"Age of Miracles"

FEMSA is a 130-year-old Mexican brewery turned world's largest Coca-Cola bottler and the Americas' largest convenience store chain, plus a 15% stake in Heineken and a bet on the digitization of the Mexican economy. 

I teamed up with Post Market to write about the company's history, present, and future, and why we think it's so undervalued. 

You can read the full post here. 

In this collaboration between Sari Azout of Check your Pulse and Not Boring, we cover crypto, equity financing, and programmable money. Fairmint is making it possible for companies to sell or give equity to all of their stakeholders as easily as adding an "Invest" button on their website. That could reshape who shares in upside, and even what types of businesses are possible. 

You can read the full post at https://notboring.substack.com/p/fairmint.

Slack's stock has been beaten down based on fears that Microsoft Teams is going to crush it and the fact that it hasn't benefited from WFH as much as Zoom. That narrative will break, and when it does, Slack will be valued like the top quartile SaaS company it is. 

Read the full post here: https://notboring.substack.com/p/slack-the-bulls-are-typing

After 50 years in darkness, there's a psychedelic renaissance underway.   Psilocybin and other psychedelics may be our best weapons in the fight against mental illness.   There's even a publicly traded psychedelic stock: Compass.  Come take an auditory trip with me.

Original post here: https://notboring.substack.com/p/the-magic-of-mushrooms

7.6 Lessons from Sam Hinkie and The Process, the Philadelphia 76ers innovative rebuilding process. 

Read the full post here: https://notboring.substack.com/p/trust-the-process

Pipe solves Business-Funding Fit for recurring revenue businesses. The company created a new asset class, allowing businesses to sell their recurring cash flows to investors, often for $0.90-$0.95 cents on the dollar, to fund their growth without dilution or debt. 

You can read the full essay at https://notboring.substack.com/

If you run or work for a business with recurring revenues, sign up to see how much Pipe can send you today at: https://app.pipe.com/signup?ref=notsoboring

The COVID-fueled rise of consumer investors may be here to stay, as spending shifts from things and experiences to investments, and new platforms allow users to invest in new and old asset classes with better user experiences. 

Read the full post here: https://notboring.substack.com/p/software-is-eating-the-markets

The Not Boring Syndicate is back with our fifth investment memo. Today, we're talking about SkillMagic, a startup building remote-native training for engineering teams.

You can check out the full post at notboring.substack.com.

The Indian conglomerate Reliance has historically vertically integrated, but it needs to loosen the reigns and become a growth stage investor to capture as much of India's growth in the next decade as possible. 

Full essay at notboring.substack.com

Reliance Industries is the largest and most important company in India. It's also the best way for foreign companies to access the market. 

Over the past six months, it has raised over $25 billion from investors like Facebook, Google, KKR, Saudi Arabia, Silver Lake, and Abu Dhabi for its Jio and Retail businesses. 

Read the full post here: https://notboring.substack.com/p/reliance-gateway-of-india