Core Perspective - Superior long-term returns are achieved through world-class execution rather than solely financial engineering [1] - The analysis focuses on operational levers that create value beyond financial statements [1] Industry Specialization - Areas of specialization include tech, e-commerce, logistics, fintech, and the broader consumer sector [1] - The focus is on identifying "sleeping giants," or businesses with strong underlying assets but lacking strategic direction [1] Investment Experience - The company has a 20-year history as an active investor, serving on investment committees for leading VC funds in Mexico and Latin America [1] - Over 30 startups have been backed as an angel investor, including early investments in five unicorns [1] Analytical Approach - The analysis aims to highlight the complexities of execution, emphasizing the "how" behind financial numbers [1] - The goal is to differentiate between companies with compelling narratives and those with scalable operations [1] Educational Background - The company holds an MBA from the University of Mannheim and a B.S. in Industrial Engineering from Tec de Monterrey [1] - Participation in the Endeavor Innovation and Growth program at Stanford University adds to the expertise [1]