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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Man's Search for Meaning, by Viktor Frankl, is a global bestseller and famous for being the book that inspired Tony Robbins to become a coach.
The compounding power of putting in an extra 6-10 hours a week for the last decade helped me tremendously on the quest towards Munger/Naval freedom.
Once a week, right after a formal turndown, I get a founder asking me if I can introduce them to other investors. This is a weak and stupid ask.
