At least in my network, I am traveling prolifically since COVID started. I have been to over 25 different cities, multiple states in the US and also spent 3.5 months in Brazil. Every place is different, with protocols that make little sense or vary in terms of logic.
It will take time. I saw the following statistic on the WSJ Real Estate newsletter and it was a stark reminder that although I have been traveling a lot, most people are still inside their homes for their own set of reasons.
$MAR stock is back at pre-pandemic levels, given we are vaccinating at a reasonable pace.
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Like many, I can't wait for the "new normal".
We launched our 2nd Season this past Friday, now with two new guests. Papo do Condado is a podcast recorded in Portuguese, built for a Brazilian audience.
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.
Several thinkers deeply influenced me as a professional investor and man. One of them is Charlie Munger. Charlie’s Almanack is a must-read for everyone.
