Oct 2, 20262 min read
You Can't Out-Track a Bad Night's Sleep
One idea from EP 007 — plus every stat and link we promised on air, checked and sourced.
Culture
By Hector & GustavoThe dispatch
Newsletter
The conversation doesn't end when the episode does. Get one idea worth taking into your week, with the links to go deeper.
The Growth Trip Newsletter
One idea to take into your week.
One idea worth taking into your week — from the latest conversation, with the links to go deeper.
The archive
Issues & articles
Jun 10, 20262 min read
Why IOS Keeps Outrunning the Warehouse It Sits Next To
Industrial Outdoor Storage trades at warehouse-adjacent prices but behaves like a different asset entirely. Here's what the spread is actually paying you for.
CRECitiesInvesting
By GustavoJun 3, 20263 min read
Reading a Capital Stack Without Falling Asleep
Senior debt, mezz, pref, common — the capital stack sounds like jargon until you see it as a line of people waiting to get paid. Here's the version that actually sticks.
CREInvesting
By HectorMay 27, 20263 min read
Does It Pencil? The Five Numbers We Run Before Anything Else
Before the model, before the site visit, before the broker call back — five numbers tell us whether a deal is worth another hour. Here they are.
CREInvesting
By Gustavo