I was looking at OpenTable data and Hotel Data this week. As I am back in SF, I have been looking to catch up with friends over dinner.
I can’t imagine how painful it must be to own a boutique hotel or a restaurant. Aside from the many that have gone bankrupt, the ones that survived are still operating under capacity.
The same goes for hotels. I flew 20+ times since October, both in Brazil and in the US. This past weekend my MIA-SFO was completely full. Good.
It’s coming back. Slowly, but coming back. Let’s go America. Let’s come back.
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I have been failing miserably at having the discipline to send the weekly reviews. So this is another attempt to recreate this habit.
In this episode, we discussed Brazil's Supreme Court Telegram suspension, as well as many other repercussions from the current macro environment
I’m building something new. I will no longer send emails via the Stoic Capital brand or this Substack account. More to come, soon.
