Jim Rogers, who co-founded the Quantum Fund with George Soros in 1973, spent a couple of years between 1989–1992 traveling around the world on his bike while also writing a book on adventures and world markets called “Investment Biker — Around The World With Jim Rogers”. Most of the concepts you can find in the book are simple insights on the economic systems that the countries he visited were implementing at the time and what those could mean for potential investors. Simply put, he measured government intervention and its impact on private businesses and economic development across dozens of countries.

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The same way Buffett and Munger made their fortune by turning Ben Graham’s “fair business at a wonderful price” to “wonderful business at a fair price”, one can say that Howard Marks made his fortune by understanding all the different components of a market cycle and positioning himself the best way possible to either take advantage or protect his position.

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Buffett, when asked about the market in 1999’s Berkshire Hathaway’s annual meeting answered: We don’t think about it. Yet, Howard Marks believes that your chances of success change as the position in the cycle changes. …

an opportunity for all

Whether or not ad-blockers will disrupt the current publishing/ad-serving environment, they are pushing us to have a conversation that will benefit everyone.

The current ad-serving system represents a huge portion of a $49.5B advertising business. Lately, it has been facing a significant obstacle that could potentially change the way both publishers and advertisers operate and create profits (costing an estimated $21B). I’ve been standing between those 2 groups since 2012, working at Plyfe, a platform that provides them with a set of products that can be used independently for editorial and advertising purposes, or both purposes at once. …

An unscalable but necessary journey for tech companies empowering the creative industry.

During the past 5 to 10 years, we’ve seen many tech companies succeed on top of different areas of the advertising industry like managing ad inventory and automating marketing processes. This group of companies includes DoubleClick, Appnexus and Buddy-Media, to name a few. But for some reason we are yet to see a tech company achieve similar results amid the creative side of advertising.

I spent the last two years polishing a sales process to get creatives, bloggers and influencers embrace Plyfe, a…

One way to use this tool to better think, market and build apps.

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In January 2014 Betaworks released an analysis made from researching over 1,000 shared homescreens on Twitter. Those images were posted by users with the only purpose of sharing what they consider should be located on the main screen of their mobile devises. Later last year Betaworks launched #homescreen, a consumer-facing tool that allows anyone to share a phone/tablet homescreen and discover new apps from a database that has already more that 40,000 screenshots. Although I’m not connected to Betaworks or #homescreen in any way, I was very interested in the potential of this tool from a builder’s perspective as it…

Advertising dollars being wasted on . . . Advertising.

The number of steps and individuals involved in the process of allocating a marketing budget are enough to create a sense of total diffusion of responsibility towards the result of the investment from those who are involved. I’ve seen this process over and over for the last 8 years from both sides of the table: A global top ad agency and an ad-tech platform.

Around 40% of the media budget goes to TV, while digital and print split the rest, giving some leftovers to radio and, believe it or not, Out Of Home. These percentages are in constant change and…

On brands and the opportunities and risks in digital and social media.

Every time we hear the story of (i.e.) two guys, nature lovers, outdoor adventurers who, in search of better experiences and results, come up with (i.e.) an Energy Bar that upgrades outdoor adventures in every way, we immediately love that product.

Products with a powerful story are a no-brainer for us, consumers. It’s a unique opportunity to make something ordinary, like grocery shopping, sound meaningful.

But then comes growth and expansion. From a financial perspective, everything looks promising. From a marketing point of view, quite the opposite. The fresh and consistent story…

Armando Braun

COO @Tipevo

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