joachin

Arod: Loser

Posted on August 9, 2017 by joachin

I’m fifth in all-time strikeouts. In baseball, I have a Ph.D. in failing. But I also have a master’s in getting up.

Soy fan

Cuánto vale una auditoría

Posted on August 8, 2017 by joachin

Dun & Bradstreet le paga a PricewaterhouseCoopers US$1 por cada $340 de ventas:

DNB factura $1,700 millones y se gasta 1% del flujo de caja libre en su auditor. Si DNB gasta 1:340 ¿Cuanto gastan en Guatemala? ¿1:100, 1:1000?

¿que es DNB?

Todo el mes de Julio estuve siguiendo las opciones del KCZ17. El precio del futuro subio 8% y el put con strike a $135 bajo a mitad de precio.
Como puede verse muchos compraron la caida. De 900 contratos paso a casi 2,000. Podria decirse que los votos a favor de una caida crecieron 100%. Tambien que hay muchos cubriendo el costo de produccion a 135 sin importar la subida.

Cuanto paga uno por un seguro de un carro relativo al valor de mercado del vehiculo? Deplano > $5/$141.

Administrar un riesgo no es predecir un escenario. Se trata de asumir los riesgos de forma estrategica, o sea buscando ventajas unicas que casi nadie mas usa.

La bolsa mira hacia adelante

Posted on June 9, 2017 by joachin

Un ejemplo de que las cotizaciones bursatiles son pronosticos mas efectivos que las metodologias tecnicas hasta hoy conocidas.

Plazo Fijo a $6%

Posted on April 26, 2017 by joachin

Imaginense que cualquier fulano de guate pudiera tener exposición de $1k en adelante a un instrumento como este (y viceversa):

MicroEntreprenuers

Posted on April 11, 2017 by joachin

Es mas probable que los bebes de hoy sean microemprendedores que profesionales con título.

click en imagen para ir a Amazon a comprar el libro

Apuntes del podcast (hasta abajo):

Crowd-based capitalism / p2p
rbnb biggest provider of lodge. Air mattress for people to crash.
how much of this is function of complacency of entrench business.
shareability. 80M power drills. each one of 13 minutes. Enourmous waste.
Home and car: managed to create sharing markets for highly valued assets for individuals.
Consumirazaton of technology. 60s, 70s and 90s: all was built for companies. 1st for business then for home use. Shift in late 90s away from business to consumers.
tablets: built for consumers and tarnsformed for business.
how much of sharing economiy is on mobility?
mass market: broader adoption through an interface.
digitize our identity & trust: pre 2005: dirver license, and a professional network. now FB and Linked in represent real world professional capital that build turhog your life. Shall I share my car with this peerson?
lend money? ebay the 1st to digitize the trust factor.
digital institution of courts of law, no, just the feedback.
but stakes was low. but trusting an extrange to get in your car or your appartment. KICKSTARTER
agelist
circule up
refunder, oculus rift
Juno: uber competititor with 50% resrve of capital for providers.

WORK MODEL OF THE FUTURE
53M freelance workers. Supplemental income.
this will race full time work in next decades.

shift of the individual from a professional offering work against a wage to a individual with it’s own business with a tiny platform in exchange for the revenue.

Micro entrepreneurs. this is the future of work. Much of things wil lbe done by machines. AI. there applications for thisn in accounting, law, architecture, sales, high end computer programming. we need the education system to show them how to make it on their own.

TECHNOLOGICAL INVARIANCE
digitalization
exponential growth
modularity

future for a lot of emerging markes with out reliabilty in power source have future on the solar thing.

RESTAURANTS
club on demand.
entertaining and serving.
josephine: i feed you and send it you.

Full interview: