Patricio Alvarado 💥

The $1M business buying checklist: □ Find business on SMBmarket □ Verify 3 years tax returns □ Confirm consistent cash flow □ Talk to current owner □ Apply for SBA pre-approval □ Hire CPA to audit numbers □ Offer 2-4x annual profit □ Structure with 80-90% SBA loan □ Find investor for 10% down □ Give them 15% equity □ Close in 45 days □ Hire GM □ Keep cash flow

The trailer for Rafa Nadal's Netflix documentary is out. "People think I was a winner. I am not a winner. I am a competitor." The greatest competitor in the history of sports as far as I'm concerned. It comes out May 29th... Can. Not. Wait. 🥹

🚨 IMPORTANT 🚨 The AI Repricing Is Coming. Most Won’t Survive It. Let me be direct: you’re late on AI stocks. We’re not at the start of a new tech cycle, we’re already deep inside it. Gartner officially put generative AI in the trough of disillusionment last year. The average enterprise spent $1.9 million on GenAI in 2025, and fewer than 30% of CEOs said they were satisfied with the ROI. That’s a BIG warning. Still, the market values these companies like every single one will win in the long run. Do the math. The total market cap of AI‑related public companies sits around $21 to $23 trillion. To justify that at a 10% annual return, they’d need roughly $2.2 trillion in annual profit. Their current combined net income is closer to $420 billion, and most of it isn’t even from AI. Investors are paying five times future profits that don’t exist, on a timeline nobody can model, in a sector where the unit economics are broken. OpenAI, probably the most important AI company out there, spends about $1.69 for every $1 it makes. It’s projecting $14 billion in losses this year and $115 billion in cumulative losses before reaching profitability in 2029. The company is raising $100 billion at a valuation near $830 billion. That’s more than the GDP of Argentina for a business still losing money at a WeWork pace. Meanwhile, hyperscalers are planning to pour $650 to $690 billion into AI capex this year. Amazon alone is spending $200 billion. The issue is simple: data centers commissioned in 2025 cost $40 billion a year in depreciation but generate only $15 to $20 billion in revenue at current utilization. That math doesn’t come close to working. In Deutsche Bank’s global markets survey, 57% of investors said an AI valuation crash is the biggest risk heading into 2026. One of their strategists put it bluntly: “AI and tech bubble risk towers over everything else.” This looks like the dot‑com era all over again, only with different letters. In 1999, adding “.com” to your name added billions in market cap overnight. Today, just mention “AI” on an earnings call and the same thing happens. The sentiment is identical. Morgan Stanley estimates retail investors have pushed about $700 billion into equities since January, five times faster than during the 2000 bubble. The dot‑com bust didn’t prove the internet was wrong. It proved that valuations matter, and that picking winners is almost impossible until reality resets expectations. Cisco peaked at $555 billion in 2000 and took two decades to recover. Amazon, trading for pennies in 2001, quietly became a $2 trillion company. That’s what I will be watching closely. When the repricing hits, it will be brutal. AI‑only names with no moat or revenue will get crushed. The ones pitching 70 times forward sales on numbers that don’t exist will go to zero. But what comes after is where the real upside lives. The survivors will be the companies with real ecosystems, sticky products, cash flow outside of AI, and the balance sheets to last. Think of the Amazons and Googles of this cycle. The infrastructure players that power the entire stack. When the dust settles and real monetization starts, those survivors won’t just be worth hundreds of billions. They’ll be measured in trillions. The technology is transformational, just not as fast or as universally as the market assumes. I’m not bearish on AI. I’m bearish on how certain people are about something that’s still uncertain. Be patient. Let the cycle do what it always does. The real move is knowing which stocks to own once everyone else gives up. When that time comes, I’ll tell you where I’m putting my capital. Many will wish they had followed me sooner.

Ive been everywhere on planet earth and I promise you American women are the most degenerate. Its not even close. They are the most agressive, the most fucked, the most likely to use the cops to destroy you. Courts, divorce all of it. The system helps them. Avoid.

Las tasas de divorcio son altas en esta generación por una sencilla razón: la gente no entiende qué es realmente el matrimonio. Las redes sociales nos han hecho creer que siempre hay alguien mejor: un hombre más rico, una mujer más guapa, una vida más emocionante, pero la comparación mata la lealtad. La gente quiere bodas, no matrimonios. Pasan meses planeando una ceremonia y nada de tiempo aprendiendo a comunicarse cuando las cosas se ponen difíciles. Ya nadie sabe discutir. Gritan, se cierran, huyen en lugar de aprender a luchar el uno por el otro. La presión del dinero expone cimientos débiles. En lugar de construir juntos, las parejas se atacan mutuamente, los hombres dejan de liderar, las mujeres dejan de respetar a sus hombres, la tentación está por todas partes. Ahora todos usan palabras terapéuticas para evadir la responsabilidad. Todo es tóxico, todo es trauma. Nada es culpa suya. Ya no hay presión comunitaria para seguir casados. Los ancianos no te dicen que lo resuelvas. Solo los amigos te dicen que te vayas. Mereces algo mejor. Los hijos se volvieron opcionales, el sacrificio pasó de moda y los votos se convirtieron en sugerencias. Antes, el matrimonio significaba "sufriré contigo". Ahora significa "me quedaré mientras sea feliz". Y por eso hay tantos divorcios. Porque la gente no sabe sufrir junta. Sólo saben parar cuando ya no sienten entusiasmo. ¡¡¡Estamos en las trincheras!!!

Una mujer de 20 años es como una pelota de rugby: 30 hombres la persiguen. Una mujer de 25 años es como una pelota de fútbol: 22 hombres la persiguen. Una mujer de 30 años es como una pelota de baloncesto: 10 hombres la persiguen. Una mujer de 40 años es como una pelota de béisbol: un hombre la persigue. Una mujer de 50 años es como una pelota de tenis: todos los hombres la golpean. Una mujer de 60 años es como una pelota de golf: los hombres intentan golpearla lo más lejos posible. La verdad duele. Elige bien mientras tienes opciones...

Sports might be the most underfinanced $2.5 trillion asset class in the world. Apollo published a white paper on sports investing. Thread

🇪🇨 ¡Orgullo familiar y patrimonio ecuatoriano! Mi abuelito, Don Cristóbal Cobo Arias, filmó en octubre de 1951 con su Bolex 16 mm este tesoro histórico: la visita de Pancho Segura (“Pata e Loro”), campeón del mundo, al Quito Tennis Club. Partido de exhibición contra Frank Parker (N°1 de EE.UU.), homenaje del presidente Galo Plaza Lasso, acompañado de su esposa Vicky Smith. Un pedacito del documental producido por la Empresa Cinematográfica Equinoccial. ¡Historia viva del tenis y de Ecuador! 🎾📽️ Ricky Cobo #PanchoSegura #HistoriaDelTenis #Quito1951 #Ecuador #TenisEcuatoriano #LegadoFamiliar #cristobalcoboarias #empresacinematograficaequinoccial #ece #cca @rickycobo

@Cypher1984 @avianca @AerocivilCol La peor compañía avianca

No existe en Colombia empresa más ladrona que @avianca. Me cambian un vuelo y ahora resulta que para tener las sillas que ya había elegido, me cobran. El cambio lo hicieron ellos, no yo. @AerocivilCol

For men it’s who you know. For girls it’s who you blow.

₿REAKING: Jack Dorsey’s technology company @Blocks announced today a new ‘bitcoin faucet’ website btc.day that goes live on April 6. The original in 2010, gave away five bitcoins to every site visitor promoting education, that would be $350,000 today.

@sgarciaz @avianca La peor

La business class de Avianca es una estafa y no nos podemos cansar de decirlo. Hacen lo que se les da la gana con sus usuarios. Primera foto A320. Segunda foto B787. La peor aerolínea, de lejos, en Latinoamérica. @avianca

Monkish Pabrai reveals why the biggest risk could be staying stuck in a 9-5!

De verdad resumió 4 años de terapia en 60 segundos.

@DaniilMedwed Monopolized the industry. Free the competition

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5 banks that will give you SBA loans to buy small businesses:

This is absolutely how everyone should feel music and dance😂

Lo más cierto que ha dicho Nietzsche. "Si matas una cucaracha, eres un héroe. Si matas una mariposa, eres malvado. Por lo tanto, la moralidad tiene estándares estéticos."