10 Cash‑
. @Travis_Jamison is sharing his story of doing 10 acquisitions in cash-flow-positive, profitable lower middle market businesses, with some deals projected to have an IRR of 25% or more. The best part: he is only getting started. These last 10 deals have been in a 24-month period. I hope you learn a lot and enjoy listening as much as I enjoyed recording it. Timestamps: 0:00 Intro 3:08 Platform walkthrough 5:22 Lessons from the first 10 deals 7:16 What a typical deal looks like 9:10 Vetting sponsors/searchers 12:44 Investor improvement and portfolio construction 17:32 What top sponsors do differently
Pick Dipping Stocks With Strength, Institutional Backing, Strong Themes
Stock selection is absolutely critical. 📈 because not every stock that dips is going to recover, and the ones that do recover the fastest and strongest are almost always the names with relative strength, institutional sponsorship, and a strong theme backing...
Canadian Universities Face New Business Model Without Indian Students
The quiet part here is that Canadian universities will get a business development opportunity without Indian students coming to Canada and seeking to work & stay, as they had under Trudeau policies which saw their numbers grow exponentially.
AI Value Lies in Orchestrated Workflows, Not Tools
This “Top 15 AI Tools Everyone Must Use” list is useful — but the real value isn’t the tools. It’s the operating model behind them. A few strategic takeaways 👇 1️⃣ Tools cluster around workflows, not roles Notice the pattern:...
Mortgage Rates Mirror 10‑year Yield Plus Spread
The slow dance with the 10-year yield and mortgage rates has been happening for decades. You just add the mortgage spread variable here, too https://t.co/gavjysTwDz
Continuous Testing Breaks Growth Ceilings, Not Past Successes
The thing that got you to $1M won't get you to $10M. What got you to $10M won't get you to $50M. Brands hit a ceiling when they stop testing. They find a winner and protect it instead of building...
Design Your Ideal Week, Master Time Blocking
Your future self is shaped by how you use this week. Design your ideal week template. Master time blocking. Regain control of communication. Two sessions. Real implementation. Real change. Step into it. Enrol today. https://t.co/E53E31bsZG https://t.co/Plxs2td6oi
Misusing AI Is Riskier Than Ignoring It
Using AI wrong is now more dangerous than not using it at all. That should terrify you. Most early stage founders think the risk is moving too slow with AI. The real risk is moving fast in the wrong direction. Here are the...
Product Usage Guides Strategy; NRR Tops SaaS Metrics
What’s your North Star metric? In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why product usage drives their strategy — and why NRR is her favorite SaaS metric. Listen 👇 https://t.co/BnQYh8fzzR #SaaS #NRR #Startups https://t.co/nLbvXo2yBs
Canada Shifts Toward US-Led Regime Change Policy
It is notable that PM Carney has put Canada behind regime change by US force in Venezuela & in Iran. I believe this is a departure from the traditional position Canada takes on the global stage, but eager to hear...
Bond Rally Threatened by Potential Strait of Hormuz Closure
Bond bulls that were celebrating 10y UST yields dropping <4% on Friday waking up Saturday morning to reports that the Strait of Hormuz is possibly being closed 👇 https://t.co/pg9o9TPdO5
Markets Rebound Fast After Geopolitical Shocks—Buy the Dip
Markets have survived every geopolitical shock in history Pearl Harbor took 307 days to recover. Kuwait took 189. 9/11 took 31. The average? 47 days Today the US and Israel struck Iran. History says buy the dip - but how long...
Under $500K? Founder Handles All Marketing
And also, if your e-commerce business makes less than $500,000/year you truly don’t need a marketing team or an agency or a social media manager. And I truly don’t care what anybody in any of those roles have to say....
Private Credit Crash Already Evident in BDC NAV Discounts
Many calling/hoping for a crash in private credit. While loan performance has mostly been ok, secondary prices tell a different story. A crash has already happened in the listed BDC market, with NAV discounts previously only seen during Covid and the GFC,...
Metadata‑Driven MRR Schedules Unlock Revenue Intelligence
As I was building my MRR analysis feature, I realized that there is much more power in our MRR schedule than we realize. With the correct metadata, we have a revenue intelligence engine that will provide more insight for our...
Funding Won’t Save You Without Real Customer Demand
A founder DM'd me last week: "I just raised $8M. What should I do first?" Me: "Give it back." He laughed, but I wasn't joking. When you have money, you spend it. You hire 15 people in 60 days. You burn $300K on...
Build Big, Empower Others, Escape Solopreneur Loneliness
Solopreneurship is shallow and lonely. Build something so big, you get to bring others along with you. Not just build your bank account. Don't just be free, free others.
Cumulative Ratings Buffer Negatives, Incremental Highlight Them
The same ratings look better or worse, depending on the format they are presented in. Researchers find: “Cumulative formats tend to buffer negative feedback, making poor scores appear less severe. This can help reduce customer churn and maintain trust in...
Quiet AI Wins Boost Humanity and Sustainability at Work
RT Some of the most meaningful "AI wins" this year weren't viral launches, but quiet, behind-the-scenes improvements that made work more humane and sustainable for teams. #AI #Innovation @Star_CIO https://t.co/sihXcsM17v
Mainstream Economists Overlook Private Debt, Miss Recession
1/8 I predicted the Great Recession 3 years before it happened. It might sound ridiculous, but mainstream economists have convinced themselves that private debt does not matter. They only monitor government debt. EconomicTheory
Berkshire Cash Dips, Profits Plunge 30%
Berkshire Hathaway's cash pile drops to $373.31bn in 4Q down from $381.7bn in the previous quarter following after a rather disappointing quarter. Operating profits fell nearly 30% in Warren Buffett’s last quarter as CEO, as insurance underwriting earnings slumped. That metric fell by...
Baidu Integrates OpenClaw AI Into Search for 700M
Another example of moving towards Jarvis, this time from Baidu. And we know Google Search and Gemini are converging... so I expect we'll see more of this -> China’s Baidu adds OpenClaw AI into search app for 700 million users "Users...
Iran Bans Hormuz Traffic, yet Tankers Still Sail
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
Try Sharing Honestly; Few See, some Love.
Are you 𝘴𝘤𝘢𝘳𝘦𝘥 to put yourself out there? To be honest on social media, or build in public including failures? Totally fair. You don’t 𝘩𝘢𝘷𝘦 to be public, you know. But, you could just try. Probably, no one will see anyway. And some will love...
EU Extends GSP Benefits to Special Economic Zones
News feed cleanse and the nerdiest post you'll see all weekend. The EU's new Generalised Scheme of Preferences (GSP) rules will also apply to goods manufactured in special economic zones and export processing zones. Which is pretty cool.
Redesigning the Internet’s Most-Viewed UI at Scale
Focus on UX? Cool case study here from Cloudflare -> The most-seen UI on the Internet? Redesigning Turnstile and Challenge Pages "Our Turnstile widget and Challenge Pages are served 7.67 billion times every single day. That's not a typo. Billions. This...
Tender Offer Likely Post‑Sale, Potential 40‑80% Upside
Tender offer potentially followed by liquidation - After a major asset sale, a tender is likely in the coming months - While not official, signs point to a full sale or wind-down - Co divested all non-core and half of core assets - Expected...
Turkey's Lira Faces Pressure Amid Iran War Uncertainty
When markets open tomorrow night, they'll be hunting for winners and losers from war with Iran. Turkey is a big energy importer (red) and its trade deficit excluding gold and energy is near record levels (blue). Turkish Lira will be...
CEO Emphasizes Equity Focus; Weschler Handles 6% Portfolio
“At Berkshire, equity investments are fundamental to our capital allocation activities; responsibility ultimately resides with me as CEO. Ted Weschler manages about 6% of our investments, including a portion of the portfolio formerly overseen by Todd Combs…” - Greg Abel
Office Mandates Won’t Stop Talent Choosing Cheaper Cities
Interesting read. Even as most big companies have put in place return-to-office mandates it’s still structurally easier for talent to pick where to live (a suburb of Denver or Dallas rather than NY/CA) than it used to be, and it...
Trump’s Iran Threats Spark Retaliation, Oil Surge, Prolonged Conflict
Trump communicates intention of full destruction of Iran leadership and military while calling for regime change. Iran hits all of its neighboring countries who were likely on the more apprehensive side of US taking action in the first place and...
Weekly Reflection: 10 Questions to Shape a Better Week
10 questions I ask myself at the end of each week (to set up a better week ahead) 1️⃣ What did I do this week that actually mattered to me? 2️⃣ Where did my time go that I didn’t intend it to? 3️⃣ What...
Gold +22%, Silver +31% Amid Global Chaos
The chaos doesn't stop. There's been Greenland, a yield spike in Japan, private credit ructions and AI. Now it's Iran. Easy to miss the forest for the trees and that's precious metals. Gold is up 22% this year. Silver 31%....
Community Buzzes Over 5‑Minute Macro Pro Q&A Clip
Our community is buzzin' about this 5 min clip from this week's Macro Pro Q&A Show https://t.co/MxH68qpK7Y
Marketers Must Govern AI Like Financial Fiduciaries
Marketers aren’t here to play with AI. We’re fiduciaries now. Agentic systems move money, shape messaging, and touch customers. Governance isn’t optional. It’s leadership. Chaos and opportunity are arriving together. Read my new Global AI Leaders article now: 🦀🤖👇 https://t.co/Gck5mTq5hy
March Markets Driven by Existing Forces, No Policy Shifts
March 2026 Monthly: March seems to be more about the unfolding of current forces driving the capital markets, rather than new forces or policies. All the G10 central banks but the Reserve Bank of New Zealand meet in March, and...
Understanding the Economics Behind Parametric Insurance
Parametric insurance economics 🧐 https://t.co/xsiFGRw3HV @jeffroth77 @GalenDShaffer @JimMarous @FGraillot @nigelwalsh @SpirosMargaris @jblefevre60 @robgalb @RonnoArnold @hedgequote @Nick_Lamparelli @antgrasso @hugues_bertin @globaliqx @psb_dc @an_battista @InsuranceEleph1
Qatar Airways Halts Cargo Amid Iran Strikes, Freight Costs Surge
Qatar Airlines is pausing cargo operations as the Iran strikes play out. Prices and transit times on Asia to Europe air freight spiking.
Iran Strike May Push Oil to $73.90 Resistance.
$USOIL monthly - The Israeli-U.S. strike in Iran will propel the price of crude oil to the 1st yearly resistance at 73.90. Above that there's the June 2025 high at 77.64. These are the 2 potential upside targets for next...
High Pay, Low Support: Engineer Quits Over Overload
Another engineer quit midway through a trial $9,000 a month and apparently keeping Linear updated as you go is too much Listed twice in job description Designed to facilitate remote work and fewer meetings
Perplexity Launches OpenClaw: AI Operating System for Complex Work
🚨 Perplexity just dropped their own OpenClaw version and it changes how AI actually works. Not a chatbot. Not an agent. A complete operating system for complex work. I gave it a single prompt about a $10M equity portfolio. Here's how:↓ https://t.co/AiDbotnpWf
Record US Crude Exports Threaten Brent Price Rally
Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...
Germany's Factories Run Below Average Amid Green Sanctions Pressure
Germany’s manufacturing capacity utilization is only running at 77.5% in January. Its long-term average since 1991 is 83.2%. GERMANY’S GREEN MADNESS & SANCTIONS AGAINST RUSSIA ARE A DEADLY ONE - TWO PUNCH. https://t.co/S87Xs4GTJY
Predict the Next Global Shift with Real‑Time Intelligence
Can you afford not to know what’s coming next? We are entering one of the most significant geopolitical and economic shifts of our lifetime. Power balances are changing. Conflict cycles are accelerating. Markets and global systems are entering a new phase. Global Forecaster...
AI Creates Month’s Video Ads in Just 30 Minutes
🤯 Generated a month of video ad creatives in 30 mins 🔥 AI wrote scripts from winning formulas 🛠️ Realistic AI avatars 🤵 Perfect voiceovers 📦 Ready to upload and test This is crushing $3k video editors Want the workflow? RT + comment 'AI VIDEO'
Egypt's Oversized Money Growth Fuels 12% Inflation
Egypt's inflation rate is 11.9%/yr. Egypt's money supply (M3) is growing at 20.6%/yr. That's ABOVE Hanke's Golden Growth Rate range from 11.1%/yr- 15.1%/yr, a rate consistent with hitting its inflation target range of 3%/yr-7%/yr. THE INFLATION STORY = A MONEY...
KORE Deal Surprises: 85% Bid Jump, 100% Return
Expected a $KORE definitive agreement to be struck. Did not expect an 85% bump to the original $5/shr bid. Over 100% total return since Nov'25. Remaining spread to the $9.25/share bid is just ~3%. One of the most unexpected M&A outcomes I’ve...
Are Tariffs Still Viable for US 2026 BOP?
New at THE OVERSHOOT: Tariffs and "International Payments Problems" https://t.co/A8fIZJSUSB It has long been accepted that tariffs (eg Section 122) are an acceptable tool for managing BOP issues. The real question is whether they would be useful for the U.S. in 2026. https://t.co/CDdBRF2zxx
Capital vs Labor Income Drives Wealth Gap, Not Salary
You’re earning the wrong type of income, and your salary is the proof. Two people earning $200K. Same income, completely different financial realities. There is a distinction between capital income and labor income reveals why the wealth gap isn’t about how much...
Druckenmiller Bets on Higher Rates, Cuts AI, Values Sizing
Key takeaways from Druckenmiller - Sees potential for higher long rates thanks to productivity growth - Out of the AI trade at this point - What he learnt from Soros was sizing - Visualizes the future 18-24 months out - Sells if valuation becomes...