Marcelo Fujimoto

Building Exited founder (@MandaeBR acq'd by @Nuvemshop). Past life: PE & IB @jpmorgan. 🇺🇸 & 🇧🇷

[Marcelo Fujimoto @celocelo1]

Great post. One thing I think becomes critical in a world of agents is a whole class of process & execution data.

Things like “email sent,” “waiting on response,” "1 day to deadline, still no response", exceptions, escalations, approvals. In the real world/in most places, this data is all tribal / isn't recorded anywhere, yet it's required to safely deploy agents.

ERPs and CRMs are systems of record for objects, but not really systems of record for work. It's impractical for ppl to record all this data.

This is especially true in industries where value is created through manual coordination and exception handling rather than clean transactions (which are fertile ground for agents).

[Marcelo Fujimoto @celocelo1]

@andrewdsouza @boardyai Boardy

[Marcelo Fujimoto @celocelo1]

@aidancramer Would love to get

[Marcelo Fujimoto @celocelo1]

@JeanneClst Hi Jeanne, I'm the founder of a former Kima portco (Mandaê, which we exited in sale to Nuvemshop). Raising for a new startup now and wanted to know best way to send over mtl's (my contact used to be Vincent Jacobs). Would love to go on this journey with Kima again!

[Marcelo Fujimoto @celocelo1]

@dunkhippo33 Tks!!!

[Marcelo Fujimoto @celocelo1]

For my English-speaking friends in São Paulo, my friend and comedian @TheJackieJoyBr is producing a stand-up comedy show. Don't miss it! Get your tix here: https://t.co/Z7aK0B0F0O

[Marcelo Fujimoto @celocelo1]

@bernardofusato Vdd. “I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

[Marcelo Fujimoto @celocelo1]

@FedexSTi @Giuliano_Mana I was the cofounder / CEO until we sold to Nuvemshop. If MELI hadn’t existed we would’ve taken over the world 😛

[Marcelo Fujimoto @celocelo1]

@FedexSTi @Giuliano_Mana It’s semantics 😛 - I agree with your points on $MELI, and probably have an even greater appreciation of what they’ve done due to my time at Mandaê (of which MELI was an investor btw). They’re an amazing company with world-class execution

[Marcelo Fujimoto @celocelo1]

@FedexSTi @Giuliano_Mana What I meant is that the logistics operations itself is a perishable good - the empty space in a truck or van, or the excess capacity of a cross-docking operation during a shift - once it’s gone, you’ll never get it back - but you pay for all of it.

[Marcelo Fujimoto @celocelo1]

@rosaiani @MandaeBR #BlastFromThePast !!!

[Marcelo Fujimoto @celocelo1]

@FedexSTi @Giuliano_Mana That said, few do it better than $MELI

[Marcelo Fujimoto @celocelo1]

@FedexSTi @Giuliano_Mana In all fairness, many parcel logistics cos these days are relatively asset-light. Challenge is that each route, x-docking shift, etc are perishable goods - unutilized excess capacity is gone forever. Low capex but pseudo-variable costs w/ lots of operating leverage risk

[Marcelo Fujimoto @celocelo1]

@abreunotes Great overview. Tks for sharing.

[Marcelo Fujimoto @celocelo1]

@drgurner Loved this program when I was a kid! Awesome memories of my dad taking me to Pizza Hut to get my pizzas.

[Marcelo Fujimoto @celocelo1]

@ankurnagpal Great thread! I'd also add: due to exclusivity clauses, seller has most leverage before the term sheet is signed and loses most of it afterwards. So try to get everything important to you into any TS prior to signing.

[Marcelo Fujimoto @celocelo1]

One of the links here "How to Calculate ROIC and Handle Common Issues - by Michael J. Mauboussin & Dan Callahan (2022 update)" is really fantastic. https://t.co/RV25MoL0nv

[Value Investing World Newsletter @VInvestingWorld]

Links - 10/17/2022 [subscribers]

https://t.co/7GQDKYNJgd

“Uncertainty can be your friend. I mean, when people are scared they pay less for things. We try to price. We don’t try to time at all.” —Warren Buffett

[Marcelo Fujimoto @celocelo1]

@mariogabriele You’re doing phenomenal work Mario. “To avoid criticism say nothing, do nothing, be nothing.” - Elbert Hubbard

[Marcelo Fujimoto @celocelo1]

@H_Grove @MichaelBuble This is so cool. Congrats!