Angel investing in world-changing founders, feel free to reach out / Curious about nearly everything Here: finance and random stuff
Joined January 2016
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Isaac Gómez retweeted
Real men blow up trading natural gas, not software stocks and data center REITs.
Disgusting how far society has fallen.
Isaac Gómez retweeted
What happens when you embrace life as a trader, living on your own PnL
1) you treat the general volatility of life with equanimity, sh*t happens everyday in the portfolio and its a reflection of life. Most people want to suppress vol (salary, stability etc)
Isaac Gómez retweeted
Ha vuelto a salir el tema de mis afirmaciones del otro día: que en España somos pobres todos, desde los que están en el 10% de debajo de la distribución hasta los que están en el 0.2% de arriba. Somos un país de pobretones.
Lo interesante es que la gente se piensa que ganar mucho, muchísimo dinero, es una horterada que solo sirve para comprarse un yate o montar fiestas macarras. Sí, mucha gente con dinero hace justo eso: se compra un yate o monta fiestas macarras.
Pero lo que parece que se les olvida a muchos españoles, tan acostumbrados a nuestro empobrecimiento nacional, es que el dinero te permite abrir puertas que nunca tendrías abiertas de otro modo.
Déjenme que les ponga un ejemplo.
¿Es una experiencia inolvidable leer a Virgilio (mi poeta favorito)? Por supuesto que sí, y cuesta cero: te puedes bajar sus obras completas de internet sin coste.
Pero también es inolvidable lo que hizo un amigo mío que está en esos niveles de renta a los que me refería.
Él tenía ya 65 años y no quería volver a la universidad, primero porque no le iban a aceptar donde quería ir y, segundo, porque quedaría como el tipo más raro del mundo entre chavales de 18 años.
Así que investigó y localizó a un profesor de una universidad de primer nivel mundial, famoso por la claridad meridiana de sus clases (por cierto, ese profesor ahora se dedica a otra cosa).
Le llamó y, por una cantidad nada pequeña de dinero, lo contrató para que le diera clases particulares sobre Virgilio durante un semestre.
Eso es lo que te da el dinero de verdad: poder pagar para que uno de los mejores clasicistas del mundo te dé clases particulares sobre Virgilio.
Eso, y no otra cosa, es tener acceso a experiencias increíbles que te cambian la vida.
Ahora, sinceramente, ¿quién de ustedes no querría tener clases particulares de Virgilio (o de mecánica cuántica, o de biología, o de lo que a cada uno más le apasione) con uno de los mejores profesores del mundo?
Claro que esto solo se lo puede permitir el 0.001% del planeta, pero quitémonos la estupidez nacional de que el dinero no abre puertas a cosas muy especiales. Sí, las abre.
Isaac Gómez retweeted
This is America, 2 massive celebs and some random mothafucka from Indiana who just happens to own a fleet of 200 trucks and is worth $400m
Isaac Gómez retweeted
estoy trabajando en la creación de un sitio DOGE para España, un sitio motosierra, un sitio para bajar el gasto público, tengo este borrador auditoriasciudadanas.netlify… puedes entrar y decirme lo que no funciona y que mejorarías? la idea es que cada ciudadano es un auditor del gobierno en el gasto de nuestros impuestos
Isaac Gómez retweeted
Y muchas en peligro de extinción porque los jóvenes ya no quieren ser empresarios…
Isaac Gómez retweeted
Curiosity is antifragile, like an addiction, magnified by attempts to satisfy it - @nntaleb
Isaac Gómez retweeted
I’m convinced most of us have no idea what we are doing and if we are on the right path.
Had breakfast w another SMB owner yesterday who is one year post close. He said it’s the most stressed he’s ever been and if he can stabilize the business, he will have no problem selling the business in a couple of years to recoup his investment and payoff the debt. He truly under appreciated how hard it would be.
He asked me (2 years post close), if things get easier. The short answer I told him was no. Humans are crazy - we adapt quickly to new baselines. The first 3 months post close, I dreamed of the day I could run the business without having to email the seller w questions and could just focus on growing the business. I’m there now and it doesn’t feel any better as the macro backdrop is very challenging. If my third generation competitors w no debt and much more infrastructure are super stressed out, why should I 2 years post close w PG SBA debt feel good?
Not sure what the point of this post except highlighting both of us did the traditional finance route and pivoted and are still in the trenches while not 100 pct sure how this will all play out. Weirdly we both are ok w the uncertainty and think it’s hilarious when pple earlier in their careers think both of us have “made it” by “escaping” Wall Street. We both literally have no idea what we are doing, and the Wall Street path is a perfectly good one (was lucrative for both of us).
Some days we want to sell the business immediately and other days we get excited about running these businesses once the debt is paid off making 7 figures a year w mgmt in place w the option to sell when we are ready to retire.
Isaac Gómez retweeted
Realistically I feel how Elon does it is smartest:
Stay out of politics directly but align with the right politicians and support them to get elected then help them as kind of a consultant
I'll happily support and advice European politicians if they want me to
I posted my key goals before which is crowdsourced based on what all of you on X told me how to save Europe and that I recommended to Mario Draghi:
1. Reduce regulatory burden for European startups
Our vision is focused on reducing regulatory burdens for small businesses, streamlining the process of starting and growing companies, and encouraging innovation. By exempting businesses with annual revenues below €10 million from complex regulations like VATMOSS, GDPR, and the EU AI Act, we empower entrepreneurs to focus on creating great products and reaching market success without being weighed down by compliance.
2. European Inc: a single pan-European business entity
We also propose the creation of a single, EU-wide business entity—European Inc.—that eliminates the complexity of dealing with 27 different company registration requirements. Starting a business should be as easy as clicking a button online, without needing physical offices, notaries, or lawyers.
3. Tax discount during startup phase
For new businesses, we advocate for 0% corporate tax for the first 3 years, allowing startups to focus on innovation without the pressure of financial strain.
4. Tax stock options when sold, not when exercised
We propose changing the tax policy on stock options to tax them only when sold, not when exercised, so that Europe can compete globally in attracting top talent and entrepreneurs.
5. Embrace AI and technology, don't fight it
We see tech and AI not as enemies but as crucial for the future of Europe. While Europe currently lags behind, we believe we can turn the tide by fostering an environment that encourages innovation rather than stifling it with premature regulation. AI can revolutionize industries like healthcare, education, manufacturing, agriculture, energy and of course software, and Europe needs to be at the forefront of this change.
6. Teach AI and tech in schools
Lastly, to ensure the long-term prosperity of the European Union, we must teach tech, coding, and AI in all schools and universities. By equipping the next generation with these skills, Europe can secure its place as a global leader in innovation.
Europe needs to accelerate.
We've been saying this.
cc @levelsio time to run for office. For real.
Isaac Gómez retweeted
CEO of Palantir, $PLTR, Alex Karp: “You are sitting at your elite school pretending that because you watched TikTok twice and got an A+ on some crazy paper, because your professor couldn’t get a job anywhere else, that you actually understand the world.”
Isaac Gómez retweeted
Reminder that Google Maps only exists because of one 100-1000x engineer who rewrote all the code in one weekend
wow, Google Maps turns 20 in February. In my opinion, it's probably the greatest digital application ever. The consumer surplus associated with it is just off the charts.
googleblog.blogspot.com/2005…
Isaac Gómez retweeted
Parece que @elonmusk opina igual:
.@naval: There was a story that I read about @elonmusk that really affected me, which was when he was talking to Bill Gates, and Bill Gates had just taken out some huge short on Tesla. It was like a billion dollar short or something.
And, Elon was like, “Why would you do that? Why would you short Tesla?” And Bill goes, “Well, you know, I talked to my financial advisors and I looked at the math and there’s no way it’s overvalued. And so I’m going to make money on the short.”
And Elon goes, “What do you care about making money? I thought you were into electric cars and climate change and saving the world. What are you doing trying to save a few bucks and betting against Tesla?”. And he just walked away in disgust.
And I think he never talked to Bill Gates after that. And that’s when I realized, like, Elon’s a purist. He means what he says. The money is a tool for him to get what he’s trying to do. And so I take him at face value, which is the crazy thing, because a lot of people who set these audacious goals to inspire people, you kind of know they don’t really mean it.
Elon, I take at face value. So I really do think he intends to get to Mars. I don’t think he’s joking about that. And I think he means to get there within a defined window of time. And I don’t think it’s just like an inspirational, faraway goal. I think he’s very, very concretely going to do whatever it takes.
Because Elon doesn’t want to go down in history as the electric car guy or even the guy who saved America guy. He wants to go down as a guy who got humanity to the stars. Again, I’ll give him more credit than that. I don’t even think he wants to go down as the “I got humanity to the stars” guy.
He’s just like, “I want to get to the stars, and so I have to make it happen in this lifetime. The only way that I get to experience the science fiction world in my head is if I get to the stars.” And so that’s so inspirational. I think that drives everything.
So I think the government was just a thing that got in his way.
