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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The world respects those that take risk. People that put skin in the game and are willing to self-sacrifice to build something greater than themselves.
I’m building something new. I will no longer send emails via the Stoic Capital brand or this Substack account. More to come, soon.
When solving problems or dealing with multiple daily requests often my mind will get busy, worried and distracted and I lose flow.