I'm excited to share that I'm joining Arqos Capital as a Managing Director, to lead their Private Equity and Venture Capital efforts while replanting my roots in my home country – Venezuela. I genuinely believe we’re facing a generational opportunity to rebuild and invest behind Venezuela's upcoming recovery, and few platforms are as well positioned as Arqos. The firm sits in a unique position for this stage as it has been investing in Venezuela since 2019 – a deeply contrarian decision at the time. Over that period, Arqos has built a highly reputable asset management platform, an exceptional team, and a differentiated position in one of the most overlooked markets in the world which now has transformed into a valuable first mover advantage. Today it finds itself at the right place and at the right time. On a personal level, this opportunity is especially meaningful. After 17 years abroad, I’m excited to reconnect with my home country and contribute, in a small way, to this long-awaited reconstruction phase while also helping build the Arqos platform. Sleepwell Capital will remain active as a side-project focusing on selective high-conviction opportunities and a content platform, always using the same filter: looking at and talking about things that fascinate me and drive my curiosity. This is a major (and unexpected) career transition for me after spending over 10 years as a public markets investor, but I couldn't be more excited.

Excited about the recent launch of Casa212, the first founder residency and startup accelerator in Venezuela.

Visited the Caracas Stock Exchange today A few facts: – ~40 publicly traded companies – $270K volume traded p/day (Colombia $60M) - Foreign investors can participate but have to open account physically - My favorite stat: Capital gains tax is 1% (calculated off gross)

bro what

Venezuela

“We overestimate what we can achieve in the short-term and underestimate what we can achieve in the long-term” Congrats @davidsenra, looking forward to a few more decades of Founders.

Sad day for $BRK.A Warren is truly n=1. Was doing four digit square roots in his head in front of 50K people in his 90s while cracking jokes, incredible storytelling and sharing wisdom on life. Wishing him joy and all the good health in the world. wsj.com/finance/warren-buffe…

Casa212, una nueva residencia para fundadores que combina inversión, alojamiento, espacios de trabajo y acompañamiento durante 12 semanas, inicia operaciones en Caracas con una primera cohorte de siete startups: bit.ly/3TCkdAL

More signs of foreign capital coming back to Venezuela: Smart Fit $SMFT3 the Brazilian network of fitness centers (largest in Latam) is opening its first gym this month in Caracas.

We're asking listed companies to open their pre-silent calls. The problem is who's in the room – and more to the point, who isn't. I don't think this is about bad actors. IR teams are not trying to leak. Analysts are doing the job they're paid to do: know more than the analyst next door. That incentive is legitimate when everyone works from the same public information. It turns gray when the information depends on who got invited. A useful, legitimate conversation is happening behind closed doors, and that is the entire problem. Read the case for open calls: quartr.com/newsroom/from-the…

Has anyone been to the SEM Consortium conference in NYC? have a question. DMs open

Enjoyed this interview of @IdeaBrunchEmail with Scott Osheroff talking about Frontier Markets. readideabrunch.com/p/idea-br…

no skips album. 10/10

well they were basically spot on. probably worth asking your kids to explain AI

Welcome to the US, $NU!

Has anyone done private investments through IRA? any recommended providers?

“In the long run we are all dead” Change your DCFs. The long run is 4 years away.