Scion Asset Management

Scion Asset Management

(, managed by Michael Burry,

I found this video where they describe the positions where they are invested at the end of 2019:

Water and agriculture

I have also read about the investments he has done on Water and agriculture companies:

  • American Water Works Co Inc.
  • Danaher Corp
  • Xylem Inc/NY
  • Pentair PLC
  • Veolia Environment SA
  • Geberit AG
  • Idex Corp
  • Suez
  • United Utilities Group PLC
  • Severn Trent PLC



Siete semanas

Dicen que la vida te puede cambiar en un segundo, a mi me cambió en siete semanas.
Siete semanas de darse uno cuenta que nada volverá a ser igual,
siete semanas de asimilación,
siete semanas con mil cosas por expresar, pero no saber por donde empezar,
siete semanas para disfrutar de cada minuto que tuve con ella,
siete semanas para llorar el día que pronto iba a llegar,
siete semanas de aceptación,
siete semanas que han acabado y que yo mentalmente aún no he abandonado,
siete semanas para revisar todos los valores que ella me quiso inculcar,
siete semanas para recibir mucha ayuda de vosotros, y que necesitamos para nuestro otro foco.
Y sin tiempo para parar, las cosas han de continuar,
porque no podemos de dejar de disfrutar de cada cosa que la vida nos da.

Productivity and timing

I have read 2 articles that contains some sentences I want to remember. One of the articles talks about productivity (, the other one explains how the motion of the modern lives are affecting the internal clock of the individuals (

Tool “Pedestrian Aggressiveness Syndrome Scale” to measure how aggressive you are in your moves.




Bikes in the offices

What do I have in a travel week

So many of us travel often, we have a routine, and there are some basic things that are common to all of the work travelers. You arrive to an airport, go to the hotel, go to the office, come back to the hotel, and at the end of the week you come back home.

I try to book a hotel that is closed to the office I have to go, so I can walk during the commute. For me it’s nice to stretch the legs, have some fresh air and relax before or at the end of the day.

Shit, there is not hotel closed to the office

Sometimes I cannot book a hotel closed to the office and then I have to take a taxi, which in some of the cases takes a lot of time to arrive and so much money.

If the hotel is 20 km far away there is not discussion, I need a taxi, a train or whatever, but if the hotel is around 3 to 10 km, to me the preferred option is a bike.

What if the office has an available bike?

If the office has a bike, I would take it, commute to the hotel and park it there (I’m sure they have a secure space to park a bike). Then the following day I can take it back to the office.

To me the math is simple: I can ride a bike, relax during the commute, save money to my company as they are not paying a taxi, the company can say they are promoting healthy behavior and create a corporate social responsibility campaign for that.

With the money I spent this week in taxis you can buy a decent bike and a helmet.

Detractors are probably thinking:

  • I do not want to ride 10 kms,
  • I do not want to ride with this cold/hot day
  • What about the slopes?
  • What about my customer?
  • What about rain? snow? my clothes?…..

I know, there are days you need another type of transport, but for some other days, a bike is perfectly valid. For those who are looking for a excuse, there are thousand, just pick one.

My questions

  • have you seen something like what I have described?
  • Do you know any company that is already doing it?
  • To buy a bike probably is not the best option, but, what about to have an agreement with the local public bikes organization, so the bikes are available for travelers?
  • Any other suggestion?

Keep track of space

how many thousand things you can see here. It’s amaizing

Created by Theodore Kruczek to help visualize orbital calculations for application to Ground Based Radars and Optical Telescopes. Based on the original work of James Yoder.

All information is open source publically available information.

  • Orbits are derived from TLEs found on public websites.
  • Payload information is compiled from various public sources.
  • US Sensor data was derived from MDA reports on enviromental impacts and congressional budget reports.



The event,

This Christmas I went to a friend’s home, they had Alexa at home. At one point I was curious about how it worked and what type of things you can ask Alexa.

Play music, ask about weather, add products to the shopping cart, define an alarm to get up…

What stunned me the most…

While so many companies are calling customers by phone or knocking the doors of millions of homes, paying salaries to all these people doing commercial actions; suddenly Amazon makes some of these customers to pay 175$ (I think right now is around 110$) to have a commercial guy at home. To me this is genius.

Idea for future

Alexa is in reality stablishes a basic interrelationship, you make direct questions and the robot replies them, having limited the type of interaction you can have.

Imagine that you can acquire a service where Alexa turns to “John, the basketball supporter of the New York Knicks”, and while you are watching a game in the TV, you can comment with John how the game is going on, ask John what is the best score game of that young player in the University, etc…

How many people that have nobody to talk would benefit from this?

How many roles can be created to increase the interaction with specific human behaviors that are looking someone to talk to?