Long-Term Value Generation
Problems and opportunities many business owners and investors have yet to recognize.
This is Marcelo Marini, financier and MBA in corporate finance, writing the Weekly Thoughts for The Independent Thinking, on January 26, 2026.
Over the past ten years, and its over 500 editions, our missives have presented strategic perspectives that often anticipated trends in business, finance, behavior, and markets.
Mistakes, human misconceptions, problems and opportunities.
Here, you will find problems and opportunities many business owners and investors have yet to recognize.
…We look behind the curtain of the business and financial world and share our insights and reflections on business, finance, and independent thinking.
…We question the costly mistakes individuals and companies are making…the opportunities often overlooked.
…We try to understand how the business and financial world really works.
Maximize Long-Term Value Generation.
We base our thinking on the expertise we’ve got in corporate finance, advanced financial statement and business performance analysis, value creation, capital structure and dividend policy, financing and investment decisions, risk, return and capital budgeting, financial planning, cash management, mergers and acquisitions, advanced valuation techniques, restructuring, and governance issues related to agency problems, shareholder disputes, complex legal conflicts, financial distress, debt management, and leverage. - Marcelo Marini
Each week, this newsletter delivers a strategic reflection written by me…on business, finance, and independent thinking. A monthly edition provides short excerpts from the Strategic Intelligence Letters, based on the Ciclos Terminal insights we get that are exclusively available to Private subscribers. The readers also gain access to our private archive of resources and tools.
Unconventional thoughts
As a longtime reader and friend of this newsletter often says:
“Mr. Marini is always 10–15 years ahead.”
After 10 long years of writing our unconvential thoughts and 20+ an immense amount of hard-work, founding, managing and trying to get rid of costly mistakes, these newsletter is now read by business owners, entrepreneurs, and investors globally, its audience includes millionaires and billionaires, global music figures, hedge fund managers, high-net-worth individuals and ultra-net-worth individuals, bankers, founders of global banks and conglomerates, and senior executives across industries.
“Notorious knowledge in the field, inspiring, awesome.” — Executive
“Rational and surgical.” — Entrepreneur
“For over ten years, Marcelo has been my main reference in matters related to business and finance.” — Entrepreneur
“Disciple of W. Buffett, B. Graham & M. Marini (not necessarily in this order).” — Entrepreneur, Investor
“A little weekend reading: Marcelo Marini wrote about the difference between investors thinking for themselves versus just blindly following the crowd” — The Berkshire Beat
Here you won’t find stock tips, product recommendations, portfolio management, or investment advice. Instead, you’ll find something more valuable: the ability to think independently.
If you like our strategic thinking, you may get more info on Factual Money, our Business, Finance and Independent Thinking streaming platform, or you may apply to the Ciclos Terminal, our command center, able to manage your business and finance, oriented to long-term value generation.
We will continue to write in this space for our readers… seeking to unlock hidden value, create valuable strenght from the owner’s perspective…
It pays to think independently.
More coming.
Regards,
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It pays to think independently!! Perfect!!!