Based in panama, rafael has 25 years of investment experience including private company acquisition, public markets, and real estate.

He looks to teach from experience how to be a better investor and business owner.

Archive

Buying a Business
- May 31, 2024 It Will Never be Perfect
- May 22, 2024 The True Cost of Debt
- Apr 12, 2024 Business Economics
- Apr 12, 2024 Passing on Deals
- Apr 4, 2024 The 4-1-1 offer
- Apr 4, 2024 The Do Not Buy List
- Apr 3, 2024 Yearly Budget Process
- Apr 1, 2024 Deals Die Part II
- Apr 1, 2024 Deals Die Multiple Times
- Apr 1, 2024 Starting a HoldCo
- Mar 24, 2024 CAPEX Heavy Businesses
- Mar 24, 2024 Analyzing a Company Checklist
- Mar 24, 2024 Deal Closers vs Deal Killers
- Mar 24, 2024 The Key Man Check
- Mar 24, 2024 My No Filter
- Mar 24, 2024 Getting in the Repetitions
- Mar 24, 2024 Business Brokers
Economics
- Apr 12, 2024 The Ulysses Strategy
- Apr 12, 2024 Delayed Gratification
- Apr 12, 2024 Malinvestment
- Mar 24, 2024 The Behavior Gap
Financing
- May 22, 2024 The True Cost of Debt
- Mar 24, 2024 Financing for HoldCos
- Mar 24, 2024 Debt and HoldCos
- Mar 24, 2024 Being Ready to Take on Outside Capital
- Mar 24, 2024 Raising Outside Capital
Holding Company
- Jun 10, 2024 The Race of Business
- May 31, 2024 It Will Never be Perfect
- May 14, 2024 Bayuk Cigars, Reducing Underwriting Risk, and why Cash is King
- May 12, 2024 The Pivots of a HoldCo
- May 2, 2024 Blueprint to build a $0 to $100m revenue Holding Company
- May 2, 2024 Multi-Generational Businesses
- May 2, 2024 The downside of building an SMB HoldCo
- Apr 12, 2024 Never Selling
- Apr 12, 2024 Adding Value
- Apr 12, 2024 A Caveat to Growth
- Apr 12, 2024 Delegation and Micro-Management
- Apr 12, 2024 Napoleon and Business
- Apr 12, 2024 Unforced Errors
- Apr 12, 2024 A Stretched Supply Line
- Apr 12, 2024 Incentivizing CEOs Part II
- Apr 10, 2024 Long Term vs Short Term Games
- Apr 8, 2024 Great CEO
- Apr 4, 2024 Operator vs Allocator
- Apr 4, 2024 7 Lessons from Building a Holding Company
- Apr 4, 2024 The Do Not Buy List
- Apr 3, 2024 Yearly Budget Process
- Apr 3, 2024 The Moment it Clicked
- Apr 3, 2024 The Benefits of a Holding Company
- Apr 2, 2024 The Conglomerate Discount
- Apr 2, 2024 The History of Textron
- Apr 2, 2024 Building a Holding Company
- Apr 2, 2024 Building the Next Berkshire
- Apr 2, 2024 Buffett's Rules
- Apr 2, 2024 What do we do to find, attract, and retain talent?
- Apr 1, 2024 Individual Contributor vs Manager
- Apr 1, 2024 Implementing Controls
- Apr 1, 2024 Our Capital Structure
- Apr 1, 2024 Simple, Not Easy
- Apr 1, 2024 Horizontal vs Vertical Holding Companies
- Apr 1, 2024 Starting a HoldCo
- Apr 1, 2024 Leverage
- Mar 24, 2024 The Value of Goods and Austrian Economics
- Mar 24, 2024 The Behavior Gap
- Mar 24, 2024 Investment Returns, Insurance Premiums, and Buying SMBs
- Mar 24, 2024 ROIC and the Magic of HoldCos
- Mar 24, 2024 Maximizing Cash Flow
- Mar 24, 2024 Financing for HoldCos
- Mar 24, 2024 Dolphin Safe Tuna
- Mar 24, 2024 HoldCo Responsiblities
- Mar 24, 2024 Industry Agnostic
- Mar 24, 2024 Debt and HoldCos
- Mar 24, 2024 Incentivizing CEOs
- Mar 24, 2024 Principal Agent Theory
- Mar 24, 2024 Want to improve Operating Cash Flow?
- Mar 24, 2024 Our Structure and Responsibilities
- Mar 24, 2024 Thoughts on Permanent Capital (HoldCo)
- Mar 24, 2024 Being Ready to Take on Outside Capital
- Mar 24, 2024 Raising Outside Capital
- Mar 24, 2024 HoldCo Coporate Structure
Investing
- May 22, 2024 The True Cost of Debt
- May 14, 2024 Bayuk Cigars, Reducing Underwriting Risk, and why Cash is King
- Apr 12, 2024 Jumping Out of Planes
- Apr 12, 2024 Napoleon and Business
- Apr 12, 2024 Unforced Errors
- Apr 12, 2024 A Stretched Supply Line
- Apr 12, 2024 Where should I invest my money?
- Apr 4, 2024 Invert, Invert, Invert
- Apr 4, 2024 Operator vs Allocator
- Apr 4, 2024 7 Lessons from Building a Holding Company
- Apr 4, 2024 The Do Not Buy List
- Apr 3, 2024 The Making of an Investor
- Apr 3, 2024 The Making of a Capital Allocator
- Apr 2, 2024 7 Investing Rules
- Apr 2, 2024 The Conglomerate Discount
- Apr 2, 2024 The History of Textron
- Apr 1, 2024 Horizontal vs Vertical Holding Companies
- Apr 1, 2024 Leverage
- Apr 1, 2024 Taleb Strikes Again
- Mar 24, 2024 Who wants to be the skydiver who’s right 98% of the time?
- Mar 24, 2024 The Value of Goods and Austrian Economics
- Mar 24, 2024 Low Interest Rates and the Austrian School
- Mar 24, 2024 Investor vs Speculator
- Mar 24, 2024 Analyzing Investment Returns
- Mar 24, 2024 Looking to the Left
- Mar 24, 2024 The Behavior Gap
- Mar 24, 2024 Junk Bonds, Fallen Angels, and Cigar Butts
- Mar 24, 2024 Investment Returns, Insurance Premiums, and Buying SMBs
- Mar 24, 2024 3G Capital
- Mar 24, 2024 Howard Marks Strikes Again
- Mar 24, 2024 The 3-Legged Stool
- Mar 24, 2024 Comparative Advantage
- Mar 24, 2024 A Negative Art
- Mar 24, 2024 Risk and Return
Life
- Jun 10, 2024 The Race of Business
- Jun 10, 2024 Life is like a Tube of Toothpaste
- May 30, 2024 Lessons from Reading
- May 22, 2024 The True Cost of Debt
- May 14, 2024 An Exponential Life vs Incremental Life
- May 2, 2024 Bandwidth
- May 2, 2024 Multi-Generational Businesses
- May 2, 2024 The downside of building an SMB HoldCo
- Apr 18, 2024 What Everyone Wants
- Apr 12, 2024 Jumping Out of Planes
- Apr 12, 2024 Napoleon and Business
- Apr 12, 2024 Unforced Errors
- Apr 12, 2024 A Stretched Supply Line
- Apr 12, 2024 The Start of a Partnership
- Apr 12, 2024 7 Things About Me
- Apr 12, 2024 The Ulysses Strategy
- Apr 12, 2024 Delayed Gratification
- Apr 12, 2024 Malinvestment
- Apr 10, 2024 Long Term vs Short Term Games
- Apr 4, 2024 Invert, Invert, Invert
- Apr 4, 2024 7 Lessons from Building a Holding Company
- Apr 3, 2024 Moving to Panama
- Apr 3, 2024 The Moment it Clicked
- Apr 3, 2024 The Making of an Investor
- Apr 2, 2024 Recency Bias, Confirmation Bias, and the Endowment Effect
- Apr 2, 2024 A Bit About Me
- Apr 2, 2024 Having a Long-Term View
- Apr 1, 2024 Leverage
- Apr 1, 2024 APNEA
- Apr 1, 2024 Taleb Strikes Again
- Mar 24, 2024 Chest Candy
- Mar 24, 2024 Dolphin Safe Tuna
- Mar 24, 2024 Fake Gurus, German Physicists, and Chauffeurs
- Mar 24, 2024 60x60 Meditation
- Mar 24, 2024 The Gell-Mann Amnesia Effect
- Mar 24, 2024 The Stanford Marshmallow Experiment
- Mar 24, 2024 “Slow is smooth, and smooth is fast.”