John Cobb
@jcobb.pholus.co
Founder of @pholus.co. Helping leaders protect reputation, prevent failure, and regain momentum when conventional playbooks fall short.
Pinned
John Cobb
@jcobb.pholus.co
· 27d
Peru's Presidential Removal: What American Investors Need to Know - Pholus Advisory
Peru removed its third president in three years. Analysis of what institutional breakdown means for American investors in frontier markets.
www.pholus.co
Peru just removed its third president since 2022.
121 votes. “Permanent moral incapacity.”
To U.S. investors, it looks like chaos. It’s not — it’s pattern.
🧵 Here’s what to understand before judging the headlines:
🔗 www.pholus.co/perus-...
121 votes. “Permanent moral incapacity.”
To U.S. investors, it looks like chaos. It’s not — it’s pattern.
🧵 Here’s what to understand before judging the headlines:
🔗 www.pholus.co/perus-...
La estrategia de salida es tan importante como la entrada. Pocos lo aceptan a tiempo.
November 10, 2025 at 3:17 PM
La estrategia de salida es tan importante como la entrada. Pocos lo aceptan a tiempo.
Liderar en transición significa saber cuándo frenar y cuándo acelerar, aunque incomode.
November 10, 2025 at 6:04 AM
Liderar en transición significa saber cuándo frenar y cuándo acelerar, aunque incomode.
After a killing, the organization is judged on humanity and discipline. Show both.
November 9, 2025 at 11:24 PM
After a killing, the organization is judged on humanity and discipline. Show both.
GTM isn’t sexy when the road to your customer literally collapses in the rain. Execution is logistics before it is marketing.
November 9, 2025 at 3:17 PM
GTM isn’t sexy when the road to your customer literally collapses in the rain. Execution is logistics before it is marketing.
Regional pride shapes decisions. Strategies that ignore Cusco, Arequipa, or Piura perspectives miss half the picture.
November 8, 2025 at 11:24 PM
Regional pride shapes decisions. Strategies that ignore Cusco, Arequipa, or Piura perspectives miss half the picture.
O prestígio de um líder não vem do brilho público, mas da solidez nas salas privadas.
November 8, 2025 at 3:17 PM
O prestígio de um líder não vem do brilho público, mas da solidez nas salas privadas.
Experiência não se mede por anos, mas pelo número de crises superadas sem perder credibilidade.
November 8, 2025 at 2:08 AM
Experiência não se mede por anos, mas pelo número de crises superadas sem perder credibilidade.
Off-rails moments usually hit at night. That’s when a founder needs a steady voice more than another spreadsheet.
November 7, 2025 at 8:14 PM
Off-rails moments usually hit at night. That’s when a founder needs a steady voice more than another spreadsheet.
Un buen asesor no trae respuestas mágicas. Trae claridad en la tormenta.
November 7, 2025 at 7:50 PM
Un buen asesor no trae respuestas mágicas. Trae claridad en la tormenta.
Fraud suspicions spread fast. If you lose composure, so will your team. Calm steadiness keeps operations intact.
November 7, 2025 at 10:50 AM
Fraud suspicions spread fast. If you lose composure, so will your team. Calm steadiness keeps operations intact.
Buyers don’t just acquire assets. They acquire momentum. Marketing creates that.
November 7, 2025 at 2:08 AM
Buyers don’t just acquire assets. They acquire momentum. Marketing creates that.
A business with leads in the pipeline sells for more than one with “potential.”
November 6, 2025 at 8:14 PM
A business with leads in the pipeline sells for more than one with “potential.”
Anger makes mistakes. Calm buys time. And in fraud cases, time is leverage.
November 6, 2025 at 3:17 PM
Anger makes mistakes. Calm buys time. And in fraud cases, time is leverage.
Informality isn’t a side note in Peru—it’s a parallel economy. Advising requires working across both worlds.
November 6, 2025 at 6:04 AM
Informality isn’t a side note in Peru—it’s a parallel economy. Advising requires working across both worlds.
When a project goes toxic — reputationally, politically, or operationally — the question isn’t if to exit, but how. Three proven containment paths:🔗 www.pholus.co/projec...
November 6, 2025 at 3:38 AM
When a project goes toxic — reputationally, politically, or operationally — the question isn’t if to exit, but how. Three proven containment paths:🔗 www.pholus.co/projec...
En mercados complejos, la calma del líder vale más que cualquier manual importado.
November 5, 2025 at 8:14 PM
En mercados complejos, la calma del líder vale más que cualquier manual importado.
When trust collapses inside the finance team, verification means nothing. Here’s how we guided a company through post-fraud stabilization. 🔗 www.pholus.co/the-ac...
November 5, 2025 at 3:17 PM
When trust collapses inside the finance team, verification means nothing. Here’s how we guided a company through post-fraud stabilization. 🔗 www.pholus.co/the-ac...
Support staff privately, manage stakeholders publicly. Both matter in crisis.
November 5, 2025 at 6:04 AM
Support staff privately, manage stakeholders publicly. Both matter in crisis.
Founders in freefall need certainty. Even a clear “we’ll decide tomorrow at 9am” creates relief.
November 5, 2025 at 3:38 AM
Founders in freefall need certainty. Even a clear “we’ll decide tomorrow at 9am” creates relief.
Advising isn’t about bringing ready-made models. It’s about translating frameworks into a Mozambican reality.
November 4, 2025 at 11:24 PM
Advising isn’t about bringing ready-made models. It’s about translating frameworks into a Mozambican reality.
First rule when you suspect fraud: don’t announce it. Quiet observation beats loud reaction.
November 4, 2025 at 7:50 PM
First rule when you suspect fraud: don’t announce it. Quiet observation beats loud reaction.
Always document findings quietly. Don’t broadcast until facts are verified.
November 4, 2025 at 10:50 AM
Always document findings quietly. Don’t broadcast until facts are verified.
Calm isn’t soft. It’s firm edges when the founder is bouncing off the walls. Boundaries can be grounding.
November 3, 2025 at 11:24 PM
Calm isn’t soft. It’s firm edges when the founder is bouncing off the walls. Boundaries can be grounding.
The best local partners aren’t on LinkedIn. They’re on WhatsApp. Your GTM strategy must speak their language—literally and culturally.
November 3, 2025 at 8:14 PM
The best local partners aren’t on LinkedIn. They’re on WhatsApp. Your GTM strategy must speak their language—literally and culturally.
Sometimes the founder just needs someone who won’t flinch when they rant. Stability is contagious.
November 3, 2025 at 3:17 PM
Sometimes the founder just needs someone who won’t flinch when they rant. Stability is contagious.