About
One discipline,
three chapters.
El Torito is the newest expression of a way of working I've kept for more than thirty years: understand something from first principles, concentrate where the conviction is real, and hold it long enough to matter. It has looked different in each chapter — enterprise technology, then real estate, now public markets — but the discipline hasn't changed.
Teradata · 1991–2016
I studied computer science and mathematics at the University of Texas at San Antonio, then spent twenty-four years at Teradata, retiring as Industry Vice President for Manufacturing across the US and Canada, with full P&L responsibility for the vertical. It was the era when Teradata was the undisputed leader in enterprise-scale data warehousing — the company that pioneered massively parallel processing and, in effect, invented the modern data warehouse. I owned some of the most demanding, data-intensive accounts in the industry, including Apple, which grew into Teradata's largest deployment in the world. That work taught me what a durable advantage actually looks like up close — and how rarely the market prices it correctly until much later.
Real estate
I carried what I'd learned into commercial real estate in the Rio Grande Valley, founding MGen Capital. The thesis was concentration again: a portfolio of what I call "ten-year corners" — premier, high-traffic intersections anchored by necessity-based tenants like Starbucks, Dunkin', and T-Mobile — bought to hold for generations, not to trade. Same instinct as the account work: find the position whose value compounds quietly, and stay in it.
El Torito
El Torito applies that discipline to public companies — a concentrated book of listed positions, chosen with first-principles research and AI in the loop, held for years, and reported openly, the losses alongside the wins. I run it from the Rio Grande Valley, on purpose, at the moment the frontier is arriving here.
Most bets go to zero. The discipline is knowing which one won't — and having the patience to wait for it.
hello@eltorito.ai