Marlins Sell 15% Stake, Valuing Franchise at $1.55 B
SCOOP: MLB’s Miami Marlins recently sold a roughly 15% stake in the franchise to pay down debt. The deal valued the club at $1.55 billion. Details 👇 at @Sportico. https://t.co/tpPaDyY64j
Booster-Funded Collectives Face Limits Under House Settlement
The role of collectives is changing as schools take on more responsibility. Can booster-funded collectives still pay athletes under the House Settlement? This is covered in my book NIL 101: The House Settlement Now 40% off https://t.co/yBVisUkFCL https://t.co/cclEbJD3OJ
TEL's Massive Buyback May Waste Cash over High‑ROIC Capex
TEL today announced a ¥150bn buyback. They plan to back their stock at a 2.75% earnings yield (to Mar27) at not quite 12x book. If they can't find a way to invest that cash, you'd think that with a return...
French, Spanish Inflation Surge Strengthens ECB Rate‑hike Case
French and Spanish inflation jumps, boosting the case for an ECB hike https://t.co/IO0RYrVTCZ via @WHorobin https://t.co/7MEUm0ll8d
Several ECB Officials Open to April Rate Hike
A number of ECB officials wouldn’t have opposed an April rate hike https://t.co/muxgGAs2M8 via @jrandow https://t.co/Le0XirVaBk
Closing the SaaS Metrics Gap with Hands‑On Training
Most junior associates can build a model, Claude aside. Far fewer can tell whether the numbers going into it are real. That's the gap I hope to close with a new hands-on program, specifically for software deals, where "ARR," "retention,"...
Inflation Rises, Yet Spending, Hiring, Production Surge
Inflation is climbing to levels not seen since early 2023, yet consumers keep spending, businesses keep hiring, and manufacturers are surging to record production. 🔒 Members-Only https://t.co/dd8EF8klzi
One Ghostwriter, Six Roles: You Are the Entire Business
Your 1-person ghostwriting business is actually 6 different departments all put together: • Lead Generator • Salesperson/"Free Consultant" • Content Marketer • Account Manager • Writer • HR/Ops You are the founder of a business that has 1 all-star employee: You.
Tech Industries Show Wider ROIC Gaps Than Consumer, Industrial
Michael Mauboussin on ROIC by industry: "The dispersion of returns is generally lower for industries in the consumer and industrial sectors and higher for industries in the technology sector." "A company’s ROIC is determined in part by the industry it competes...
Secure Pre‑RFP Wins by Engaging Early
How to Win Pre-RFP Opportunities and Move Early on Deals https://t.co/s3hfbFaGYA @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #AI #Strategy #Sales #Marketing #MarketingStrategy #MarketingSuccess #SalesTips #SalesLeader https://t.co/BnOJRsBnYU
Address Buyers' Five Sequential Questions to Close Deals
What the buyer is really thinking at each stage of your sales call: Minute 1-5: Can I trust this person? Minute 5-15: Do I understand what they're selling? Minute 15-30: Will this work for someone like me specifically? Minute 30-45: Is the price worth...
Fed's Real Rate Now Below Long-Run Neutral, Says Musalem
St. Louis Fed Alberto Musalem observes that with inflation rising, the Fed’s real policy rate is now “sitting below the FOMC’s notion of long-run neutral.” https://t.co/TzE0gMQxyo
Non‑participants Face Steeper Dilution than Round Participants
What's the dilution story for both those that did AND those that did not participate in both the Anthropic $350B valuation round and this $960B valuation round. Can anyone explain it to me?
Twitch Caps Viewbotting, Top Streamers Lose 88k Viewers
Twitch's viewership cap for persistent viewbotting is being implemented. Based on my analysis, about 8 of the top 250 streamers have clear viewership caps (of those that have gone live today). Combined, it represents ~88,000 fewer viewers than their combined 90-day...
New 60 Minutes Chief Pushes Mobile‑first Strategy
Nick Bilton, New ’60 Minutes’ Boss, Wants Newsmagazine to Stick on Digital, Mobile Screens https://t.co/ARCyJ2jrpY via @variety
Target $25M EV to Capture Multiple Expansion Gains
This should be taught in every search / ETA program 80% of value created in most successful exits is from multiple expansion (not EBITDA growth), and most of that can be explained by sourcing a proprietary deal and then selling in...
Retain Senior Advisors with Better Culture and Pay
Senior advisors occupy a uniquely high-impact role within advisory firms. For firm owners, the challenge is not merely recruiting this talent… but also creating an environment and incentives compelling enough to retain their advisors. https://t.co/8kfmeXXWmB Senior Financial Planning Nerd Sydney Squires...
Five‑step Post‑demo Email Boosts Replies to 80%
Founders: The post-demo email formula that gets responses: 1. Thank you + key insight shared 2. 3 bullet recap of agreed value 3. Specific next step + time 4. 2 available slots 5. Deck attached 5 elements = 80% response rate
Map Audience Mindset Before Action for Real ROI
Psstttt I don't know who needs to hear this but... A strong marketing strategy maps what your audience needs to understand, believe, trust, and feel before they’re ready to act. That’s the difference between “we’re posting consistently” and “our marketing is actually...
Insurance Giant Buys
Last month, the Haslams and Nationwide secured the NWSL's 18th franchise. Now, the insurance giant is buying a 37% stake in the Haslams' MLS club at a $900M valuation. Details 👇 at @Sportico. CNBC's @MikeOzanian 1st on news. https://t.co/beRBEGjCqk
PCE Inflation Near Double Fed Target, Services Prices Stubborn
PCE Inflation Surges Further from Fed’s Target, now Nearly Double Fed’s Target, 5+ Years above Target. Trend reversal a year ago. Services inflation stuck at high rate for a year. Now prices of food, energy, computers & software (AI boom),...
YouTube Adds AI Guardrails: Likeness Detection, Labels, Disclosures
Across our AI efforts at @youtube, we’re focused on building the right guardrails to protect @youtubecreators and viewers on our platform. Over the next few weeks, we’re rolling out: 👤Access to our likeness detection technology for all channels (18+), so...
General Catalyst Makes Largest Bet on Anthropic’s Trust‑Driven AI
We are quadrupling down on Anthropic . This is the largest single investment in General Catalyst 's history. It reflects just how strongly we believe in this company - largely because Anthropic is winning on product and on values simultaneously....
Anthropic Raises $65B, Hits $965B Valuation
Anthropic's closed a $65 billion funding round at $965B post-money valuation led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia
Measure Post Longevity, Not Daily Volume, for Compounding Growth
Posting daily is the wrong unit. Founders who win compounding don't measure posts per day. They measure how many of last quarter's posts are still pulling traffic this quarter. Compounding = work that keeps working. Most of your output should aim for...
Repo Rate Gap Shifts Policy Transmission to Market Frictions
TLDR: widening gap between secured repo rates and IORB/fed funds => monetary policy transmission now depends more on repo market frictions & leveraged players => an argument for targeting the SOFR rate? Or an argument to get our fiscal house...
AA CEO Proudly Ends Free Upgrades, Expects Passengers to Pay
American Airlines CEO Celebrates Taking Away Free First Class Upgrades — Says Customers Will Pay - View from the Wing https://t.co/88TjSN0ntQ
Secure Founder Control Early with a Simple PBC Filing
I asked Eric Ries why he wrote a follow-up to The Lean Startup. His answer: "I felt like I was feeding founders into a meat grinder." His new book, Incorruptible, is his solution to a problem he helped create: founders...
Launch Fast, Target a Niche, and Price Right.
As a first-time SaaS founder, strictly avoid these: - build for everyone instead of someone specific - price at $9/mo out of fear - wait 6 months to launch because it's "not ready" - build for enterprise while bootstrapped -...
Modern Email Requires New Inbox Placement Strategies
Most ecommerce brands are still optimizing email for a version of the inbox that stopped existing a few years ago. Here are 5 inbox placement rules you need to know: → Stop treating the Promotions tab like a penalty box → Stop trusting...
Core Update Causes Traffic Drop for Major .gov Sites
The trend continues: a handful of big .gov sites appear to be dropping with this core update https://t.co/eISdJKY6Fo
ESPN's Reach Makes NCAA Championships a Top Priority
For sure. And it also highlights the crucial role that ESPN’s distribution and promotional heft provides thanks to the programming hole the network’s brands have during 3Q that results in ESPN treating NCAA Championship content as a core priority…That fact...
South Africa Hikes Rates to 7% After Three Years
Global Central Bank Update: -South Africa hiked rates for the first time in 3 years, 25 bps move up to 7.00%. https://t.co/X8lC1ZWNaA
Name Your Outcome, Attract Right Buyers, Close Faster
The single biggest unlock for service businesses I've watched is moving from generic outcome language to named-outcome language. "We help you grow" is generic. "We get you 30 qualified discovery calls per month" is named. The named version doesn't just close better....
USVC Backs Recursive Superintelligence Alongside GV, Greylock
New USVC Investment: We just invested in Recursive Superintelligence, a new AI research lab working on self-improving AI This investment was on the same terms as the leads Google Ventures & Greylock (with no fees or carry) Their vision is ambitious and the...
Seed vs Series A: Expected Revenue Benchmarks Revealed
Posted about the typical revenue benchmarks for startups at Seed and Series A raises: https://t.co/GXUlrKhKtb
Success Lies in Mastering Simple, Proven Business Fundamentals
Ask yourself: What does every successful business that you admire do to win? The answers are often obvious and simple: They answer the phones. They respond to emails in 15 minutes or less. They have sales reps making 15-20 cold calls per day. They...
Sticky Inflation Forces Fed Hike, Eroding Savings to 2008
Fed’s inflation target came in hot & sticky in April, fueling Fed’s pivot to a rate hike instead of a cut. High inflation & loss of transfers for Medicaid and SNAP (food stamps) sapped income growth & drained saving to...
Monthly Profit‑First Checks Prevent Small Misses Turning Big
Pulled a client's books last week and caught that her Profit First account allocations had stopped flowing in April. The fix was quick. The reason I check this every month is because nobody else does, and the small misses compound...
Google Warns Against Buying Brand Mentions for AI Rankings
Google strongly warns against buying or manipulating brand mentions to show up in AI results https://t.co/WQbPo08ozF https://t.co/1issfWs0nP
Audits Expose Issues; Organizational Inertia Blocks Change
A client brought me in for a fundraising review. First thing I did was look at their 2024 donation funnel audit. It identified every problem. All of them. Data-backed, specific, comprehensive. I asked how many of those changes had been implemented. One. One...
China’s Auto Policy Leans on Tariffs and Subsidies
Worth remembering that tariffs (25% in autos for a very long time) and national preference (subsidies only to Chinese made EVs with Chinese made batteries) were a big part of China's industrial policy tool kit --
CoStar Poised to Acquire Homebuilding Data Firm Zonda
The rumor over the past year+ was that homebuilding data giant Zonda was looking for a buyer Given the ambitions of CoStar—a CRE data giant—them being the buyer isn’t too surprising On the listings side (https://t.co/Xn1gdEwei8), CoStar has been pushing further into...
Core Inflation Matches Expectations at 3.3% in April
Core inflation hit an annual rate of 3.3% in April, as expected, Fed’s preferred gauge shows: CNBC
Open‑Source RevOps Skill Automates Full Revenue Engine
I built a skill that sets up revenue operations — funnel definition, lead scoring, CRM architecture, marketing-to-sales handoff, attribution models, and pipeline reporting. You describe your sales process and it structures the whole revenue engine: stage definitions, scoring models, routing rules,...
Fertitta to Acquire Caesars in $17.6B Cash Deal
Deja-vu.. "... all-cash transaction valued at approximately $17.6 billion, including the assumption of approximately $11.9 billion of Caesars’ outstanding debt." Caesars Entertainment Enters Into Agreement to Be Acquired by Fertitta Entertainment https://t.co/3MREIGHzfq
Write the Internal Defense, Not Just the Pitch
The buyer who said "send me a proposal" is rarely asking for a proposal. They're asking for an artifact they can defend to someone else internally. Write the proposal for that other person. Names. Roles. Budget framing. What they'll say to the...
Model Predicts Prolonged Inflation, No Fed Rate Cuts
Our Fed-Front Running (Fractal) Model continues to imply higher for longer on Inflation and no Rate Cuts https://t.co/th05xxbaQy
Buy Borr’s High‑Yield Secured Notes for Yield
Borr priced $2.035B secured notes (8.75% 2032, 9% 2034) to refinance 2028/2030. Collateral: rigs. Risk: Q1 loss, leverage. Trade: buy new notes for yield. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
BTS Content Becomes Brand Standard, Not Just Trend
Why BTS content isn’t a trend but the new standard for brands. And how to do it creatively during your next campaign. https://t.co/ysLeW5YCHc