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alberto bonoma

T2 · manager / operator

Serial entrepreneur: founded Instaaki (sold to Glovo, locked up 85% drop), now runs Bertos Milanesa (7 corporate + 3 franchise milanesa restaurants, €5.5M revenue). Former SeedRocket investor turned operator. Expert in low-capex franchise models, media-for-equity structuring, and demographic sociology.

1 call·1 name·0% bull·last heard 3 months ago·SeedRocket TV
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$BLUEBlue Origin

Blue Origin's private-only strategy yielded 50x smaller scale vs SpaceX's NASA flywheel

Blue Origin avoided NASA contracts to focus on private/tourism; result: 50x smaller than SpaceX. Gwynne Shotwell forced SpaceX to leverage NASA as anchor customer ($22B cumulative) to fund Starlink/Starship R&D.

SeedRocket TV2026-07episode →

most discussed · click a bar to filter

  • $BLUE

recurring themes

  • Demographics1
  • Franchise Business Models1
  • Media for Equity1
1 total
$BLUE
Blue Origin
MEDalberto bonoma·SeedRocket TV·3 months ago·INFLUENCERS jugando a INVERSORES, SpaceX a 2 BILLONES y 3 MILLONES EN LLAMAS entre Socios -Tertulia
Blue Origin's private-only strategy yielded 50x smaller scale vs SpaceX's NASA flywheel
Blue Origin avoided NASA contracts to focus on private/tourism; result: 50x smaller than SpaceX. Gwynne Shotwell forced SpaceX to leverage NASA as anchor customer ($22B cumulative) to fund Starlink/Starship R&D.
"Blue Origin, que es de Bezos, se ha centrado solo en lo privado y hoy es 50 veces más pequeño... básicamente lo que hace la Shotwell esta es decir, oye, me apalanco en que esta ge…"
81:37
8
Demographicsheadwind
Global fertility collapse driven by smartphone addiction reducing pair formation, not economics
Fertility below replacement in 2/3 countries (including Tunisia, Brazil, Korea, Mexico). Desired children (2-2.5) unchanged but actual births plummeting. Key driver: smartphone adoption (2011-2015 inflection) cuts socialization time, raises partner standards via Instagram/TikTok, and fuels ideological gender divergence (young men right, women left). Policy incentives (childcare, tax breaks) show zero correlation with recovery. Implies structural labor shortage requiring automation/AI.
7
Franchise Business Modelstailwind
Bertos Milanesa proves low-capex franchise model: $200k build-out, 2.5yr payback, operator-franchisees
Bertos achieves restaurant unit economics at 1/3 typical capex ($200k vs $600-800k) via: 1) centralized factory-produced near-finished product (milanesa), 2) minimal equipment (Amazon timers vs $20k auto-fryers), 3) franchisees as active operators (5-10 hrs/week) not passive investors, 4) bank franchise lending lines de-risk expansion. 7 corporate stores profitable (6/7), 3 franchises opening H2. Media-for-equity with Spicy Fortuna targets franchisee acquisition via entrepreneur audience.
7
Media for Equitymixed
Media-for-equity deals require internal media buying expertise to avoid GRP inflation and inventory dumping
Multiple case studies: Televisa (fraudulent 3am slots), Squirrel Media (good GRP negotiation but poor ROI), Ul Box (large deal), Fabletics/Kate Hudson (celebrity equity misaligned), Spicy Fortuna (YouTuber franchisee model). Success requires: 1) in-house media expert who knows real CPMs and ad server logistics, 2) performance-based contracts with minimum delivery clauses, 3) strategic alignment (e.g., franchisee content). Otherwise media partners dump remnant inventory at fake 80% discounts.