Buy or build decision in space of PE backed providers

Context New hype shows up, then capital values the opportunities and frantically they invest and invest. Suddenly the investors reach the time where the company promised returns, and many of them cannot provide it. This phenomenon happens a lot, now with everything that has “AI”. But it is not unique to the AI world, it … Read more

How do you manage the “New Legacy”?

The identification of the “New Legacy”, is a tough topic. Be right with the timing requires situational awareness. A simple example, When can we consider that SaaS CRM will be considered the new Legacy? There are many aspects to consider (external and internal), but there is a market factor that need to happen: the existence … Read more

Normative Theory Vs Stopping Strategy

There are many ways to make decisions, and it’s interesting to recognize how we do it. These 2 ways are interesting to have present in the way you build your habits about decision making in front of uncertainty. Normative theory It outlines how decisions should be made to achieve optimal outcomes, assuming rational behavior and … Read more

Digital Advertising Ecosystem

The Digital Advertising world is a huge ecosystem composed by thousand of players. This post is a way of exploration of this environment. Let’s start with some basic concepts: SSP and DSP Who are some of the main players in each side of the table? This is not an exclusive table, I have divided the … Read more

Weight loss drugs

Disclaimer: This analysis is based on publicly available information and should not be construed as investment or medical advice. I have a lifestyle that is considered healthy (do sport, good eating habits…) and I was shocked some months ago when I learned from a friend that stayed in an AirBNB apartment and the host had … Read more

How Private Equity can benefit from Wardley Maps

Private Equity Firms have thousand of quantitative measures which are used in the different processes of the PE cycle. All this make decision-making and value creation of the portfolio to be based on data. All these quantitative measures could be complemented with qualitative tools as Wardley Mapping where they can help on: Wardley Mapping can … Read more

Use cases: when a disruptor shows up

Background Technological disruption is something that happens from time to time. Right now all people is focused on Generative-AI and many people seem to be lost looking at what is going to happen. We don’t really know, accept the uncertainty and stop doing linear correlations with simplistic things as “Gen-AI is going to improve the … Read more