11.20.2017

Steve #2



Steve once attended a job interview. It was in a company that he was dreaming for a while. The job position was exactly what he was looking for.

During the interview, Steve said that one of his major fears in life is not having enough time to achieve all of your plans and dreams. Up to now, he doesn't know why he said that. It wasn't even an answer to anything questioned. It was only Steve being Steve.

Based on this statement, possibly, the interviewer asked if Steve wasn't just a dreamer, without any achievements. Maybe he was suggesting that Steve was one of those guys who used to write a "to do list" in a notebook, opening and reviewing the list every day without any concrete goal.

So, Steve tried to enlighten his idea saying that he had accomplished many of his plans during the year, and in the years before, and before. It was really true, at least in Steve's mind, indeed.
The interviewer's face wasn't the best after that, but Steve kept confident about his selection for the job. 

After a few days, Steve received a call from the company saying that he wasn't selected. How is that? 

He thought about what went wrong. 

Probably because he was too honest saying that one of his plans and dreams was to work for the company. Perhaps if he had lied, as a bunch of candidates used to do, he would get there.

As far as I known him, he will stay stick to his guns, without any changes.

11.03.2017

John Mayer - Born and Raised (Live on Letterman)



"Born And Raised"
Now and then I pace my place
I can't retrace how I got here
I cheat the light to check my face
It's slightly harder than last year

[CHORUS]
And all at once it gets hard to take
It gets hard to fake what I won't be
Cause one of these days I'll be born and raised
And it's such a waste to grow up lonely

I still have dreams, they're not the same
They don't fly as high as they used to
I saw my friend, he's in my head
And he said, "You don't remember me, do you?"

[CHORUS]
Then all at once it gets hard to take
It gets hard to fake what I won't be
Cause one of these days I'll be born and raised
And it's such a waste to grow up lonely

I still got time, I still got faith
I call on both of my brothers
I got a mom, I got a dad
But they do not have each other

[CHORUS]
So line on up, and take your place
And show your face to the morning
Cause one of these days you'll be born and raised
And it all comes on without warning


10.30.2017

Steve #1

So, Steve has made some decisions about his life.

Here are some of them:

    - Nobody will know anything about his personal life anymore;
    - He will try to stay sober for one year;
    - He will try, for some months, follow a balanced diet without sugar, sodas and change coffee by tea. When eating, he will try to choose better what to eat.

Of course that Steve is a complex guy, so there are many other things that he is planning and thinking about. His head is a real mess

Lucky for you Steve.

10.19.2017

Charles Dickens - Great Expectations - Chapter ten



Pip is willing to become uncommon. In order to accomplish his plan, he starts to attend the course ministered by Biddy, Mr. Wopsle's great-aunt.
Pip spends some pages explaining the content of this weird course. He even agrees that this experience would take time to reach its ends.

By the end of the day, Pip goes to a pub to bring Joe home.
'I had received strict orders from my sister to call for him at the Three Jolly Bargemen, that evening, on my way from school, and bring him home...'

Joe is there, smoking his pipe in company with Mr.Wopsle and a stranger.
Pip describes the stranger as 'He was a secret-looking man whom I had never seen before. His head was all on one side, and one of his eyes was half shut up as if he were taking aim at something with an invisible gun. He had a pipe in his mouth, and he took it out, and, after slowly blowing all his smoke away and looking hard at me all the time, nodded.'

The stranger offers Pip to take a seat on his side, but Pip refuses and seats beside Joe. After that, the stranger asks Joe and Mr. Wopsle what they wish to drink. Joe says that is not used to 'drinking at anybody's expense but my own', but accept the drink, as well as Mr.Wopsle.

Pip sees the stranger stirring his drink with the same file that Pip stole for the convict. The stranger gives Pip two pounds, which Pip later gives to Mrs.Joe. He continues to worry that his aid to the convict will be discovered.

See you on chapter eleven.

9.15.2017

Great Expectations - Charles Dickens - Chapter nine



When Pip arrives at home, his sister starts to interrogate him about Miss Havisham's house and everything linked to the visit. His first attempt was to give short answers to the questions, what was promptly refused by his sister.

Therefore, after a lot of pressure coming from his sister and Mr. Pumblechook, demanding for the narrative of his experience, Pip starts to tell what happened there.

“I felt convinced that if I described Miss Havisham’s as my eyes had seen it, I should not be understood.”

So, Pip begins to lie. He lies that Miss Havisham lives in a black, velvet carriage that sits in her mansion. He lies that he ate cake on gold plates and drunk wine in the carriage. He lies there were huge dogs eating veal-cutlets in silver baskets.

Also, he lies they played with flags. In his story, Pip, Estella, and Miss Havisham each had different colored flags, and they waved them around out the windows of the coach—which sounds like some bizarre piece of performance art.

Pip reaches a limit of lies and he thinks that it is better to stop, otherwise, his sister and Uncle Pumblechook could suspect that everything came from his imagination.

Later in the night, in the forge, Pip confesses to Joe that he made everything up because he's so bummed out about being "common."

“Towards Joe, and Joe only, I considered myself a young monster...”

Joe advise Pip saying that – “If you can’t get to be uncommon through going straight, you’ll never get to do it through going crooked.”

Pip goes to bed thinking about all the differences between Joe's house and Miss Havisham's house, and how so much had changed that day.

See you on Chapter ten.

8.24.2017

What I learned from running.



I have never been an athlete until the end of 2014 when my wife invited me to go the gym. Go to the gym was one of her plans to start 2015 in shape. My first thought was 'what?', but as I am married to her and I have the principle to 'never leave one soldier behind", I said - 'yes, let's do this'. 

I ran 1 kilometer that day. It was like I had run a marathon, (at least, that was what I imagined), but I felt something good inside on me. I kept going to run with her in the days and weeks following. She was my coach. I improved my running from 1k to 2k, and then 3k, and 4k. Today, almost 3 years later, I am training four times a week to run my first half marathon (21k) in November. 

What did I learn from running? To be mentally strong, to never give up, to be disciplined and most important, believe that everything that I target in my life I am capable of accomplishing. Why? This journey from 1k to 21k (November) wasn't always easy. I had moments when I thought - 'Why am I doing this?', 'I think that I can't finish it', 'I will stop it ', 'I can't do this anymore'. All at once, I always found energy out of nowhere to finish the training. 

Today, in any area of my life, when I see myself in a difficult situation, I remember all my practices and suddenly an inner voice starts to say for me - ' You can accomplish whatever you want!'.
I have to say thank you to my wife who always gave me support and was responsible for the beginning of this journey. 



My childhood friend Alexandre and I, after running Half marathon of Florianópolis in 2016. He ran 21k and I ran 10K. Thank you my friend.
 
See you all and success. 

8.10.2017

Natural Intelligence - People

I was wondering whether the companies are focusing much of their efforts in this trending (big data + AI), forgetting the core of management - strategy, organisation and leadership. More than that, are they forgetting the need for humans?

Accordingly with Ridderstrale and Birkinshaw in their new book - Fast/Forward, "Many companies are more comfortable analysing and debating than acting decisively and intuitively". Furthermore, "The default assumption that more and better information is always better actually cramps companies’ ability to move fast." 

Imagine that you have a huge data system (big data) with all the information about your customers and potential new customers. What do they like or dislike, where they live, work, have lunch and dinner, what is their favorite team in the NFL, what sort of car they use to drive and better, they wish to drive. In other words, maybe you would know them more than themselves.

Now, imagine that you have an AI system working all this information and giving you a mountain of options to approach your client. We would assume that the presence of people in this process is dispensable, or even not so important. Also, we would think that this is the path to success. 

I agree that all tools are well received helping the management of companies, but I believe that we would never forget that people will be always running them. Once, one of my professors told me - "Competitive differential is something that only you know how to do. Moreover, it is something unique, singular."  When I think about that, I always get the conclusion that people are the only "material" that is singular in this universe. 

From the moment that everybody is doing the same thing, (big data + AI), it is no longer a differential. On the other hand, if you have someone in your company, unique, singular, he/she is your competitive differential. So, take good care of them.

See you all and success!

8.03.2017

Quotes - Peter Lynch - Beating the Street

These are some of Peter Lynch's outcomes about the market's behavior. I thought captivating and I am sharing them with you.

He says that we should memorize and repeat the following quotes at the shower, to save ourselves from making mistakes in the future. I will make short notes for each one, reporting my own experience.

"A good company usually increases its dividend every year" (I've never thought about it. It's something to cover from now on)

"You can lose money in a very short time but it takes a long time to make money" (True, you have to be patient)

"The stock market really isn't a gamble, as long as you pick good companies that you think will do well, and not just because of the stock price" (People who think that stock market is a gamble, in general, put their money in options. I've already done it myself and it wasn't a good experience)

"You can make a lot of money from the stock market, but then again you can lose money, as we proved" (The important is act as an investor - thinking in a long term)

"You have to research the company before you put your money into it" (Don't follow the flock)

"When you invest in the stock market you should always diversify" (True!)

"You should invest in several stocks because out of every five you pick one will be very great, one will be really bad, and three will be OK" (Interesting)

"Never fall in love with a stock; always have an open mind" (I have this problem sometimes. I really fall in love for some stocks - I am being honest.)

"You shouldn't just pick a stock - you should do your homework" (As I said before, don't follow the flock. Someone once told me - make money demands a bunch of effort!)

"Buying stocks in utility companies is good because it gives you a higher dividend, but you'll make money in grown stocks" (Following the advice of the master Warren Buffet)

"Just because a stock goes down doesn't mean it can't go lower" (Never buy stocks because they are under the line, they can go deeper)

"Over the long term, it's better to buy stock in small companies" (This is exactly what I am doing right now. May be small companies would have a better governance)

"You should not buy a stock because it's cheap but because you know a lot about it" (Ouch!! I did a lot of that - but I learned)


Bye and success to you all!

7.18.2017

The Intelligent Investor - Benjamin Graham

"To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information.

What's needed is  a sound intellectual framework for making  decisions and the ability to keep emotions from corroding that framework."

Warren E. Buffett