Sunday, March 15, 2026

Reflection on a negotiation that was left midstream because they were going to have a deal with a giant in the industry....

Nation building via learning and being the best in business





While I was in Region 1 attending to the challenges of our sbus a phone call came through from a daughter telling me that our aborted nego in October 2025 was coming back.   We upped our offer from P2M to P5M, then to 555M.   Until they walked out on us.  Because they were being offered cash by a well known memorial (now known to have scammed their way in the stock exchange by bloating their inventories 5 fold).

So presumably they did not have deal because now the said company could be having cash flow difficulties (and shamed they are facing penalties and call outs from SEC) and now they presume we have a continuance?

How could there be?  We were left, nothing was in writing, and there was no face to face meeting.   Some etiquette is order.   Not because we are not an MV company....we will just be left and then come back for continuance....

And they are demanding terms out of the continuance.

My stand is that silence is golden...  Less talk.  

Monday, March 9, 2026

Japanese companies moving to the Philippines; the future, the new factory base (away from China?)

Nation building via learning and being the best in business

That seems to be the trend.  We know Samsung is investing  $7 Billion in CPIP Calamba city, tired of uncertainity in China and India (that is P420 billion in local currency, 1/2 of what was looted by top officials)

We are going to host the future of manufacturing and prosperity.

Philppines moving forward inspite of corruption and ineptness of the top officials (and their scandals)



Monday, March 2, 2026

When stock market crash, there is opportunity for bargain hunting, vulture investing

Nation building via learning and being the best in business








Barista becoming millionaire from stock options and bargain hunting

The post tells about wealth creation by an employee from stock option for employees and invesitng during stock crash.

If the crash happens you, Buffett can exploit opportunity from this event. 

Crash is not a misfortune, it is opportunity for investor who want to harvest using buy low sell high





Thursday, February 26, 2026

More tips on start ups; zero to one

Nation building via learning and being the best in business








1.  Visioning

     1  Draw of a picture of what your projects would look like when completed:  entrance, office, landscaping, workspace
         Troy to do this comprehensively   COMPLETO  INCLUSIVE  Be alive be motivated energized by this picture.   You can do a an 
         great one by working with the architect or designer to complete your vision

    2. Draft you VMBP   

    3.  Draw a road map

2.   BE violently  insane  obsessed with customer service  Be like SJ  (Steve Jobs, when it comes to CUSTOMER SERVICE he is passionately fiercely obsessed.
      observing simplicity, efficiency functionality as key features.  Improving customer experience.  Look is important the satisfaction of 5senses.  Want satisfaciton

     CS and COBS


3.  Some billionaire tidbits


     1.  Entrepreneurs go into their own venture to establish control of business and independence

         A  tradesman was working hard and was asked why working so hard/  He said he wanted to earn so much to buy tools so that he can have his own
         contracting company.  

         But the billionaire said:   you are still a working man at the control and service of somebody else:    the general contractor and the owner.

        Why not:   seek contract, consolidate workers and trade and be a general contractor yourself:    you dont need tools  manpower.  All you do is negotiate
         contracts and you get clear profits.     Adds ons % etc.


      2.  On securing funding from vcs and other funders

           They sound so important because of mumbo jumbo but a clear paradigm injected into every ones start up mind.  Input first before business
           You need capital first before you can put business.  What  do you need the capital for:   initial hires, ads, software, office equipment

          But the billionaire said to Arthur who wants a $200,000 start up funding said focus on 3 S:  (YOU MIGHT NOT NEED THE $200, 000)

          SYSTEM
          SERVICE
          SCALE


        So Arthur went home went into a deep reflection problem solving mode.   What does he have, who is market.?  What can he offer them?

        So Arthur concluded that he is skillful  in logistics and there is one logistics problem he is working on.  So he has a list of 300 logistics company whom he
        emailed offering his solution.   One replied.   They had a deal.  If he can solve the company problem by Friday, he gets paid $6,000.  And they did.  Arthur
        got the bank transfer of $6,000.   He spent the $2,500 for someone to code him a program, spent $500 for supplies and saved the $2,000

       So he went into scaling up.  He made videos of his achievement for the first user and sent the gmail again to the rest of 299 addresses  3 replied.  He offered
       $2,000 lease of his software for their solutions.  He got 3 and got contract for $6,000 monthly revenues.  

       After 3 months Arthur was grossing $80,000 a month, enough to gross him $1,000,000 a year

      He met VAnce the billionaire again after 3 months.  Would Arthur still need the VC assistance?   Naw.  You are right with your 3s.  

Tuesday, February 24, 2026

How we wish business success can be via the crystal balls? (or how many gurus, we and pundits have crystals between their thighs)

Nation building via learning and being the best in business











We know how many zillionaires came to being:  by correctly predicting the next big thing:  Bill Gates that the software is  more valuable than hardware in the PC market, Steve Jobs that the next central platform for entertainment:  shows music knowledge would be via mobile phone (not PC or TV as billion dollar investments were poured into this)

Predicting correctly the trend in the future gave them the big bucks (or did they create the future?)

There was a knowledge platform Megatrends before (what happened to this) that focussed on changing socio economic trends to predict the next big thing.  Now we have the AI hype but which is now showing mix results.  Others say we will have more leisure time, but most will be out of job.  But even minor tasks being assigned to the AI like writing a business plan, marketing plan is showing a lot of mistakes.

Generals kings before consulted oracles before going into a large batttle.  How we wish there were oracles of Delphi before  making a big bet on new technology or next big thing

You dont have to work harder, but smarter to be rich

Nation building via learning and being the best in business

1.  You are the business.  You have your own story, your brand, your grit, your energy.  Show your face
2.  Raise the bar, or burn the bar down  SJ was violent about standards, simplicity  That is why customers love Apple.   What habits are you tolerating low standards?  Be careful of what you tolerate.
3.  From star wars.    Build the parts of your vision before it happens    (Eg Lucas - who built their sets for the galaxy that never exist.  Can you do that for the business you envision)
4.  Conviction beats consensus.     E. g Bernard Arnoux  (LV)  50 year vision
5.  Delete before you improve  (Schumpeterian -  you have to destroy before you build)
     Destroy before you start.   Return to basic principles.  
     A E Del

     Automate
     Eliminate
     Delegate

     A Del2  (Automate,  Delete, Delegate

6.  Energy of start ups build empires  (Alexander the Great)









7.  Draw the dream and build the machine.  Eg. Disney  Land.  Drew the dream and built it.  
     Have you drawn the dream you want to build.