, Corporate Finance, and Investing.  Sadly most of the CEOs and CFOs experts don’t get it right, regardless of…...

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Value Creation

Barbies…X…Irrationality… Value Creation… Dear reader, We busy for the last few weeks… we are not even reading the news… as usual. Bussiness Value, Not Price… Do you believe Apple stocks have raised only because of the products they have launched? Take a look at the chart. We know the market…...

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You say you love me, but you lie.

AI…Kids playing…social disaster coming You say you love me, but you lie. – Arthur Hamilton. If a car stops because it runs out of gas it is not saying that it doesn’t want to run anymore. The only problem is that you think it’s telling you something… AI is a lie. In one…...

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Empoorment

Same taboo. “Let’s take it nice and easy, it’s gonna be so easy” — Frank Sinatra.  Nowadays government does whatever it can to “empoorment” you. I mean…Empowerment, right?… not, rushing would be a crime. Most people don’t invest time in finances because they assume it’s a bad thing or that they are…...

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Stop Buying

Stop suffering. Editor’s note: Know more about the Next Economic Disaster and Agro Normalization by reading this week’s paid newsletter. The significant advance of Credit pulls more people into unhappiness than it should. Some weeks ago, we saw what happens with debt when people die. Now, let’s take a look at…...

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Agro Normalization

Agro…Dollar…Economy I’m praying for rain in California.…– Dean Martin’s song: Little Ole Wine Drinker Me. Dear subscriber. Marcelo Marini’s New Insights on this newsletter: Here are some dots we seem to have connected. Jun/2022, we have updated some dots we may have connected in the past. Now see what your…...

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Not hilarious

Debt when people die, credit wonderings, and the Never-ending Cycle. Santa Catarina Coast, Brazil. Oh, the good life, full of fun seems to be the ideal – Tony Bennett. What happens when people buy stuff they don’t need and die? They leave bills to those in their lineage. Is this…...

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